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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

Risk Overview

Morningstar Risk Rating★★★

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

Risk Statistics

3 Years

POLRXCategory Average

5 Years

POLRXCategory Average

10 Years

POLRXCategory Average

Alpha

-9.630.03

-4.770.04

0.30.01

BETA

1.160.01

1.070.01

1.030.01

Mean Annual Return

0.190.02

1.050.02

1.150.01

R-squared

83.840.89

84.420.87

83.220.87

Standard Deviation

22.60.2

21.220.16

17.250.15

Sharpe Ratio

-0.040.01

0.490.01

0.710.01

Treynor Ratio

-2.990.21

8.080.21

11.160.15