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PRIMECAP Odyssey Aggressive Growth (POAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.31-0.31 (-0.73%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.40%
5-year average return6.99%
Number of years up14
Number of years down5
Best 1-yr total return (16 Apr 2024)54.88%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return54.88%
Worst 3-yr total return1.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOAGXCategory
YTD4.66%10.80%
1-month3.55%4.43%
3-month4.66%7.00%
1-year18.20%48.17%
3-year0.78%21.26%
5-year8.66%20.18%
10-year10.85%14.07%
Last bull market35.19%27.14%
Last bear market-18.55%-21.26%

Annual total return (%) history

Year
POAGXCategory
2024
N/AN/A
2023
25.03%N/A
2022
-24.03%N/A
2021
9.38%N/A
2020
29.00%39.26%
2019
23.50%32.52%
2018
-6.93%-6.65%
2017
33.59%23.91%
2016
11.73%6.03%
2015
4.56%-0.95%
2014
16.55%7.00%
2013
54.88%34.93%
2012
21.22%14.07%
2011
-0.45%-3.96%
2010
21.57%24.61%
2009
50.43%39.11%
2008
-34.60%-43.77%
2007
-0.19%15.09%
2006
21.57%9.00%
2005
7.94%9.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.66%N/AN/AN/A
202310.70%5.03%-2.49%10.27%
2022-10.24%-18.55%-3.89%8.13%
20216.22%4.88%-3.65%1.90%
2020-22.47%28.84%6.47%21.30%
201914.36%2.33%-6.27%12.60%
201811.53%-2.55%7.97%-20.69%
20178.87%6.26%3.95%11.08%
2016-3.21%-0.41%13.86%1.80%
20155.92%0.43%-11.36%10.90%
20144.65%4.06%-1.18%8.30%
201315.91%9.34%14.26%6.95%
201214.81%2.98%2.79%-0.26%
20118.38%0.73%-16.91%9.74%
20109.86%-10.02%10.92%10.87%
2009-4.09%18.05%23.74%7.37%
2008-12.03%0.96%-9.26%-18.85%
20072.72%3.12%2.96%-8.49%
20069.20%-2.68%3.86%10.15%
2005-5.51%0.86%7.95%4.91%

Rank in category (by total return)

YTD91
1-month21
3-month91
1-year78
3-year64
5-year81

Load adjusted returns

1-year18.20%
3-year0.78%
5-year8.66%
10-year10.85%