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Pin Oak Equity (POGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.42-0.04 (-0.05%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.71%
5-year average return8.36%
Number of years up23
Number of years down7
Best 1-yr total return (29 Apr 2024)79.38%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return79.38%
Worst 3-yr total return0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOGSXCategory
YTD10.17%14.84%
1-month3.07%1.65%
3-month10.17%7.55%
1-year35.64%40.47%
3-year5.50%16.77%
5-year9.71%16.15%
10-year9.89%13.21%
Last bull market44.02%24.09%
Last bear market-17.81%-17.61%

Annual total return (%) history

Year
POGSXCategory
2024
N/AN/A
2023
27.16%N/A
2022
-25.10%N/A
2021
21.30%N/A
2020
10.57%15.83%
2019
27.71%28.78%
2018
-6.17%-6.27%
2017
15.16%20.44%
2016
19.25%10.37%
2015
4.54%-1.07%
2014
9.04%10.96%
2013
36.49%31.50%
2012
18.14%14.96%
2011
0.45%-1.27%
2010
15.20%14.01%
2009
79.38%28.17%
2008
-44.47%-37.79%
2007
15.02%6.16%
2006
-4.25%14.17%
2005
7.04%5.88%
2004
8.06%10.02%
2003
65.85%27.05%
2002
-50.23%-22.25%
2001
-48.60%-13.50%
2000
-13.11%-6.31%
1999
98.40%20.16%
1998
49.20%22.39%
1997
1.30%28.37%
1996
10.78%20.76%
1995
37.22%32.35%
1994
0.00%-0.93%
1993
1.76%10.21%
1992
N/A7.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.17%N/AN/AN/A
20233.28%8.97%0.93%11.95%
2022-6.82%-17.81%-4.95%2.90%
20218.38%8.56%-0.80%3.93%
2020-22.25%20.42%3.33%14.28%
201913.08%2.59%2.42%7.48%
20180.84%3.95%2.25%-12.44%
20173.69%1.94%2.05%6.76%
2016-1.91%1.02%7.92%11.51%
20150.69%1.06%-5.25%8.42%
20142.79%4.62%-1.09%2.52%
20138.45%6.78%6.22%10.96%
201214.87%-4.47%6.38%1.20%
20117.73%0.45%-19.02%14.62%
20107.16%-14.44%10.95%13.25%
20091.36%30.13%29.51%5.01%
2008-15.17%-4.74%-3.84%-28.53%
20073.75%10.81%8.20%-7.55%
2006-4.25%-9.25%0.20%9.97%
2005-7.60%3.15%5.42%6.54%
20040.41%2.12%-11.62%19.25%
20031.85%23.53%10.76%19.01%
2002-3.56%-33.81%-32.52%15.55%
2001-41.07%13.51%-41.85%32.13%
200042.54%-6.27%9.98%-40.86%
19997.15%12.62%9.54%50.09%
199816.28%6.47%-16.38%44.12%
1997-16.92%21.41%17.47%-14.51%
1996-2.34%4.41%5.58%2.89%
19955.01%14.79%16.43%-2.22%
19941.97%-24.58%16.67%11.45%
1993-9.28%4.79%4.84%2.10%
199229.72%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month69
3-month55
1-year6
3-year96
5-year95

Load adjusted returns

1-year35.64%
3-year5.50%
5-year9.71%
10-year9.89%