IFPUX vs. POGSX

Last updated Aug 1, 2026

IFPUX (Independent Franchise Partners US Equity Fund) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. Over the past 10 years, IFPUX returned 12.86%/yr vs 13.81%/yr for POGSX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. IFPUX charges 0.68%/yr vs 0.91%/yr for POGSX.

Performance

IFPUX vs. POGSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Independent Franchise Partners US Equity Fund (IFPUX) 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, IFPUX achieves a -0.73% return, which is significantly lower than POGSX's 18.29% return. Over the past 10 years, IFPUX has underperformed POGSX with an annualized return of 12.86%, while POGSX has yielded a comparatively higher 13.81% annualized return.

IFPUX

• 1D: -1.68%
• 1M: 3.29%
• 6M: -0.64%
• YTD: -0.73%
• 1Y: 8.78%
• 3Y*: 16.31%
• 5Y*: 11.05%
• 10Y*: 12.86%
• ALL TIME*: 12.25%

POGSX

• 1D: 0.38%
• 1M: -0.40%
• 6M: 4.87%
• YTD: 18.29%
• 1Y: 33.40%
• 3Y*: 24.85%
• 5Y*: 11.57%
• 10Y*: 13.81%
• ALL TIME*: 8.94%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IFPUX Independent Franchise Partners US Equity Fund	$0.00	$0.00	$0.00
POGSX Pin Oak Equity	$0.00	$0.00	$0.00

IFPUX vs. POGSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IFPUX Independent Franchise Partners US Equity Fund	-0.73%	28.47%	21.80%	21.19%	-10.77%	16.17%	19.09%	35.20%	-7.11%	15.64%
POGSX Pin Oak Equity	18.29%	27.41%	18.99%	27.16%	-25.10%	21.42%	10.60%	27.72%	-6.15%	15.14%

Correlation

The correlation between IFPUX and POGSX is 0.43, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.43
Correlation (3Y) Balances recent behavior with more history.	0.58
Correlation (5Y) Shows whether the relationship held over a longer period.	0.71
Correlation (10Y) Provides a long-term view across more market conditions.	0.73
Correlation (All Time) Calculated using the full available price history since Dec 22, 2011	0.75

Over the past year, the correlation between IFPUX and POGSX has dropped to 0.43 - well below their long-term average of 0.75, suggesting their price drivers have been diverging.

Return for Risk

IFPUX vs. POGSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

IFPUX

IFPUX Risk / Return Rank: 15
IFPUX Sharpe Ratio Rank: 16
IFPUX Sortino Ratio Rank: 17
IFPUX Omega Ratio Rank: 15
IFPUX Calmar Ratio Rank: 14
IFPUX Martin Ratio Rank: 11

POGSX

POGSX Risk / Return Rank: 90
POGSX Sharpe Ratio Rank: 85
POGSX Sortino Ratio Rank: 91
POGSX Omega Ratio Rank: 86
POGSX Calmar Ratio Rank: 94
POGSX Martin Ratio Rank: 93

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IFPUX vs. POGSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Independent Franchise Partners US Equity Fund (IFPUX) 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.

	IFPUX	POGSX	Difference
Sharpe ratio: Return per unit of total volatility	0.64	2.05	-1.41
Sortino ratio: Return per unit of downside risk	1.06	3.51	-2.45
Omega ratio: Gain probability vs. loss probability	1.12	1.43	-0.31
Calmar ratio: Return relative to maximum drawdown	0.71	3.95	-3.24
Martin ratio: Return relative to average drawdown	1.56	13.95	-12.39

IFPUX vs. POGSX - Sharpe Ratio Comparison

The current IFPUX Sharpe Ratio is 0.64, which is lower than the POGSX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of IFPUX 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

IFPUX vs. POGSX - Drawdown Comparison

The maximum IFPUX drawdown since its inception was -27.73%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for IFPUX and POGSX.

Drawdown Indicators

	IFPUX	POGSX	Difference
Max Drawdown Largest peak-to-trough decline	-27.73%	-89.46%	+61.73%
Max Drawdown (1Y) Largest decline over 1 year	-12.21%	-8.03%	-4.18%
Max Drawdown (3Y) Largest decline over 3 years	-21.48%	-15.76%	-5.72%
Max Drawdown (5Y) Largest decline over 5 years	-21.48%	-29.81%	+8.33%
Max Drawdown (10Y) Largest decline over 10 years	-27.73%	-33.05%	+5.32%
Current Drawdown Current decline from peak	-2.39%	-1.87%	-0.52%
Average Drawdown Average peak-to-trough decline	-3.83%	-36.55%	+32.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.51%	2.27%	+3.24%

Volatility

IFPUX vs. POGSX - Volatility Comparison

Independent Franchise Partners US Equity Fund (IFPUX) has a higher volatility of 6.26% compared to Pin Oak Equity (POGSX) at 2.40%. This indicates that IFPUX'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

	IFPUX	POGSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.26%	2.40%	+3.86%
Volatility (6M) Calculated over the trailing 6-month period	10.86%	12.73%	-1.87%
Volatility (1Y) Calculated over the trailing 1-year period	13.54%	15.46%	-1.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.57%	17.77%	+0.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.17%	18.42%	-1.25%

IFPUX vs. POGSX - Expense Ratio Comparison

IFPUX has a 0.68% expense ratio, which is lower than POGSX's 0.91% expense ratio.

Dividends

IFPUX vs. POGSX - Dividend Comparison

IFPUX's dividend yield for the trailing twelve months is around 9.88%, less than POGSX's 16.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IFPUX Independent Franchise Partners US Equity Fund	9.88%	9.81%	20.93%	8.24%	16.77%	5.50%	12.63%	11.08%	8.13%	1.35%	3.74%	0.00%
POGSX Pin Oak Equity	16.07%	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 IFPUX and POGSX in my portfolio?

IFPUX and POGSX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IFPUX or POGSX?

IFPUX has higher volatility (6.26%) compared to POGSX (2.40%). In terms of maximum drawdown, IFPUX dropped -27.73% vs POGSX's -89.46%.

Which has better risk-adjusted returns?

POGSX currently has the higher Sharpe Ratio (2.05 vs 0.64), 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.