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Polen Growth Investor (POLRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.24+0.16 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.90%
5-Year Average Return11.19%
Number of Years Up12
Number of Years Down1
Best 1 Yr Total Return (Jun 26, 2024)38.81%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return38.81%
Worst 3-Yr Total Return0.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPOLRXCategory
YTD2.40%12.38%
1-Month0.14%5.09%
3-Month-5.68%10.28%
1-Year18.62%41.70%
3-Year-0.20%22.56%
5-Year10.90%21.98%
10-Year13.06%15.99%
Last Bull Market24.68%25.99%
Last Bear Market-24.09%-17.29%

Annual Total Return (%) History

Year
POLRXCategory
2024
N/AN/A
2023
38.81%N/A
2022
-38.50%N/A
2021
23.13%N/A
2020
32.94%35.86%
2019
36.82%31.90%
2018
7.53%-2.09%
2017
26.12%27.67%
2016
0.47%3.23%
2015
14.35%3.60%
2014
15.97%10.00%
2013
22.16%33.92%
2012
11.14%15.34%
2011
6.15%-2.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.15%N/AN/AN/A
202313.99%10.40%-3.59%14.41%
2022-13.66%-24.09%-5.55%-0.65%
20211.47%12.87%2.47%4.91%
2020-13.24%26.97%9.89%9.81%
201916.63%5.77%0.62%10.24%
20183.02%8.71%10.11%-12.80%
20178.89%6.54%3.68%4.85%
2016-0.16%-2.98%4.64%-0.88%
20153.38%2.05%0.65%7.69%
20140.25%3.83%1.49%9.78%
20135.90%-2.47%6.30%11.27%
201215.80%-7.29%5.01%-1.42%
20112.63%3.51%-9.01%9.81%

Rank In Category (By Total Return)

YTD98
1-Month99
3-Month98
1-Year97
3-Year93
5-Year92

Load Adjusted Returns

1-Year18.62%
3-Year-0.20%
5-Year10.90%
10-Year13.06%