MNNAX vs. POGSX
Compare and contrast key facts about Victory Munder Multi-Cap Fund (MNNAX) and Pin Oak Equity (POGSX).
MNNAX is managed by Victory. It was launched on Aug 19, 1996. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
MNNAX vs. POGSX - Performance Comparison
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MNNAX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MNNAX Victory Munder Multi-Cap Fund | -1.92% | 21.78% | 25.59% | 24.59% | -19.03% | 35.03% | 11.18% | 28.33% | -14.68% | 28.41% |
POGSX Pin Oak Equity | 8.02% | 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, MNNAX achieves a -1.92% return, which is significantly lower than POGSX's 8.02% return. Both investments have delivered pretty close results over the past 10 years, with MNNAX having a 13.09% annualized return and POGSX not far ahead at 13.32%.
MNNAX
- 1D
- 3.45%
- 1M
- -5.06%
- YTD
- -1.92%
- 6M
- 0.79%
- 1Y
- 25.45%
- 3Y*
- 20.59%
- 5Y*
- 13.31%
- 10Y*
- 13.09%
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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MNNAX vs. POGSX - Expense Ratio Comparison
MNNAX has a 1.28% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
MNNAX vs. POGSX — Risk / Return Rank
MNNAX
POGSX
MNNAX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Munder Multi-Cap Fund (MNNAX) 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.
| MNNAX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.85 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.90 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.42 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 3.38 | -1.18 |
Martin ratioReturn relative to average drawdown | 10.13 | 13.83 | -3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MNNAX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.85 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.30 | +0.06 |
Correlation
The correlation between MNNAX and POGSX is 0.87, 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
MNNAX vs. POGSX - Dividend Comparison
MNNAX's dividend yield for the trailing twelve months is around 14.66%, less than POGSX's 17.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNNAX Victory Munder Multi-Cap Fund | 14.66% | 14.38% | 8.72% | 4.65% | 15.37% | 10.88% | 0.07% | 2.76% | 19.25% | 5.28% | 0.00% | 21.54% |
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
MNNAX vs. POGSX - Drawdown Comparison
The maximum MNNAX drawdown since its inception was -92.93%, roughly equal to the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for MNNAX and POGSX.
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Drawdown Indicators
| MNNAX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.93% | -89.46% | -3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -10.96% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -30.29% | -29.81% | -0.48% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -33.05% | -4.96% |
Current DrawdownCurrent decline from peak | -6.60% | -5.97% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -51.03% | -36.91% | -14.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.68% | -0.09% |
Volatility
MNNAX vs. POGSX - Volatility Comparison
Victory Munder Multi-Cap Fund (MNNAX) has a higher volatility of 6.36% compared to Pin Oak Equity (POGSX) at 4.50%. This indicates that MNNAX'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.
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Volatility by Period
| MNNAX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 4.50% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 13.08% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 19.70% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 17.88% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.30% | 18.57% | +1.73% |