Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| POAGX (PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND) | 8.08% | 1.60% | 6.35% | 0.21% | 5.70% | 11.39% | 9.86% | 10.43% |
Data as of 07/17/2025, AR inception is 11/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POAGX (PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND) | 11/02/2004 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 1.60 | 6.35 | 0.21 | 5.70 | 11.39 | 9.86 | 10.43 | 8.08 | 2.73 | 18.40 | -31.24 | -1.77 | 19.53 | 23.52 | -7.10 | 33.60 | 11.69 | 4.70 | 16.55 | 54.88 | 21.22 | -0.46 | 21.57 | 50.43 | -33.95 | -0.19 | 21.56 | 7.94 | 10.91 |
| Sharpe Ratio | NA | -0.11 | 0.12 | -0.08 | 0.19 | NA | NA | 0.39 | 0.35 | -0.20 | 0.83 | -0.95 | -0.08 | 0.54 | 1.31 | -0.37 | 2.67 | 0.60 | 0.26 | 0.95 | 3.83 | 1.25 | -0.02 | 1.04 | 1.74 | -0.91 | -0.18 | 1.23 | 0.39 | 7.72 |
| Standard Deviation(%) | NA | 26.36 | 23.03 | 24.41 | 23.61 | NA | NA | 22.89 | 28.28 | 19.57 | 17.19 | 34.54 | 21.80 | 35.71 | 16.94 | 22.76 | 12.38 | 19.25 | 18.12 | 17.36 | 14.31 | 17.05 | 29.25 | 20.56 | 28.94 | 38.13 | 17.58 | 14.96 | 14.70 | 11.34 |
| Draw Down(%) | NA | 29.98 | 29.98 | 43.57 | 43.57 | NA | NA | 55.77 | 24.73 | 14.70 | 13.46 | 33.55 | 19.79 | 35.34 | 13.11 | 28.12 | 6.85 | 18.64 | 16.87 | 13.88 | 4.87 | 11.60 | 24.22 | 16.26 | 24.31 | 49.23 | 14.97 | 12.83 | 10.92 | 2.01 |
| Yield(%) | 0.00 | 0.03 | 0.02 | 0.01 | 2.95 | 6.44 | 6.27 | 6.95 | 0.00 | 0.03 | 0.02 | 0.00 | 0.00 | 0.00 | 6.23 | 6.66 | 1.14 | 8.80 | 6.18 | 5.21 | 2.53 | 0.00 | 1.91 | 3.72 | 0.00 | 0.65 | 0.64 | 1.65 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 11/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAGX (PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND) |
-13.16%
Feb 2006 - Feb 2009 |
-2.19%
Sep 2018 - Sep 2023 |
4.38%
Mar 2015 - Mar 2025 |
8.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POAGX (PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND PRIMECAP ODYSSEY AGGRESSIVE GROWTH FUND) |
32.28%
Feb 2009 - Feb 2012 |
33.70%
Feb 2009 - Feb 2014 |
22.84%
Feb 2009 - Feb 2019 |
14.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart