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TLGUX vs. POSKX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. POSKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and PrimeCap Odyssey Stock Fund (POSKX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


TLGUX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

POSKX

1D
0.52%
1M
9.11%
YTD
22.10%
6M
22.48%
1Y
50.17%
3Y*
25.06%
5Y*
15.87%
10Y*
16.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. POSKX - Yearly Performance Comparison


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Return for Risk

TLGUX vs. POSKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TLGUX

POSKX
POSKX Risk / Return Rank: 9191
Overall Rank
POSKX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
POSKX Sortino Ratio Rank: 9191
Sortino Ratio Rank
POSKX Omega Ratio Rank: 8585
Omega Ratio Rank
POSKX Calmar Ratio Rank: 9393
Calmar Ratio Rank
POSKX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TLGUX vs. POSKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TLGUX vs. POSKX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TLGUXPOSKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.89

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

Drawdowns

TLGUX vs. POSKX - Drawdown Comparison


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Drawdown Indicators


TLGUXPOSKXDifference

Max Drawdown

Largest peak-to-trough decline

-50.18%

Max Drawdown (1Y)

Largest decline over 1 year

-9.99%

Max Drawdown (3Y)

Largest decline over 3 years

-20.25%

Max Drawdown (5Y)

Largest decline over 5 years

-22.96%

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

Current Drawdown

Current decline from peak

-0.12%

Average Drawdown

Average peak-to-trough decline

-6.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

Volatility

TLGUX vs. POSKX - Volatility Comparison


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Volatility by Period


TLGUXPOSKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

Volatility (6M)

Calculated over the trailing 6-month period

12.66%

Volatility (1Y)

Calculated over the trailing 1-year period

15.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.00%

TLGUX vs. POSKX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is lower than POSKX's 0.65% expense ratio.


Dividends

TLGUX vs. POSKX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while POSKX's dividend yield for the trailing twelve months is around 22.47%.


PositionTTM20252024202320222021202020192018201720162015
POSKX
PrimeCap Odyssey Stock Fund
22.47%27.44%18.13%10.14%12.13%14.58%7.85%6.03%3.03%2.17%2.93%1.92%
TLGUX
Morgan Stanley Pathway Funds Large Cap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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