Primecap Odyssey Stock Fund Manager Performance Evaluation
| POSKX Fund | USD 40.98 0.11 0.27% |
The fund holds a Beta of 0.92, which implies possible diversification benefits within a given portfolio. Primecap Odyssey returns are very sensitive to returns on the market. As the market goes up or down, Primecap Odyssey is expected to follow.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Primecap Odyssey Stock are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Primecap Odyssey is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is PRIMECAP Odyssey Stock Fund a Strong Mutual Fund Pick Right Now - Yahoo Finance | 09/13/2024 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.6700 |
Primecap |
Primecap Odyssey Relative Risk vs. Return Landscape
If you would invest 3,974 in Primecap Odyssey Stock on August 29, 2024 and sell it today you would earn a total of 124.00 from holding Primecap Odyssey Stock or generate 3.12% return on investment over 90 days. Primecap Odyssey Stock is currently producing 0.0515% returns and takes up 0.8437% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Primecap, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Primecap Odyssey Current Valuation
Fairly Valued
Today
Please note that Primecap Odyssey's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Primecap Odyssey Stock holds a recent Real Value of $40.65 per share. The prevailing price of the fund is $40.98. We determine the value of Primecap Odyssey Stock from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Primecap Odyssey is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Primecap Mutual Fund. However, Primecap Odyssey's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 40.98 | Real 40.65 | Hype 40.99 | Naive 40.88 |
The intrinsic value of Primecap Odyssey's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Primecap Odyssey's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Primecap Odyssey Stock helps investors to forecast how Primecap mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Primecap Odyssey more accurately as focusing exclusively on Primecap Odyssey's fundamentals will not take into account other important factors: Primecap Odyssey Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Primecap Odyssey's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Primecap Odyssey Stock, and traders can use it to determine the average amount a Primecap Odyssey's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0611
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| Cash | POSKX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Primecap Odyssey is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Primecap Odyssey by adding it to a well-diversified portfolio.
Primecap Odyssey Fundamentals Growth
Primecap Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Primecap Odyssey, and Primecap Odyssey fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Primecap Mutual Fund performance.
| Price To Earning | 17.00 X | ||||
| Price To Book | 2.65 X | ||||
| Price To Sales | 1.49 X | ||||
About Primecap Odyssey Performance
Evaluating Primecap Odyssey's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Primecap Odyssey has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Primecap Odyssey has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in the common stocks of U.S. companies. It invests at least 80 percent of its assets in stocks. The fund may invest in stocks across all market sectors and market capitalizations, though it has historically invested primarily in large- and mid-capitalization companies.Things to note about Primecap Odyssey Stock performance evaluation
Checking the ongoing alerts about Primecap Odyssey for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Primecap Odyssey Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Primecap Odyssey's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Primecap Odyssey's mutual fund performance include:- Analyzing Primecap Odyssey's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Primecap Odyssey's stock is overvalued or undervalued compared to its peers.
- Examining Primecap Odyssey's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Primecap Odyssey's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Primecap Odyssey's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Primecap Odyssey's mutual fund. These opinions can provide insight into Primecap Odyssey's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Primecap Mutual Fund
Primecap Odyssey financial ratios help investors to determine whether Primecap Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Primecap with respect to the benefits of owning Primecap Odyssey security.
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