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

Risk Overview

Morningstar Risk Rating★★★★
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

Risk Statistics

3 Years
PBSIXCategory Average
5 Years
PBSIXCategory Average
10 Years
PBSIXCategory Average
Alpha
-19.57-0.02
-12.050.01
N/A-0.02
BETA
1.220.01
1.220.01
N/A0.01
Mean Annual Return
-0.60.02
0.620.02
N/A0.01
R-squared
75.330.78
72.830.73
N/A0.73
Standard Deviation
25.040.26
26.050.21
N/A0.19
Sharpe Ratio
-0.420.01
0.20.01
N/A0.01
Treynor Ratio
-10.720.15
1.570.17
N/A0.11