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POGSX: PIN OAK EQUITY FUND PIN OAK EQUITY FUND (MUTUAL FUND)
Basic Info 94.73 1.77(1.83%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 10/10/1996 |
| Last Dividend Date: | 01/29/2026 |
| 12-Mo. Yield | 19.10% |
| Expenses | 0.98% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 14.9 | 35.5 | 26.3 | 9.5 | 12.1 | 12.1 | 11.3 | 8.0 | 27.4 | 19.0 | 27.2 | -25.1 | 9.5 | 6.5 | 27.7 | -6.1 | 15.1 | 19.2 | 4.6 | 9.0 | 36.5 | 18.1 | 0.5 | 15.3 | 79.4 | -44.5 | 15.0 | -4.3 | 7.0 | 8.1 | 65.9 | -50.1 | -48.6 | -13.0 | 98.8 | 49.1 | 1.3 | 2.7 |
| Sharpe Ratio | NA | 1.88 | 2.19 | 1.5 | 0.38 | 0.55 | NA | NA | 0.22 | 1.42 | 1.19 | 1.7 | -1.05 | 0.52 | 0.18 | 2.05 | -0.47 | 1.82 | 1.19 | 0.28 | 0.72 | 2.98 | 1.16 | 0.02 | 0.7 | 2.25 | -0.99 | 0.66 | -0.43 | 0.31 | 0.32 | 2.3 | -0.96 | -0.8 | -0.25 | 3.15 | 1.24 | -0.07 | 0.38 |
| Draw Down(%) | NA | 8.0 | 8.0 | 15.8 | 36.7 | 36.7 | NA | NA | 89.4 | 15.8 | 7.5 | 11.6 | 28.1 | 12.1 | 33.1 | 7.5 | 19.4 | 4.7 | 13.4 | 11.9 | 9.5 | 4.1 | 13.0 | 24.1 | 19.0 | 25.9 | 56.3 | 14.0 | 27.5 | 13.1 | 25.0 | 15.8 | 65.8 | 69.2 | 49.9 | 12.8 | 35.3 | 30.8 | 10.8 |
| Standard Deviation(%) | NA | 19.1 | 15.0 | 15.3 | 18.2 | 18.8 | NA | NA | 29.9 | 17.4 | 12.9 | 13.9 | 25.4 | 18.2 | 33.8 | 12.8 | 16.2 | 8.0 | 16.0 | 16.4 | 12.5 | 12.2 | 15.7 | 27.5 | 21.7 | 35.3 | 45.9 | 18.0 | 17.9 | 15.4 | 22.1 | 28.3 | 53.7 | 64.4 | 68.1 | 30.3 | 36.8 | 33.5 | 24.4 |
| Treynor Ratio | NA | 0.49 | 0.44 | 0.28 | 0.08 | 0.12 | NA | NA | 0.06 | 0.27 | 0.19 | 0.32 | -0.28 | 0.11 | 0.07 | 0.28 | -0.08 | 0.16 | 0.2 | 0.05 | 0.1 | 0.4 | 0.18 | 0.0 | 0.16 | 0.77 | -0.48 | 0.13 | -0.07 | 0.05 | 0.05 | 0.42 | -0.29 | -0.23 | -0.09 | 0.71 | 0.33 | 0.0 | 0.0 |
| Alpha | NA | 0.08 | 0.07 | 0.04 | 0.01 | 0.01 | NA | NA | 0.0 | 0.06 | 0.02 | 0.05 | -0.04 | -0.04 | -0.03 | 0.0 | 0.01 | -0.01 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | -0.03 | 0.1 | -0.03 | 0.03 | -0.07 | -0.02 | -0.07 | 0.03 | -0.12 | -0.17 | -0.04 | 0.24 | 0.13 | NA | NA |
| Beta | NA | 0.73 | 0.75 | 0.83 | 0.87 | 0.88 | NA | NA | 1.15 | 0.9 | 0.81 | 0.75 | 0.94 | 0.89 | 0.87 | 0.94 | 0.95 | 0.89 | 0.94 | 1.01 | 0.94 | 0.92 | 1.0 | 0.99 | 0.97 | 1.04 | 0.95 | 0.94 | 1.15 | 1.02 | 1.47 | 1.57 | 1.79 | 2.24 | 1.87 | 1.34 | 1.39 | NA | NA |
| RSquared | NA | 0.27 | 0.38 | 0.63 | 0.71 | 0.8 | NA | NA | 0.61 | 0.84 | 0.63 | 0.67 | 0.9 | 0.55 | 0.89 | 0.88 | 0.91 | 0.77 | 0.81 | 0.87 | 0.9 | 0.87 | 0.89 | 0.96 | 0.94 | 0.91 | 0.84 | 0.75 | 0.65 | 0.65 | 0.7 | 0.8 | 0.69 | 0.62 | 0.63 | 0.57 | 0.53 | 0.0 | 0.0 |
| Yield(%) | N/A | 8.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 18.1 | 9.6 | 0.1 | 0.1 | 0.8 | 4.0 | 2.7 | 2.0 | 2.4 | 3.9 | 1.4 | 0.8 | 0.8 | 0.0 | 0.5 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.5 | 5.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -2.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -42.0 | 120.6 | 6503.2 | 14.6 | -86.4 | -74.7 | 35.6 | 49.6 | -0.3 | -38.0 | 210.2 | 121.6 | 23.0 | N/A | -100.0 | 785.7 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -83.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/1996
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