VIGRX vs. POGRX
VIGRX (Vanguard Growth Index Fund) and POGRX (PrimeCap Odyssey Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, VIGRX returned 18.24%/yr vs 17.39%/yr for POGRX. Their correlation of 0.89 suggests significant overlap in exposure. VIGRX charges 0.17%/yr vs 0.65%/yr for POGRX.
Performance
VIGRX vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, VIGRX achieves a 10.76% return, which is significantly lower than POGRX's 26.45% return. Both investments have delivered pretty close results over the past 10 years, with VIGRX having a 18.24% annualized return and POGRX not far behind at 17.39%.
VIGRX
- 1D
- -0.28%
- 1M
- 7.53%
- YTD
- 10.76%
- 6M
- 10.05%
- 1Y
- 29.29%
- 3Y*
- 26.26%
- 5Y*
- 15.55%
- 10Y*
- 18.24%
POGRX
- 1D
- -0.02%
- 1M
- 15.42%
- YTD
- 26.45%
- 6M
- 27.81%
- 1Y
- 64.17%
- 3Y*
- 29.06%
- 5Y*
- 16.04%
- 10Y*
- 17.39%
VIGRX vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIGRX Vanguard Growth Index Fund | 10.76% | 19.18% | 32.51% | 46.59% | -33.22% | 27.10% | 40.01% | 37.08% | -3.47% | 27.64% |
POGRX PrimeCap Odyssey Growth Fund | 26.45% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between VIGRX and POGRX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2004 | 0.89 |
The correlation between VIGRX and POGRX shifts across timeframes, from 0.76 (1 year) to 0.89 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VIGRX vs. POGRX — Risk / Return Rank
VIGRX
POGRX
VIGRX vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund (VIGRX) 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.
| VIGRX | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.26 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.65 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 4.60 | -2.77 |
| Martin ratioReturn relative to average drawdown | 6.43 | 19.58 | -13.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIGRX | POGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 3.69 | -1.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.85 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.66 | -0.07 |
Drawdowns
VIGRX vs. POGRX - Drawdown Comparison
The maximum VIGRX drawdown since its inception was -57.47%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for VIGRX and POGRX.
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Drawdown Indicators
| VIGRX | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.47% | -51.63% | -5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -16.55% | -14.40% | -2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -23.13% | -22.13% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -35.70% | -26.85% | -8.85% |
Max Drawdown (10Y)Largest decline over 10 years | -35.70% | -35.29% | -0.41% |
Current DrawdownCurrent decline from peak | -0.28% | -0.02% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -14.21% | -7.13% | -7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 3.37% | +1.33% |
Volatility
VIGRX vs. POGRX - Volatility Comparison
The current volatility for Vanguard Growth Index Fund (VIGRX) is 3.62%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 7.05%. This indicates that VIGRX 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
| VIGRX | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.62% | 7.05% | -3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 14.59% | -2.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.87% | 17.96% | -2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 19.60% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 20.47% | +1.12% |
VIGRX vs. POGRX - Expense Ratio Comparison
VIGRX has a 0.17% expense ratio, which is lower than POGRX's 0.65% expense ratio.
Dividends
VIGRX vs. POGRX - Dividend Comparison
VIGRX's dividend yield for the trailing twelve months is around 0.26%, less than POGRX's 19.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 19.68% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
VIGRX Vanguard Growth Index Fund | 0.26% | 0.22% | 0.35% | 0.47% | 0.54% | 0.36% | 0.56% | 0.83% | 1.18% | 1.03% | 1.27% | 1.16% |
Frequently Asked Questions
VIGRX and POGRX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (7.05%) compared to VIGRX (3.62%). In terms of maximum drawdown, VIGRX dropped -57.47% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (3.69 vs 1.91), 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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