TANDX vs. POSKX
TANDX (Castle Tandem Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 1.69%/yr vs 16.90%/yr for POSKX. A 0.71 correlation means they provide meaningful diversification when combined. TANDX charges 1.59%/yr vs 0.65%/yr for POSKX.
Performance
TANDX vs. POSKX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TANDX achieves a -13.30% return, which is significantly lower than POSKX's 25.29% return.
TANDX
- 1D
- 0.10%
- 1M
- -2.00%
- YTD
- -13.30%
- 6M
- -13.91%
- 1Y
- -14.06%
- 3Y*
- 0.39%
- 5Y*
- 1.69%
- 10Y*
- —
POSKX
- 1D
- 1.81%
- 1M
- 4.82%
- YTD
- 25.29%
- 6M
- 23.99%
- 1Y
- 52.59%
- 3Y*
- 24.45%
- 5Y*
- 16.90%
- 10Y*
- 16.68%
TANDX vs. POSKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -13.30% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
POSKX PrimeCap Odyssey Stock Fund | 25.29% | 25.73% | 12.77% | 21.18% | -11.12% | 32.48% | 10.13% | 12.87% |
Correlation
The correlation between TANDX and POSKX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.71 |
Over the past year, the correlation between TANDX and POSKX has dropped to 0.40 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TANDX vs. POSKX — Risk / Return Rank
TANDX
POSKX
TANDX vs. POSKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and PrimeCap Odyssey Stock Fund (POSKX). 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 | POSKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.59 | ||
| Sortino ratioReturn per unit of downside risk | -6.24 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.54 | -0.77 |
| Calmar ratioReturn relative to maximum drawdown | -0.87 | 5.21 | -6.08 |
| Martin ratioReturn relative to average drawdown | -1.88 | 21.60 | -23.49 |
Loading charts...
Drawdowns
TANDX vs. POSKX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.96%, which is greater than POSKX's maximum drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for TANDX and POSKX.
Loading charts...
Drawdown Indicators
| TANDX | POSKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.96% | -50.18% | -43.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.62% | -9.99% | -6.63% |
Max Drawdown (3Y)Largest decline over 3 years | -93.96% | -20.25% | -73.71% |
Max Drawdown (5Y)Largest decline over 5 years | -93.96% | -22.96% | -71.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.88% | — |
Current DrawdownCurrent decline from peak | -93.94% | -0.46% | -93.48% |
Average DrawdownAverage peak-to-trough decline | -20.73% | -6.14% | -14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.64% | 2.40% | +5.24% |
Volatility
TANDX vs. POSKX - Volatility Comparison
The current volatility for Castle Tandem Fund (TANDX) is 3.15%, while PrimeCap Odyssey Stock Fund (POSKX) has a volatility of 6.92%. This indicates that TANDX experiences smaller price fluctuations and is considered to be less risky than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TANDX | POSKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 6.92% | -3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 13.87% | -6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.60% | 16.89% | -7.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 595.80% | 18.05% | +577.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 494.91% | 19.08% | +475.83% |
TANDX vs. POSKX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than POSKX's 0.65% expense ratio.
Dividends
TANDX vs. POSKX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 7.12%, less than POSKX's 21.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POSKX PrimeCap Odyssey Stock Fund | 21.90% | 27.44% | 18.13% | 10.14% | 12.13% | 14.58% | 7.85% | 6.03% | 3.03% | 2.17% | 2.93% | 1.92% |
TANDX Castle Tandem Fund | 7.12% | 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 POSKX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POSKX has higher volatility (6.92%) compared to TANDX (3.15%). In terms of maximum drawdown, TANDX dropped -93.96% vs POSKX's -50.18%.
POSKX currently has the higher Sharpe Ratio (3.08 vs -1.51), 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.
Find the right allocation for TANDX and POSKX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer