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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pin Oak Equity, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Pin Oak Equity (POGSX) has returned 5.66% so far this year and 33.37% over the past 12 months. Looking at the last ten years, POGSX has achieved an annualized return of 13.07%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Pin Oak Equity
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 4, 1993, POGSX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, your investment would double in approximately 5.7 years.
Historically, 61% of months were positive and 39% were negative. The best month was Feb 2000 with a return of +39.5%, while the worst month was Feb 2001 at -34.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.
On a daily basis, POGSX closed higher 53% of trading days. The best single day was Jan 3, 2001 with a return of +19.9%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.79% | -1.11% | -5.28% | 5.66% | |||||||||
| 2025 | 6.96% | -1.89% | -3.81% | -0.44% | 6.57% | 4.02% | 3.12% | 1.26% | 2.95% | 3.61% | 2.47% | 0.21% | 27.41% |
| 2024 | 2.27% | 4.51% | 3.07% | -2.23% | 3.73% | 2.60% | 0.67% | 1.09% | -0.07% | -1.01% | 5.63% | -2.39% | 18.99% |
| 2023 | 5.77% | -4.66% | 2.42% | 0.06% | 3.67% | 5.05% | 4.11% | 0.16% | -3.22% | -1.44% | 8.59% | 4.60% | 27.16% |
| 2022 | -6.23% | -3.64% | 3.13% | -11.09% | 1.19% | -8.65% | 8.85% | -4.27% | -8.78% | 4.17% | 4.17% | -5.17% | -25.10% |
| 2021 | 1.27% | 4.48% | 2.43% | 5.66% | 0.16% | 2.58% | 1.97% | 3.54% | -6.04% | 5.00% | -4.80% | 4.06% | 21.42% |
Benchmark Metrics
Pin Oak Equity has an annualized alpha of 0.46%, beta of 1.25, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since January 05, 1993.
- This fund captured 139.74% of S&P 500 Index gains and 132.23% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- Alpha
- 0.46%
- Beta
- 1.25
- R²
- 0.61
- Upside Capture
- 139.74%
- Downside Capture
- 132.23%
Expense Ratio
POGSX has an expense ratio of 0.91%, placing it in the medium range.
Return for Risk
Risk / Return Rank
POGSX ranks 91 for risk / return — in the top 91% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pin Oak Equity (POGSX) and compare them to a chosen benchmark (S&P 500 Index).
| POGSX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.90 | +0.85 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.39 | +1.36 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.21 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.40 | +1.45 |
Martin ratioReturn relative to average drawdown | 11.79 | 6.61 | +5.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore POGSX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Pin Oak Equity provided a 17.99% dividend yield over the last twelve months, with an annual payout of $15.66 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $15.66 | $7.94 | $13.69 | $6.21 | $0.09 | $9.40 | $3.62 | $2.40 | $1.77 | $1.18 | $1.18 | $1.91 |
Dividend yield | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Monthly Dividends
The table displays the monthly dividend distributions for Pin Oak Equity. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $7.72 | $0.00 | $0.00 | $7.72 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.94 | $7.94 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $13.69 | $13.69 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.21 | $6.21 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.40 | $9.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Pin Oak Equity. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Pin Oak Equity was 89.46%, occurring on Oct 7, 2002. Recovery took 4316 trading sessions.
The current Pin Oak Equity drawdown is 8.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -89.46% | Sep 5, 2000 | 523 | Oct 7, 2002 | 4316 | Nov 27, 2019 | 4839 |
| -39.88% | Mar 13, 2000 | 25 | Apr 14, 2000 | 96 | Aug 31, 2000 | 121 |
| -36.78% | Mar 21, 1994 | 66 | Jun 23, 1994 | 231 | May 23, 1995 | 297 |
| -35.33% | Jul 21, 1998 | 56 | Oct 7, 1998 | 31 | Nov 19, 1998 | 87 |
| -33.05% | Jan 23, 2020 | 42 | Mar 23, 2020 | 114 | Sep 2, 2020 | 156 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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