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Polen U.S Small Company Growth Fund- Institutional Class (PBSIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.30
-0.03
(-0.23%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
-7.64%
5-Year Average Return
2.30%
Number of Years Up
5
Number of Years Down
1
Best 1 Yr Total Return (Jun 27, 2024)
50.02%
Worst 1 Yr Total Return (Jun 27, 2024)
N/A
Best 3-Yr Total Return
50.02%
Worst 3-Yr Total Return
-6.79%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
PBSIX
Category
YTD
-5.28%
12.40%
1-Month
2.25%
3.37%
3-Month
-4.68%
4.88%
1-Year
8.95%
55.69%
3-Year
-9.81%
19.34%
5-Year
4.18%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
21.84%
27.85%
Last Bear Market
-25.79%
-24.06%
Annual Total Return (%) History
Year
PBSIX
Category
2024
N/A
N/A
2023
21.83%
N/A
2022
-42.90%
N/A
2021
16.41%
N/A
2020
50.02%
38.62%
2019
21.22%
27.68%
2018
1.96%
-5.76%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.11%
N/A
N/A
N/A
2023
10.83%
3.89%
-3.97%
10.18%
2022
-22.08%
-25.79%
-4.34%
3.23%
2021
0.33%
13.06%
1.44%
1.18%
2020
-22.39%
44.91%
3.77%
28.56%
2019
14.34%
6.19%
-3.64%
3.61%
2018
2.30%
8.50%
8.83%
-15.60%
Rank In Category (By Total Return)
YTD
97
1-Month
92
3-Month
92
1-Year
92
3-Year
89
5-Year
94
Load Adjusted Returns
1-Year
8.95%
3-Year
-9.81%
5-Year
4.18%
10-Year
N/A
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