VOLMX vs. POGSX
Compare and contrast key facts about Volumetric Fund (VOLMX) and Pin Oak Equity (POGSX).
VOLMX is managed by Volumetric. It was launched on Jan 2, 1979. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
VOLMX vs. POGSX - Performance Comparison
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VOLMX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VOLMX Volumetric Fund | -5.56% | 1.52% | 5.77% | 12.57% | -14.29% | 17.79% | 10.05% | 20.13% | -10.31% | 9.08% |
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, VOLMX achieves a -5.56% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, VOLMX has underperformed POGSX with an annualized return of 4.19%, while POGSX has yielded a comparatively higher 13.07% annualized return.
VOLMX
- 1D
- -0.36%
- 1M
- -7.12%
- YTD
- -5.56%
- 6M
- -6.28%
- 1Y
- 1.32%
- 3Y*
- 3.62%
- 5Y*
- 1.83%
- 10Y*
- 4.19%
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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VOLMX vs. POGSX - Expense Ratio Comparison
VOLMX has a 1.89% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
VOLMX vs. POGSX — Risk / Return Rank
VOLMX
POGSX
VOLMX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Volumetric Fund (VOLMX) 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.
| VOLMX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 1.74 | -1.61 |
Sortino ratioReturn per unit of downside risk | 0.29 | 2.75 | -2.46 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.40 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.03 | 2.85 | -2.82 |
Martin ratioReturn relative to average drawdown | 0.13 | 11.79 | -11.66 |
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
| VOLMX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.74 | -1.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.64 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.71 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.29 | -0.01 |
Correlation
The correlation between VOLMX and POGSX is 0.77, 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
VOLMX vs. POGSX - Dividend Comparison
VOLMX's dividend yield for the trailing twelve months is around 2.01%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOLMX Volumetric Fund | 2.01% | 1.89% | 0.00% | 3.28% | 5.47% | 8.02% | 1.03% | 3.36% | 2.39% | 0.00% | 0.00% | 0.00% |
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
VOLMX vs. POGSX - Drawdown Comparison
The maximum VOLMX drawdown since its inception was -49.79%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for VOLMX and POGSX.
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Drawdown Indicators
| VOLMX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -89.46% | +39.67% |
Max Drawdown (1Y)Largest decline over 1 year | -9.86% | -10.96% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.09% | -29.81% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | -28.21% | -33.05% | +4.84% |
Current DrawdownCurrent decline from peak | -15.72% | -8.03% | -7.69% |
Average DrawdownAverage peak-to-trough decline | -9.51% | -36.91% | +27.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.65% | +0.02% |
Volatility
VOLMX vs. POGSX - Volatility Comparison
The current volatility for Volumetric Fund (VOLMX) is 3.52%, while Pin Oak Equity (POGSX) has a volatility of 3.76%. This indicates that VOLMX experiences smaller price fluctuations and is considered to be less risky 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
| VOLMX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 3.76% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 12.91% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.42% | 19.62% | -5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.81% | 17.85% | -4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 18.56% | -4.01% |