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Polen US Small Company Growth Investor (PBSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.08+0.02 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-8.02%
5-Year Average Return1.86%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 2, 2024)49.53%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return49.53%
Worst 3-Yr Total Return-7.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPBSRXCategory
YTD-7.74%12.40%
1-Month-2.53%3.37%
3-Month-8.76%4.88%
1-Year-2.53%55.69%
3-Year-13.18%19.34%
5-Year2.04%20.72%
10-Year0.00%13.98%
Last Bull Market21.76%27.85%
Last Bear Market-25.81%-24.06%

Annual Total Return (%) History

Year
PBSRXCategory
2024
N/AN/A
2023
21.43%N/A
2022
-42.99%N/A
2021
16.10%N/A
2020
49.53%38.62%
2019
N/A27.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.13%-8.76%N/AN/A
202310.76%3.78%-4.01%10.06%
2022-22.10%-25.81%-4.38%3.17%
20210.33%12.96%1.40%1.04%
2020-22.43%44.69%3.78%28.38%
20196.10%-3.72%3.62%N/A

Rank In Category (By Total Return)

YTD99
1-Month95
3-Month98
1-Year96
3-Year94
5-Year95

Load Adjusted Returns

1-Year-2.53%
3-Year-13.18%
5-Year2.04%
10-YearN/A