PNRAX vs. POGSX
PNRAX (Putnam Research Fund) and POGSX (Pin Oak Equity) are both Large Cap Blend Equities funds. Over the past 10 years, PNRAX returned 15.83%/yr vs 13.90%/yr for POGSX. Their correlation of 0.83 means they have usually moved in the same direction. PNRAX charges 1.03%/yr vs 0.91%/yr for POGSX.
Performance
PNRAX vs. POGSX - Performance Comparison
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Returns By Period
In the year-to-date period, PNRAX achieves a 14.22% return, which is significantly lower than POGSX's 21.53% return. Over the past 10 years, PNRAX has outperformed POGSX with an annualized return of 15.83%, while POGSX has yielded a comparatively lower 13.90% annualized return.
PNRAX
- 1D
- 1.59%
- 1M
- 2.21%
- 6M
- 12.57%
- YTD
- 14.22%
- 1Y
- 25.52%
- 3Y*
- 22.59%
- 5Y*
- 14.01%
- 10Y*
- 15.83%
- ALL TIME*
- 9.49%
POGSX
- 1D
- 0.94%
- 1M
- 2.33%
- 6M
- 8.69%
- YTD
- 21.53%
- 1Y
- 34.77%
- 3Y*
- 26.35%
- 5Y*
- 12.25%
- 10Y*
- 13.90%
- ALL TIME*
- 9.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PNRAX Putnam Research Fund | $0.00 | $0.00 | $0.00 |
POGSX Pin Oak Equity | $0.00 | $0.00 | $0.00 |
PNRAX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PNRAX Putnam Research Fund | 14.22% | 18.11% | 26.21% | 28.83% | -17.45% | 24.32% | 20.01% | 32.83% | -4.81% | 23.19% |
POGSX Pin Oak Equity | 21.53% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Correlation
The correlation between PNRAX and POGSX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.82 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1996 | 0.83 |
The correlation between PNRAX and POGSX has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
PNRAX vs. POGSX — Risk / Return Rank
PNRAX
POGSX
PNRAX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Research Fund (PNRAX) 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.
| PNRAX | POGSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.50 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 4.64 | -1.30 |
| Martin ratioReturn relative to average drawdown | 13.65 | 16.38 | -2.74 |
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Drawdowns
PNRAX vs. POGSX - Drawdown Comparison
The maximum PNRAX drawdown since its inception was -57.49%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for PNRAX and POGSX.
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Drawdown Indicators
| PNRAX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.49% | -89.46% | +31.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.24% | -8.03% | -0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -20.26% | -15.76% | -4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.37% | -29.81% | +5.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.35% | -33.05% | -0.30% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -12.00% | -36.54% | +24.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.27% | -0.26% |
Volatility
PNRAX vs. POGSX - Volatility Comparison
Putnam Research Fund (PNRAX) has a higher volatility of 3.92% compared to Pin Oak Equity (POGSX) at 3.09%. This indicates that PNRAX'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
| PNRAX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 3.09% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | 8.93% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 15.49% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 17.79% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 18.44% | -0.45% |
PNRAX vs. POGSX - Expense Ratio Comparison
PNRAX has a 1.03% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Dividends
PNRAX vs. POGSX - Dividend Comparison
PNRAX's dividend yield for the trailing twelve months is around 10.06%, less than POGSX's 15.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PNRAX Putnam Research Fund | 10.06% | 11.49% | 7.57% | 0.28% | 9.46% | 7.67% | 2.02% | 7.24% | 15.09% | 1.57% | 1.06% | 1.19% |
POGSX Pin Oak Equity | 15.64% | 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
PNRAX and POGSX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PNRAX has higher volatility (3.92%) compared to POGSX (3.09%). In terms of maximum drawdown, PNRAX dropped -57.49% vs POGSX's -89.46%.
POGSX currently has the higher Sharpe Ratio (2.41 vs 2.08), 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.
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