SSSYX vs. POGSX
Compare and contrast key facts about State Street Equity 500 Index Fund Class K (SSSYX) and Pin Oak Equity (POGSX).
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. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
SSSYX vs. POGSX - Performance Comparison
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SSSYX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | -4.34% | 17.81% | 24.99% | 26.27% | -18.16% | 28.51% | 18.31% | 31.38% | -4.38% | 21.61% |
POGSX Pin Oak Equity | 8.02% | 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, SSSYX achieves a -4.34% return, which is significantly lower than POGSX's 8.02% return. Both investments have delivered pretty close results over the past 10 years, with SSSYX having a 14.02% annualized return and POGSX not far behind at 13.32%.
SSSYX
- 1D
- 2.92%
- 1M
- -5.02%
- YTD
- -4.34%
- 6M
- -2.15%
- 1Y
- 17.29%
- 3Y*
- 18.28%
- 5Y*
- 11.75%
- 10Y*
- 14.02%
POGSX
- 1D
- 2.24%
- 1M
- -3.10%
- YTD
- 8.02%
- 6M
- 14.62%
- 1Y
- 36.09%
- 3Y*
- 26.34%
- 5Y*
- 11.39%
- 10Y*
- 13.32%
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SSSYX vs. POGSX - Expense Ratio Comparison
SSSYX has a 0.02% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
SSSYX vs. POGSX — Risk / Return Rank
SSSYX
POGSX
SSSYX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund Class K (SSSYX) 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.
| SSSYX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.85 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.90 | -1.41 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.42 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 3.38 | -1.86 |
Martin ratioReturn relative to average drawdown | 7.30 | 13.83 | -6.53 |
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
| SSSYX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.85 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.64 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.72 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.30 | -0.19 |
Correlation
The correlation between SSSYX and POGSX 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
SSSYX vs. POGSX - Dividend Comparison
SSSYX's dividend yield for the trailing twelve months is around 1.51%, less than POGSX's 17.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSYX State Street Equity 500 Index Fund Class K | 1.51% | 1.44% | 1.63% | 1.78% | 2.16% | 2.76% | 1.86% | 4.44% | 5.18% | 5.94% | 2.07% | 1.84% |
POGSX Pin Oak Equity | 17.59% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
SSSYX vs. POGSX - Drawdown Comparison
The maximum SSSYX drawdown since its inception was -91.48%, roughly equal to the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for SSSYX and POGSX.
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Drawdown Indicators
| SSSYX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.48% | -89.46% | -2.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -10.96% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.49% | -29.81% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -91.48% | -33.05% | -58.43% |
Current DrawdownCurrent decline from peak | -6.22% | -5.97% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -36.91% | +32.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 2.68% | -0.16% |
Volatility
SSSYX vs. POGSX - Volatility Comparison
State Street Equity 500 Index Fund Class K (SSSYX) has a higher volatility of 5.34% compared to Pin Oak Equity (POGSX) at 4.50%. This indicates that SSSYX'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
| SSSYX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.50% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 13.08% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 19.70% | -1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 17.88% | -0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 124.43% | 18.57% | +105.86% |