POGRX - PRIMECAP Odyssey Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return10.77%
5-Year Average Return13.12%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)40.95%
Worst 1 Yr Total Return (Feb 3, 2019)-34.25%
Best 3-Yr Total Return40.95%
Worst 3-Yr Total Return-7.48%

Trailing Returns (%) Vs. Benchmarks

ReturnPOGRXCategory
YTD14.25%23.22%
1-Month3.98%2.20%
3-Month-0.63%0.15%
1-Year5.75%14.51%
3-Year15.22%16.38%
5-Year11.28%11.00%
10-Year14.32%13.63%
Last Bull Market21.43%25.73%
Last Bear Market-20.13%-17.26%

Annual Total Return (%) History

Year
POGRXCategory
2019
N/AN/A
2018
-4.51%-2.09%
2017
32.05%27.67%
2016
8.42%3.23%
2015
6.18%3.60%
2014
13.92%10.00%
2013
39.30%33.92%
2012
16.76%15.34%
2011
-2.22%-2.46%
2010
15.37%15.53%
2009
40.95%35.68%
2008
-34.25%-40.67%
2007
4.88%13.35%
2006
14.85%7.05%
2005
11.75%6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201912.47%0.69%-2.97%N/A
20188.05%-0.70%9.51%-18.73%
20179.11%4.83%5.74%9.18%
2016-3.73%-1.86%13.17%1.41%
20153.53%0.89%-7.46%9.84%
20144.28%2.44%0.91%5.68%
201315.69%4.39%7.98%6.83%
201212.05%-1.61%4.43%1.42%
20116.30%1.22%-16.90%9.35%
20106.66%-10.81%10.15%10.10%
2009-4.32%17.71%18.97%5.18%
2008-8.48%0.45%-9.75%-20.75%
20071.51%6.02%3.68%-6.00%
20067.43%-2.66%3.44%6.17%
2005-2.92%3.95%4.97%5.49%

Rank In Category (By Total Return)

YTD97
1-Month7
3-Month76
1-Year97
3-Year66
5-Year50

Load Adjusted Returns

1-Year5.75%
3-Year15.22%
5-Year11.28%
10-Year14.32%