Canada markets closed

Polen U.S Small Company Growth Fund- Institutional Class (PBSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.30-0.03 (-0.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-7.64%
5-Year Average Return2.30%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)50.02%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return50.02%
Worst 3-Yr Total Return-6.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPBSIXCategory
YTD-5.28%12.40%
1-Month2.25%3.37%
3-Month-4.68%4.88%
1-Year8.95%55.69%
3-Year-9.81%19.34%
5-Year4.18%20.72%
10-Year0.00%13.98%
Last Bull Market21.84%27.85%
Last Bear Market-25.79%-24.06%

Annual Total Return (%) History

Year
PBSIXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20241.11%N/AN/AN/A
202310.83%3.89%-3.97%10.18%
2022-22.08%-25.79%-4.34%3.23%
20210.33%13.06%1.44%1.18%
2020-22.39%44.91%3.77%28.56%
201914.34%6.19%-3.64%3.61%
20182.30%8.50%8.83%-15.60%

Rank In Category (By Total Return)

YTD97
1-Month92
3-Month92
1-Year92
3-Year89
5-Year94

Load Adjusted Returns

1-Year8.95%
3-Year-9.81%
5-Year4.18%
10-YearN/A