PSECX vs. OANMX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and Oakmark Fund Institutional Class (OANMX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. OANMX is managed by Oakmark. It was launched on Nov 30, 2016.
Performance
PSECX vs. OANMX - Performance Comparison
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PSECX vs. OANMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSECX 1789 Growth and Income Fund | -2.01% | 8.04% | 14.49% | 10.64% | -10.66% | 25.43% | 0.78% | 23.99% | -5.18% | 4.40% |
OANMX Oakmark Fund Institutional Class | -4.10% | 14.38% | 16.28% | 31.21% | -13.18% | 34.87% | 13.09% | 27.35% | -12.62% | 15.96% |
Returns By Period
In the year-to-date period, PSECX achieves a -2.01% return, which is significantly higher than OANMX's -4.10% return.
PSECX
- 1D
- -0.05%
- 1M
- -7.25%
- YTD
- -2.01%
- 6M
- -3.71%
- 1Y
- 6.71%
- 3Y*
- 9.78%
- 5Y*
- 7.18%
- 10Y*
- 6.86%
OANMX
- 1D
- 0.40%
- 1M
- -5.35%
- YTD
- -4.10%
- 6M
- 0.55%
- 1Y
- 8.40%
- 3Y*
- 15.67%
- 5Y*
- 11.13%
- 10Y*
- —
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PSECX vs. OANMX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than OANMX's 0.68% expense ratio.
Return for Risk
PSECX vs. OANMX — Risk / Return Rank
PSECX
OANMX
PSECX vs. OANMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and Oakmark Fund Institutional Class (OANMX). 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.
| PSECX | OANMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.50 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.93 | 0.82 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.12 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.56 | +0.26 |
Martin ratioReturn relative to average drawdown | 3.31 | 2.22 | +1.09 |
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
| PSECX | OANMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.50 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.61 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.58 | -0.05 |
Correlation
The correlation between PSECX and OANMX is 0.78, 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
PSECX vs. OANMX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than OANMX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSECX 1789 Growth and Income Fund | 0.87% | 0.85% | 3.88% | 2.71% | 4.60% | 1.53% | 0.27% | 1.16% | 6.78% | 0.59% | 0.31% | 5.12% |
OANMX Oakmark Fund Institutional Class | 1.19% | 1.14% | 1.34% | 1.22% | 1.17% | 1.94% | 0.33% | 8.53% | 8.37% | 0.66% | 0.00% | 0.00% |
Drawdowns
PSECX vs. OANMX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum OANMX drawdown of -40.08%. Use the drawdown chart below to compare losses from any high point for PSECX and OANMX.
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Drawdown Indicators
| PSECX | OANMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -40.08% | +8.95% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -13.46% | +5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -23.55% | +5.08% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | — | — |
Current DrawdownCurrent decline from peak | -7.44% | -6.56% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -5.62% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 3.36% | -1.29% |
Volatility
PSECX vs. OANMX - Volatility Comparison
The current volatility for 1789 Growth and Income Fund (PSECX) is 3.06%, while Oakmark Fund Institutional Class (OANMX) has a volatility of 3.70%. This indicates that PSECX experiences smaller price fluctuations and is considered to be less risky than OANMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSECX | OANMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 3.70% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 10.20% | -2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 18.73% | -5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 18.34% | -6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 20.78% | -7.61% |