JUESX vs. POGSX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Pin Oak Equity (POGSX).
JUESX is managed by JPMorgan. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
JUESX vs. POGSX - Performance Comparison
Loading graphics...
JUESX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -10.35% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, JUESX achieves a -10.35% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, JUESX has outperformed POGSX with an annualized return of 14.12%, while POGSX has yielded a comparatively lower 13.07% annualized return.
JUESX
- 1D
- -0.25%
- 1M
- -8.59%
- YTD
- -10.35%
- 6M
- -9.90%
- 1Y
- 8.74%
- 3Y*
- 16.65%
- 5Y*
- 11.01%
- 10Y*
- 14.12%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JUESX vs. POGSX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
JUESX vs. POGSX — Risk / Return Rank
JUESX
POGSX
JUESX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 1.74 | -1.23 |
Sortino ratioReturn per unit of downside risk | 0.86 | 2.75 | -1.89 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.85 | -2.26 |
Martin ratioReturn relative to average drawdown | 2.21 | 11.79 | -9.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JUESX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 1.74 | -1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.64 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.29 | +0.09 |
Correlation
The correlation between JUESX and POGSX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JUESX vs. POGSX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.40%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.40% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
JUESX vs. POGSX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for JUESX and POGSX.
Loading graphics...
Drawdown Indicators
| JUESX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -89.46% | +30.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -10.96% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -29.81% | +5.12% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -33.05% | -0.36% |
Current DrawdownCurrent decline from peak | -11.99% | -8.03% | -3.96% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -36.91% | +24.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.65% | +0.56% |
Volatility
JUESX vs. POGSX - Volatility Comparison
JPMorgan US Equity Fund Class I (JUESX) has a higher volatility of 4.42% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that JUESX'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.
Loading graphics...
Volatility by Period
| JUESX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 3.76% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 12.91% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 19.62% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 17.85% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 18.56% | -0.02% |