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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

Risk Overview

Morningstar Risk Rating★★★★
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

Risk Statistics

3 Years
PBSRXCategory Average
5 Years
PBSRXCategory Average
10 Years
PBSRXCategory Average
Alpha
-23.73-0.02
-13.240.01
N/A-0.02
BETA
1.190.01
1.220.01
N/A0.01
Mean Annual Return
-0.930.02
0.450.02
N/A0.01
R-squared
75.880.78
71.650.73
N/A0.73
Standard Deviation
24.420.26
25.890.21
N/A0.19
Sharpe Ratio
-0.60.01
0.120.01
N/A0.01
Treynor Ratio
-13.940.15
-0.230.17
N/A0.11