SVSPX vs. POGSX
Compare and contrast key facts about State Street S&P 500 Index Fund Class N (SVSPX) and Pin Oak Equity (POGSX).
SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
SVSPX vs. POGSX - Performance Comparison
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SVSPX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVSPX State Street S&P 500 Index Fund Class N | -4.37% | 17.83% | 25.07% | 26.21% | -18.31% | 28.38% | 18.48% | 31.27% | -4.87% | 21.71% |
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, SVSPX achieves a -4.37% return, which is significantly lower than POGSX's 8.02% return. Both investments have delivered pretty close results over the past 10 years, with SVSPX having a 13.92% annualized return and POGSX not far behind at 13.32%.
SVSPX
- 1D
- 2.93%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.09%
- 1Y
- 17.31%
- 3Y*
- 18.28%
- 5Y*
- 11.67%
- 10Y*
- 13.92%
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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SVSPX vs. POGSX - Expense Ratio Comparison
SVSPX has a 0.16% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
SVSPX vs. POGSX — Risk / Return Rank
SVSPX
POGSX
SVSPX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) 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.
| SVSPX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.85 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.90 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.42 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 3.38 | -2.95 |
Martin ratioReturn relative to average drawdown | 1.65 | 13.83 | -12.18 |
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
| SVSPX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.85 | -0.79 |
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 | 0.78 | 0.72 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.30 | +0.26 |
Correlation
The correlation between SVSPX and POGSX is 0.79, 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
SVSPX vs. POGSX - Dividend Comparison
SVSPX's dividend yield for the trailing twelve months is around 8.68%, less than POGSX's 17.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVSPX State Street S&P 500 Index Fund Class N | 8.68% | 8.28% | 9.39% | 12.38% | 10.53% | 11.65% | 15.98% | 6.40% | 13.29% | 4.94% | 8.63% | 4.05% |
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
SVSPX vs. POGSX - Drawdown Comparison
The maximum SVSPX drawdown since its inception was -55.76%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for SVSPX and POGSX.
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Drawdown Indicators
| SVSPX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.76% | -89.46% | +33.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -10.96% | -1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -24.59% | -29.81% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -33.05% | -0.64% |
Current DrawdownCurrent decline from peak | -6.26% | -5.97% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -36.91% | +27.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 2.68% | +2.33% |
Volatility
SVSPX vs. POGSX - Volatility Comparison
State Street S&P 500 Index Fund Class N (SVSPX) has a higher volatility of 5.01% compared to Pin Oak Equity (POGSX) at 4.50%. This indicates that SVSPX'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
| SVSPX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.50% | +0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.75% | 13.08% | -3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.72% | 19.70% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 17.88% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.30% | 18.57% | -0.27% |