BEQGX vs. POGSX

Last updated Jun 24, 2026

BEQGX (American Century Equity Growth Fund) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. Over the past 10 years, BEQGX returned 13.76%/yr vs 14.46%/yr for POGSX. Their correlation of 0.80 suggests significant overlap in exposure. BEQGX charges 0.65%/yr vs 0.91%/yr for POGSX.

Performance

BEQGX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Equity Growth Fund (BEQGX) 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, BEQGX achieves a 7.57% return, which is significantly lower than POGSX's 16.85% return. Over the past 10 years, BEQGX has underperformed POGSX with an annualized return of 13.76%, while POGSX has yielded a comparatively higher 14.46% annualized return.

BEQGX

• 1D: -0.23%
• 1M: 0.15%
• YTD: 7.57%
• 6M: 6.32%
• 1Y: 26.55%
• 3Y*: 21.13%
• 5Y*: 11.23%
• 10Y*: 13.76%

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)

BEQGX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BEQGX American Century Equity Growth Fund	7.57%	18.38%	24.70%	24.37%	-22.99%	27.19%	14.52%	28.42%	-6.00%	21.85%
POGSX Pin Oak Equity	16.85%	27.41%	18.99%	27.16%	-25.10%	21.42%	10.60%	27.72%	-6.15%	15.14%

Correlation

The correlation between BEQGX and POGSX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (5Y) Calculated over the trailing 5-year period	0.92
Correlation (10Y) Calculated over the trailing 10-year period	0.91
Correlation (All Time) Calculated using the full available price history since Jan 4, 1993	0.80

The correlation between BEQGX and POGSX shifts across timeframes, from 0.80 (all time) to 0.92 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

BEQGX vs. POGSX — Risk / Return Rank

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

BEQGX

BEQGX Risk / Return Rank: 59
BEQGX Sharpe Ratio Rank: 62
BEQGX Sortino Ratio Rank: 56
BEQGX Omega Ratio Rank: 54
BEQGX Calmar Ratio Rank: 57
BEQGX Martin Ratio Rank: 64

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.

BEQGX vs. POGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Equity Growth Fund (BEQGX) 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.

	BEQGX	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	2.13	2.45	-0.32
Sortino ratio: Return per unit of downside risk	2.87	4.09	-1.23
Omega ratio: Gain probability vs. loss probability	1.37	1.51	-0.14
Calmar ratio: Return relative to maximum drawdown	2.78	4.66	-1.88
Martin ratio: Return relative to average drawdown	11.82	16.75	-4.93

BEQGX vs. POGSX - Sharpe Ratio Comparison

The current BEQGX Sharpe Ratio is 2.13, which is comparable to the POGSX Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of BEQGX 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

BEQGX vs. POGSX - Drawdown Comparison

The maximum BEQGX drawdown since its inception was -54.43%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for BEQGX and POGSX.

Drawdown Indicators

	BEQGX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	-54.43%	-89.46%	+35.03%
Max Drawdown (1Y) Largest decline over 1 year	-10.01%	-8.03%	-1.98%
Max Drawdown (3Y) Largest decline over 3 years	-20.54%	-15.76%	-4.78%
Max Drawdown (5Y) Largest decline over 5 years	-27.25%	-29.81%	+2.56%
Max Drawdown (10Y) Largest decline over 10 years	-31.94%	-33.05%	+1.11%
Current Drawdown Current decline from peak	-2.50%	-1.00%	-1.50%
Average Drawdown Average peak-to-trough decline	-9.38%	-36.67%	+27.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.35%	2.23%	+0.12%

Volatility

BEQGX vs. POGSX - Volatility Comparison

American Century Equity Growth Fund (BEQGX) has a higher volatility of 4.88% compared to Pin Oak Equity (POGSX) at 3.89%. This indicates that BEQGX'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

	BEQGX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.88%	3.89%	+0.99%
Volatility (6M) Calculated over the trailing 6-month period	10.28%	12.87%	-2.59%
Volatility (1Y) Calculated over the trailing 1-year period	13.10%	15.32%	-2.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.08%	17.79%	-0.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.00%	18.55%	-0.55%

BEQGX vs. POGSX - Expense Ratio Comparison

BEQGX has a 0.65% expense ratio, which is lower than POGSX's 0.91% expense ratio.

Dividends

BEQGX vs. POGSX - Dividend Comparison

BEQGX's dividend yield for the trailing twelve months is around 10.80%, less than POGSX's 16.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEQGX American Century Equity Growth Fund	10.80%	11.50%	0.58%	1.20%	9.65%	27.71%	12.60%	10.44%	13.39%	10.22%	1.86%	8.27%
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 BEQGX and POGSX in my portfolio?

BEQGX and POGSX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEQGX or POGSX?

BEQGX has higher volatility (4.88%) compared to POGSX (3.89%). In terms of maximum drawdown, BEQGX dropped -54.43% vs POGSX's -89.46%.

Which has better risk-adjusted returns?

POGSX currently has the higher Sharpe Ratio (2.45 vs 2.13), 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.