Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBMIX (Polen U.S. SMID Company Growth Fund Institutional Class) | NA | 507.01% | 100.88% | NA | NA | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 04/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBMIX (Polen U.S. SMID Company Growth Fund Institutional Class) | 04/05/2021 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 507.01 | 100.88 | NA | NA | NA | NA | … | … | 559.21 | 0.37 | 28.93 | -45.68 | 13.75 |
| Sharpe Ratio | NA | 3.50 | 1.15 | NA | NA | NA | NA | … | … | 4.61 | -0.32 | 1.13 | -1.09 | 0.93 |
| Standard Deviation(%) | NA | 144.00 | 84.84 | NA | NA | NA | NA | … | … | 150.60 | 19.45 | 21.96 | 43.43 | 20.13 |
| Draw Down(%) | NA | 29.33 | 29.88 | NA | NA | NA | NA | … | … | 26.00 | 11.75 | 18.73 | 48.36 | 13.45 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.21 | 0.11 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.07 |
Data as of 11/28/2025, Common starting date is 04/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMIX (Polen U.S. SMID Company Growth Fund Institutional Class) |
-12.89%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBMIX (Polen U.S. SMID Company Growth Fund Institutional Class) |
101.08%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart