Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| POGSX (PIN OAK EQUITY FUND PIN OAK EQUITY FUND) | 14.76% | 21.56% | 14.70% | 7.59% | 9.01% | 11.20% | 9.22% | 7.27% |
Data as of 07/25/2025, AR inception is 10/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POGSX (PIN OAK EQUITY FUND PIN OAK EQUITY FUND) | 10/10/1996 | 07/25/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.69 | 21.56 | 14.70 | 7.59 | 9.01 | 11.20 | 9.22 | 7.27 | 14.76 | 1.31 | 17.96 | -25.10 | 9.53 | 6.49 | 27.72 | -6.15 | 15.14 | 19.24 | 4.59 | 9.04 | 36.49 | 18.14 | 0.45 | 15.35 | 79.38 | -44.47 | 15.02 | -4.25 | 7.04 | 8.06 | 65.85 | -50.14 | -48.60 | -13.04 | 98.82 | 49.09 | 1.30 | 2.72 |
| Sharpe Ratio | NA | 1.00 | 0.66 | 0.31 | 0.39 | NA | NA | 0.18 | 1.19 | -0.25 | 0.87 | -1.05 | 0.52 | 0.18 | 2.05 | -0.46 | 1.83 | 1.19 | 0.28 | 0.72 | 2.98 | 1.16 | 0.02 | 0.70 | 2.25 | -0.99 | 0.67 | -0.42 | 0.32 | 0.32 | 2.30 | -0.95 | -0.80 | -0.25 | 3.16 | 1.24 | -0.07 | 0.39 |
| Standard Deviation(%) | NA | 18.33 | 17.15 | 19.01 | 19.23 | NA | NA | 30.22 | 20.85 | 21.46 | 15.86 | 25.41 | 18.22 | 33.78 | 12.83 | 16.23 | 7.98 | 15.97 | 16.43 | 12.46 | 12.24 | 15.73 | 27.49 | 21.66 | 35.30 | 45.90 | 17.98 | 17.85 | 15.41 | 22.10 | 28.31 | 53.70 | 64.36 | 68.09 | 30.29 | 36.81 | 33.55 | 24.42 |
| Draw Down(%) | NA | 15.76 | 16.89 | 36.68 | 36.68 | NA | NA | 89.44 | 15.76 | 18.36 | 11.61 | 28.05 | 12.08 | 33.05 | 7.47 | 19.39 | 4.73 | 13.37 | 11.89 | 9.45 | 4.13 | 13.02 | 24.12 | 18.99 | 25.94 | 56.29 | 14.00 | 27.49 | 13.14 | 24.97 | 15.82 | 65.75 | 69.25 | 49.90 | 12.77 | 35.33 | 30.77 | 10.75 |
| Yield(%) | 0.00 | 16.11 | 6.82 | 4.07 | 4.59 | 6.49 | 5.78 | 5.22 | 0.00 | 18.14 | 0.47 | 0.11 | 0.11 | 0.81 | 3.96 | 2.66 | 2.01 | 2.42 | 3.88 | 1.35 | 0.80 | 0.77 | 0.00 | 0.49 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.45 | 5.43 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 10/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGSX (PIN OAK EQUITY FUND PIN OAK EQUITY FUND) |
-46.11%
Feb 2000 - Feb 2003 |
-24.63%
Aug 2000 - Aug 2005 |
-12.36%
Aug 2000 - Aug 2010 |
-3.50%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POGSX (PIN OAK EQUITY FUND PIN OAK EQUITY FUND) |
72.71%
Mar 1997 - Mar 2000 |
30.47%
Feb 2009 - Feb 2014 |
20.12%
Feb 2009 - Feb 2019 |
14.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart