Pin Oak Equity Fund Market Value
| POGSX Fund | USD 96.94 1.40 1.47% |
| Symbol | Pin |
Pin Oak 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Pin Oak's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Pin Oak.
| 08/28/2025 |
| 11/26/2025 |
If you would invest 0.00 in Pin Oak on August 28, 2025 and sell it all today you would earn a total of 0.00 from holding Pin Oak Equity or generate 0.0% return on investment in Pin Oak over 90 days. Pin Oak is related to or competes with Us Government, Franklin Adjustable, Great-west, Jpmorgan Government, Ridgeworth Seix, and Payden Us. The fund invests primarily in common stocks of U.S More
Pin Oak Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Pin Oak's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Pin Oak Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7774 | |||
| Information Ratio | 0.0922 | |||
| Maximum Drawdown | 3.49 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 1.47 |
Pin Oak Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pin Oak's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pin Oak's standard deviation. In reality, there are many statistical measures that can use Pin Oak historical prices to predict the future Pin Oak's volatility.| Risk Adjusted Performance | 0.1186 | |||
| Jensen Alpha | 0.0735 | |||
| Total Risk Alpha | 0.0636 | |||
| Sortino Ratio | 0.0904 | |||
| Treynor Ratio | 0.1307 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pin Oak's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Pin Oak Equity Backtested Returns
At this stage we consider Pin Mutual Fund to be very steady. Pin Oak Equity maintains Sharpe Ratio (i.e., Efficiency) of 0.16, which implies the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pin Oak Equity, which you can use to evaluate the volatility of the fund. Please check Pin Oak's Coefficient Of Variation of 574.76, semi deviation of 0.6058, and Risk Adjusted Performance of 0.1186 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The fund holds a Beta of 0.94, which implies possible diversification benefits within a given portfolio. Pin Oak returns are very sensitive to returns on the market. As the market goes up or down, Pin Oak is expected to follow.
Auto-correlation | 0.61 |
Good predictability
Pin Oak Equity has good predictability. Overlapping area represents the amount of predictability between Pin Oak time series from 28th of August 2025 to 12th of October 2025 and 12th of October 2025 to 26th of November 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Pin Oak Equity price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Pin Oak price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.36 | |
| Residual Average | 0.0 | |
| Price Variance | 2.41 |
Pin Oak Equity lagged returns against current returns
Autocorrelation, which is Pin Oak mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Pin Oak's mutual fund expected returns. We can calculate the autocorrelation of Pin Oak returns to help us make a trade decision. For example, suppose you find that Pin Oak has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Pin Oak regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Pin Oak mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Pin Oak mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Pin Oak mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Pin Oak Lagged Returns
When evaluating Pin Oak's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Pin Oak mutual fund have on its future price. Pin Oak autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Pin Oak autocorrelation shows the relationship between Pin Oak mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Pin Oak Equity.
Regressed Prices |
| Timeline |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pin Mutual Fund
Pin Oak financial ratios help investors to determine whether Pin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pin with respect to the benefits of owning Pin Oak security.
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