MXVIX vs. POGSX
Compare and contrast key facts about Great-West S&P 500 Index Fund (MXVIX) and Pin Oak Equity (POGSX).
MXVIX is managed by Great-West. It was launched on Sep 8, 2003. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
MXVIX vs. POGSX - Performance Comparison
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MXVIX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | -7.14% | 17.30% | 24.31% | 25.57% | -18.56% | 29.04% | 16.96% | 30.84% | -5.32% | 21.05% |
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, MXVIX achieves a -7.14% return, which is significantly lower than POGSX's 5.66% return. Both investments have delivered pretty close results over the past 10 years, with MXVIX having a 12.80% annualized return and POGSX not far ahead at 13.07%.
MXVIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.14%
- 6M
- -4.80%
- 1Y
- 13.89%
- 3Y*
- 16.57%
- 5Y*
- 10.85%
- 10Y*
- 12.80%
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%
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MXVIX vs. POGSX - Expense Ratio Comparison
MXVIX has a 0.51% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
MXVIX vs. POGSX — Risk / Return Rank
MXVIX
POGSX
MXVIX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West S&P 500 Index Fund (MXVIX) 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.
| MXVIX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.74 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.17 | 2.75 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.40 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 2.85 | -1.86 |
Martin ratioReturn relative to average drawdown | 4.71 | 11.79 | -7.08 |
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
| MXVIX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.74 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.64 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.29 | +0.14 |
Correlation
The correlation between MXVIX 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
MXVIX vs. POGSX - Dividend Comparison
MXVIX's dividend yield for the trailing twelve months is around 0.41%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXVIX Great-West S&P 500 Index Fund | 0.41% | 0.38% | 0.95% | 5.22% | 1.25% | 4.97% | 8.27% | 5.11% | 10.56% | 2.06% | 0.00% | 0.00% |
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
MXVIX vs. POGSX - Drawdown Comparison
The maximum MXVIX drawdown since its inception was -58.12%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for MXVIX and POGSX.
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Drawdown Indicators
| MXVIX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.12% | -89.46% | +31.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -10.96% | -1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.74% | -29.81% | +5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -33.05% | -0.77% |
Current DrawdownCurrent decline from peak | -8.94% | -8.03% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -36.91% | +28.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.65% | +0.25% |
Volatility
MXVIX vs. POGSX - Volatility Comparison
Great-West S&P 500 Index Fund (MXVIX) has a higher volatility of 4.23% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that MXVIX'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
| MXVIX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 3.76% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 12.91% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.21% | 19.62% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 17.85% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.18% | 18.56% | -0.38% |