Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBSYX (Polen U.S. Small Company Growth Fund Class Y) | 32.42% | 57.98% | 19.70% | 3.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBSYX (Polen U.S. Small Company Growth Fund Class Y) | 06/02/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 57.98 | 19.70 | 3.23 | NA | NA | NA | … | … | 32.42 | 15.74 | 2.60 | 23.40 | -42.83 | 8.50 |
| Sharpe Ratio | NA | 1.90 | 0.67 | NA | NA | NA | NA | … | … | 2.60 | 0.46 | -0.05 | 0.95 | -1.08 | 0.70 |
| Standard Deviation(%) | NA | 28.82 | 24.89 | NA | NA | NA | NA | … | … | 32.78 | 28.40 | 20.46 | 21.07 | 41.04 | 21.16 |
| Draw Down(%) | NA | 13.61 | 28.01 | NA | NA | NA | NA | … | … | 13.61 | 25.57 | 13.20 | 17.45 | 46.84 | 17.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.21 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.02 |
Data as of 06/04/2026, Common starting date is 06/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBSYX (Polen U.S. Small Company Growth Fund Class Y) |
-13.85%
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 |
|---|---|---|---|---|
| PBSYX (Polen U.S. Small Company Growth Fund Class Y) |
20.12%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart