TANDX vs. POGRX
TANDX (Castle Tandem Fund) and POGRX (PRIMECAP Odyssey Growth Fund) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 2.31%/yr vs 14.97%/yr for POGRX. Their 0.62 correlation means they have sometimes moved together and sometimes differently. TANDX charges 1.59%/yr vs 0.66%/yr for POGRX.
Performance
TANDX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -6.75% return, which is significantly lower than POGRX's 22.85% return.
TANDX
- 1D
- -0.76%
- 1M
- 3.12%
- 6M
- -5.57%
- YTD
- -6.75%
- 1Y
- -7.42%
- 3Y*
- 1.92%
- 5Y*
- 2.31%
- 10Y*
- —
- ALL TIME*
- 6.41%
POGRX
- 1D
- 3.85%
- 1M
- -4.02%
- 6M
- 16.81%
- YTD
- 22.85%
- 1Y
- 52.22%
- 3Y*
- 25.37%
- 5Y*
- 14.97%
- 10Y*
- 16.41%
- ALL TIME*
- 12.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
TANDX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -6.75% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
POGRX PRIMECAP Odyssey Growth Fund | 22.85% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 7.84% |
Correlation
The correlation between TANDX and POGRX is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.39 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.62 |
Over the past year, the correlation between TANDX and POGRX has dropped to 0.11 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.
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Return for Risk
TANDX vs. POGRX — Risk / Return Rank
TANDX
POGRX
TANDX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and PRIMECAP Odyssey Growth Fund (POGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TANDX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.10 | ||
| Sortino ratioReturn per unit of downside risk | -4.21 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.40 | -0.52 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 3.40 | -3.91 |
| Martin ratioReturn relative to average drawdown | -0.96 | 12.40 | -13.37 |
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Drawdowns
TANDX vs. POGRX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.98%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for TANDX and POGRX.
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Drawdown Indicators
| TANDX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.98% | -51.63% | -42.35% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -14.40% | -2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -93.98% | -22.13% | -71.85% |
Max Drawdown (5Y)Largest decline over 5 years | -93.98% | -26.85% | -67.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.29% | — |
Current DrawdownCurrent decline from peak | -93.48% | -8.22% | -85.26% |
Average DrawdownAverage peak-to-trough decline | -21.84% | -7.11% | -14.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.79% | 3.95% | +4.84% |
Volatility
TANDX vs. POGRX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 4.71%, while PRIMECAP Odyssey Growth Fund (POGRX) has a volatility of 7.59%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 7.59% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 18.17% | -9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 21.29% | -10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 596.04% | 20.21% | +575.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 491.15% | 20.66% | +470.49% |
TANDX vs. POGRX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than POGRX's 0.66% expense ratio.
Dividends
TANDX vs. POGRX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 6.62%, less than POGRX's 20.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PRIMECAP Odyssey Growth Fund | 20.26% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
TANDX Castle Tandem Fund | 6.62% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TANDX and POGRX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.59%) compared to TANDX (4.71%). In terms of maximum drawdown, TANDX dropped -93.98% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (2.30 vs -0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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