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Polen Growth Institutional (POLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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45.70+0.45 (+0.99%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.81%
5-Year Average Return10.83%
Number of Years Up12
Number of Years Down1
Best 1 Yr Total Return (Jun 20, 2024)39.17%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return39.17%
Worst 3-Yr Total Return0.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPOLIXCategory
YTD2.48%12.38%
1-Month0.14%5.09%
3-Month-5.63%10.28%
1-Year18.88%41.70%
3-Year0.05%22.56%
5-Year11.18%21.98%
10-Year13.34%15.99%
Last Bull Market24.79%25.99%
Last Bear Market-24.06%-17.29%

Annual Total Return (%) History

Year
POLIXCategory
2024
N/AN/A
2023
39.17%N/A
2022
-38.34%N/A
2021
23.47%N/A
2020
33.24%35.86%
2019
37.15%31.90%
2018
7.82%-2.09%
2017
26.45%27.67%
2016
0.68%3.23%
2015
14.64%3.60%
2014
16.31%10.00%
2013
22.41%33.92%
2012
11.44%15.34%
2011
6.41%-2.46%
2010
N/A15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.19%N/AN/AN/A
202314.05%10.48%-3.54%14.51%
2022-13.61%-24.06%-5.48%-0.57%
20211.57%12.93%2.55%4.97%
2020-13.18%27.04%9.95%9.87%
201916.71%5.83%0.67%10.31%
20183.10%8.77%10.20%-12.74%
20178.98%6.59%3.76%4.91%
2016-0.10%-2.95%4.74%-0.86%
20153.41%2.14%0.70%7.78%
20140.31%3.93%1.54%9.87%
20135.95%-2.46%6.40%11.32%
201215.84%-7.19%5.07%-1.34%
20112.63%3.59%-8.92%9.89%
20109.94%N/AN/AN/A

Rank In Category (By Total Return)

YTD98
1-Month99
3-Month98
1-Year96
3-Year92
5-Year90

Load Adjusted Returns

1-Year18.88%
3-Year0.05%
5-Year11.18%
10-Year13.34%