WSEFX vs. POGSX
Compare and contrast key facts about Boston Trust Walden Equity Fund (WSEFX) and Pin Oak Equity (POGSX).
WSEFX is managed by Boston Trust Walden. It was launched on Jun 18, 1999. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
WSEFX vs. POGSX - Performance Comparison
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WSEFX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSEFX Boston Trust Walden Equity Fund | -5.95% | 13.26% | 9.78% | 16.31% | -13.53% | 27.97% | 13.57% | 35.43% | -2.54% | 15.84% |
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, WSEFX achieves a -5.95% return, which is significantly lower than POGSX's 5.66% return. Over the past 10 years, WSEFX has underperformed POGSX with an annualized return of 10.94%, while POGSX has yielded a comparatively higher 13.07% annualized return.
WSEFX
- 1D
- -0.32%
- 1M
- -7.78%
- YTD
- -5.95%
- 6M
- -0.94%
- 1Y
- 10.89%
- 3Y*
- 9.54%
- 5Y*
- 7.41%
- 10Y*
- 10.94%
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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WSEFX vs. POGSX - Expense Ratio Comparison
WSEFX has a 1.00% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
WSEFX vs. POGSX — Risk / Return Rank
WSEFX
POGSX
WSEFX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Walden Equity Fund (WSEFX) 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.
| WSEFX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.74 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.17 | 2.75 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.40 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.85 | -1.98 |
Martin ratioReturn relative to average drawdown | 3.96 | 11.79 | -7.83 |
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
| WSEFX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.74 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.64 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.71 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.29 | +0.13 |
Correlation
The correlation between WSEFX and POGSX is 0.83, 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
WSEFX vs. POGSX - Dividend Comparison
WSEFX's dividend yield for the trailing twelve months is around 12.28%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSEFX Boston Trust Walden Equity Fund | 12.28% | 11.55% | 4.95% | 2.99% | 3.31% | 2.24% | 4.15% | 5.27% | 2.20% | 0.92% | 3.39% | 6.82% |
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
WSEFX vs. POGSX - Drawdown Comparison
The maximum WSEFX drawdown since its inception was -48.02%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for WSEFX and POGSX.
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Drawdown Indicators
| WSEFX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.02% | -89.46% | +41.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.26% | -10.96% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.99% | -29.81% | +7.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.50% | -33.05% | -0.45% |
Current DrawdownCurrent decline from peak | -8.65% | -8.03% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -6.12% | -36.91% | +30.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.65% | -0.17% |
Volatility
WSEFX vs. POGSX - Volatility Comparison
Boston Trust Walden Equity Fund (WSEFX) and Pin Oak Equity (POGSX) have volatilities of 3.66% and 3.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSEFX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 3.76% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 12.91% | -4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.61% | 19.62% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.56% | 17.85% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.25% | 18.56% | -1.31% |