SENCX vs. POGSX
Compare and contrast key facts about Touchstone Large Cap Focused Fund (SENCX) and Pin Oak Equity (POGSX).
SENCX is managed by Touchstone. It was launched on Jan 12, 1934. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
SENCX vs. POGSX - Performance Comparison
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SENCX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENCX Touchstone Large Cap Focused Fund | -10.24% | 17.56% | 20.29% | 25.00% | -17.55% | 25.26% | 23.83% | 47.43% | -2.60% | 22.91% |
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, SENCX achieves a -10.24% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, SENCX has outperformed POGSX with an annualized return of 14.57%, while POGSX has yielded a comparatively lower 13.07% annualized return.
SENCX
- 1D
- 0.07%
- 1M
- -8.79%
- YTD
- -10.24%
- 6M
- -7.50%
- 1Y
- 9.53%
- 3Y*
- 13.61%
- 5Y*
- 8.61%
- 10Y*
- 14.57%
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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SENCX vs. POGSX - Expense Ratio Comparison
SENCX has a 0.99% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
SENCX vs. POGSX — Risk / Return Rank
SENCX
POGSX
SENCX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Focused Fund (SENCX) 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.
| SENCX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.74 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.91 | 2.75 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.40 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 2.85 | -2.25 |
Martin ratioReturn relative to average drawdown | 2.29 | 11.79 | -9.51 |
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
| SENCX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.74 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.64 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.71 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.29 | +0.31 |
Correlation
The correlation between SENCX 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
SENCX vs. POGSX - Dividend Comparison
SENCX's dividend yield for the trailing twelve months is around 1.63%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENCX Touchstone Large Cap Focused Fund | 1.63% | 1.46% | 0.66% | 0.65% | 1.58% | 6.74% | 5.59% | 23.32% | 12.26% | 17.28% | 7.08% | 9.70% |
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
SENCX vs. POGSX - Drawdown Comparison
The maximum SENCX drawdown since its inception was -51.89%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for SENCX and POGSX.
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Drawdown Indicators
| SENCX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.89% | -89.46% | +37.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -10.96% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -27.82% | -29.81% | +1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -31.56% | -33.05% | +1.49% |
Current DrawdownCurrent decline from peak | -12.21% | -8.03% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -36.91% | +30.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.65% | +0.60% |
Volatility
SENCX vs. POGSX - Volatility Comparison
Touchstone Large Cap Focused Fund (SENCX) has a higher volatility of 4.39% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that SENCX'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
| SENCX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 3.76% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 12.91% | -3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 19.62% | -1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 17.85% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.46% | 18.56% | -0.10% |