ALSMX vs. POGSX

Last updated Jun 24, 2026

ALSMX (Archer Multi Cap Fund) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. Over the past 5 years, ALSMX returned 13.04%/yr vs 11.94%/yr for POGSX. Their correlation of 0.86 suggests significant overlap in exposure. ALSMX charges 0.96%/yr vs 0.91%/yr for POGSX.

Performance

ALSMX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Archer Multi Cap Fund (ALSMX) and Pin Oak Equity (POGSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ALSMX achieves a 26.78% return, which is significantly higher than POGSX's 16.85% return.

ALSMX

• 1D: 1.11%
• 1M: 2.14%
• YTD: 26.78%
• 6M: 24.82%
• 1Y: 42.31%
• 3Y*: 25.23%
• 5Y*: 13.04%
• 10Y*: —

POGSX

• 1D: -0.23%
• 1M: 0.62%
• YTD: 16.85%
• 6M: 15.45%
• 1Y: 36.96%
• 3Y*: 26.73%
• 5Y*: 11.94%
• 10Y*: 14.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ALSMX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
ALSMX Archer Multi Cap Fund	26.78%	11.47%	21.78%	25.14%	-20.12%	16.58%	16.01%	0.00%
POGSX Pin Oak Equity	16.85%	27.41%	18.99%	27.16%	-25.10%	21.42%	10.60%	0.11%

Correlation

The correlation between ALSMX and POGSX is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.74
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.85
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.86

The correlation between ALSMX and POGSX shifts across timeframes, from 0.74 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.

Return for Risk

ALSMX vs. POGSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALSMX

ALSMX Risk / Return Rank: 86
ALSMX Sharpe Ratio Rank: 86
ALSMX Sortino Ratio Rank: 80
ALSMX Omega Ratio Rank: 76
ALSMX Calmar Ratio Rank: 92
ALSMX Martin Ratio Rank: 95

POGSX

POGSX Risk / Return Rank: 87
POGSX Sharpe Ratio Rank: 81
POGSX Sortino Ratio Rank: 90
POGSX Omega Ratio Rank: 83
POGSX Calmar Ratio Rank: 92
POGSX Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALSMX vs. POGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Multi Cap Fund (ALSMX) and Pin Oak Equity (POGSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ALSMX	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	2.59	2.45	+0.14
Sortino ratio: Return per unit of downside risk	3.48	4.09	-0.61
Omega ratio: Gain probability vs. loss probability	1.45	1.51	-0.06
Calmar ratio: Return relative to maximum drawdown	4.65	4.66	-0.01
Martin ratio: Return relative to average drawdown	19.79	16.75	+3.04

ALSMX vs. POGSX - Sharpe Ratio Comparison

The current ALSMX Sharpe Ratio is 2.59, which is comparable to the POGSX Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of ALSMX and POGSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ALSMX vs. POGSX - Drawdown Comparison

The maximum ALSMX drawdown since its inception was -97.87%, which is greater than POGSX's maximum drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for ALSMX and POGSX.

Drawdown Indicators

	ALSMX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	-97.87%	-89.46%	-8.41%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	-8.03%	-1.39%
Max Drawdown (3Y) Largest decline over 3 years	-97.87%	-15.76%	-82.11%
Max Drawdown (5Y) Largest decline over 5 years	-97.87%	-29.81%	-68.06%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.05%	—
Current Drawdown Current decline from peak	-96.39%	-1.00%	-95.39%
Average Drawdown Average peak-to-trough decline	-28.53%	-36.67%	+8.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.21%	2.23%	-0.02%

Volatility

ALSMX vs. POGSX - Volatility Comparison

Archer Multi Cap Fund (ALSMX) has a higher volatility of 6.33% compared to Pin Oak Equity (POGSX) at 3.89%. This indicates that ALSMX's price experiences larger fluctuations and is considered to be riskier than POGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ALSMX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.33%	3.89%	+2.44%
Volatility (6M) Calculated over the trailing 6-month period	14.20%	12.87%	+1.33%
Volatility (1Y) Calculated over the trailing 1-year period	16.98%	15.32%	+1.66%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,292.58%	17.79%	+1,274.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,136.02%	18.55%	+1,117.47%

ALSMX vs. POGSX - Expense Ratio Comparison

ALSMX has a 0.96% expense ratio, which is higher than POGSX's 0.91% expense ratio.

Dividends

ALSMX vs. POGSX - Dividend Comparison

ALSMX's dividend yield for the trailing twelve months is around 5.65%, less than POGSX's 16.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ALSMX Archer Multi Cap Fund	5.65%	7.16%	3.62%	0.46%	7.12%	1.62%	0.43%	0.00%	0.00%	0.00%	0.00%	0.00%
POGSX Pin Oak Equity	16.26%	8.85%	17.87%	8.21%	0.15%	10.93%	4.60%	3.22%	2.94%	1.79%	2.03%	3.83%

Frequently Asked Questions

Can I hold both ALSMX and POGSX in my portfolio?

ALSMX and POGSX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ALSMX or POGSX?

ALSMX has higher volatility (6.33%) compared to POGSX (3.89%). In terms of maximum drawdown, ALSMX dropped -97.87% vs POGSX's -89.46%.

Which has better risk-adjusted returns?

ALSMX currently has the higher Sharpe Ratio (2.59 vs 2.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.