OSTFX vs. POGSX
Compare and contrast key facts about Osterweis Fund (OSTFX) and Pin Oak Equity (POGSX).
OSTFX is managed by Osterweis. It was launched on Oct 1, 1993. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
OSTFX vs. POGSX - Performance Comparison
Loading graphics...
OSTFX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSTFX Osterweis Fund | -6.94% | 12.85% | 13.48% | 22.64% | -22.01% | 22.58% | 23.20% | 43.39% | -7.85% | 14.82% |
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, OSTFX achieves a -6.94% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, OSTFX has underperformed POGSX with an annualized return of 10.76%, while POGSX has yielded a comparatively higher 13.07% annualized return.
OSTFX
- 1D
- -0.27%
- 1M
- -9.09%
- YTD
- -6.94%
- 6M
- -3.70%
- 1Y
- 8.57%
- 3Y*
- 11.19%
- 5Y*
- 5.98%
- 10Y*
- 10.76%
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.
OSTFX vs. POGSX - Expense Ratio Comparison
OSTFX has a 0.95% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
OSTFX vs. POGSX — Risk / Return Rank
OSTFX
POGSX
OSTFX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Osterweis Fund (OSTFX) 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.
| OSTFX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.74 | -1.16 |
Sortino ratioReturn per unit of downside risk | 0.96 | 2.75 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 2.85 | -2.16 |
Martin ratioReturn relative to average drawdown | 2.79 | 11.79 | -9.00 |
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
| OSTFX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.74 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.64 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.71 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.29 | +0.39 |
Correlation
The correlation between OSTFX and POGSX is 0.73, 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
OSTFX vs. POGSX - Dividend Comparison
OSTFX's dividend yield for the trailing twelve months is around 6.43%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSTFX Osterweis Fund | 6.43% | 5.98% | 14.93% | 4.01% | 7.81% | 12.83% | 5.48% | 14.46% | 29.80% | 43.97% | 7.35% | 22.55% |
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
OSTFX vs. POGSX - Drawdown Comparison
The maximum OSTFX drawdown since its inception was -40.63%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for OSTFX and POGSX.
Loading graphics...
Drawdown Indicators
| OSTFX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.63% | -89.46% | +48.83% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -10.96% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -27.62% | -29.81% | +2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -33.05% | +0.51% |
Current DrawdownCurrent decline from peak | -10.06% | -8.03% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -36.91% | +30.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.65% | -0.16% |
Volatility
OSTFX vs. POGSX - Volatility Comparison
Osterweis Fund (OSTFX) and Pin Oak Equity (POGSX) have volatilities of 3.92% and 3.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OSTFX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 3.76% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 12.91% | -4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.37% | 19.62% | -4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 17.85% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.76% | 18.56% | -1.80% |