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Polen US SMID Company Growth Instl (PBMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.47+0.08 (+1.08%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-7.86%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (May 1, 2024)27.50%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return27.50%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPBMIXCategory
YTD-9.10%10.80%
1-Month-8.65%4.43%
3-Month-4.33%7.00%
1-Year5.65%48.17%
3-Year-11.49%21.26%
5-Year0.00%20.18%
10-Year0.00%14.07%
Last Bull Market22.96%27.14%
Last Bear Market-29.55%-21.26%

Annual Total Return (%) History

Year
PBMIXCategory
2024
N/AN/A
2023
27.50%N/A
2022
-45.68%N/A
2021
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.50%N/AN/AN/A
202311.45%5.28%-5.28%14.74%
2022-24.01%-29.55%1.45%0.00%
20211.17%4.24%N/AN/A

Rank In Category (By Total Return)

YTD99
1-Month94
3-Month99
1-Year95
3-Year96
5-YearN/A

Load Adjusted Returns

1-Year5.65%
3-Year-11.49%
5-YearN/A
10-YearN/A