POGSX vs. SSSYX
Compare and contrast key facts about Pin Oak Equity (POGSX) and State Street Equity 500 Index Fund Class K (SSSYX).
POGSX is managed by Oak Associates. It was launched on Aug 3, 1992. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.
Performance
POGSX vs. SSSYX - Performance Comparison
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POGSX vs. SSSYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
SSSYX State Street Equity 500 Index Fund Class K | -7.05% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
Returns By Period
In the year-to-date period, POGSX achieves a 5.66% return, which is significantly higher than SSSYX's -7.05% return. Both investments have delivered pretty close results over the past 10 years, with POGSX having a 13.07% annualized return and SSSYX not far ahead at 13.69%.
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%
SSSYX
- 1D
- -0.39%
- 1M
- -7.67%
- YTD
- -7.05%
- 6M
- -4.60%
- 1Y
- 14.40%
- 3Y*
- 17.15%
- 5Y*
- 11.37%
- 10Y*
- 13.69%
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POGSX vs. SSSYX - Expense Ratio Comparison
POGSX has a 0.91% expense ratio, which is higher than SSSYX's 0.02% expense ratio.
Return for Risk
POGSX vs. SSSYX — Risk / Return Rank
POGSX
SSSYX
POGSX vs. SSSYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pin Oak Equity (POGSX) and State Street Equity 500 Index Fund Class K (SSSYX). 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.
| POGSX | SSSYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.84 | +0.91 |
Sortino ratioReturn per unit of downside risk | 2.75 | 1.30 | +1.45 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.20 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.85 | 1.06 | +1.80 |
Martin ratioReturn relative to average drawdown | 11.79 | 5.13 | +6.66 |
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
| POGSX | SSSYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.84 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.68 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.11 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.11 | +0.19 |
Correlation
The correlation between POGSX and SSSYX is 0.92, 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
POGSX vs. SSSYX - Dividend Comparison
POGSX's dividend yield for the trailing twelve months is around 17.99%, more than SSSYX's 1.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SSSYX State Street Equity 500 Index Fund Class K | 1.55% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
Drawdowns
POGSX vs. SSSYX - Drawdown Comparison
The maximum POGSX drawdown since its inception was -89.46%, roughly equal to the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for POGSX and SSSYX.
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Drawdown Indicators
| POGSX | SSSYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.46% | -91.48% | +2.02% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -12.10% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.81% | -24.49% | -5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -33.05% | -91.48% | +58.43% |
Current DrawdownCurrent decline from peak | -8.03% | -8.88% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -36.91% | -4.20% | -32.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.49% | +0.16% |
Volatility
POGSX vs. SSSYX - Volatility Comparison
The current volatility for Pin Oak Equity (POGSX) is 3.76%, while State Street Equity 500 Index Fund Class K (SSSYX) has a volatility of 4.24%. This indicates that POGSX experiences smaller price fluctuations and is considered to be less risky than SSSYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POGSX | SSSYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 4.24% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 9.08% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 18.10% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.85% | 16.85% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 124.43% | -105.87% |