Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGIIX (POLEN GLOBAL GROWTH FUND INSTITUTIONAL CLASS) | -8.05% | -8.47% | 5.19% | 0.32% | 10.05% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIIX (POLEN GLOBAL GROWTH FUND INSTITUTIONAL CLASS) | 01/02/2015 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | -8.47 | 5.19 | 0.32 | 10.05 | NA | NA | … | … | -8.05 | 1.91 | 11.98 | 31.35 | -31.20 | 17.43 | 23.67 | 36.92 | 2.51 | 31.52 | 0.51 | 9.11 |
| Sharpe Ratio | NA | -0.64 | 0.14 | -0.10 | 0.43 | NA | NA | … | … | -1.06 | -0.05 | 0.61 | 1.85 | -1.16 | 1.14 | 0.74 | 2.69 | 0.06 | 3.74 | 0.02 | 0.67 |
| Standard Deviation(%) | NA | 15.99 | 16.40 | 19.18 | 19.07 | NA | NA | … | … | 19.01 | 19.09 | 13.63 | 15.12 | 28.32 | 15.32 | 31.57 | 13.18 | 18.62 | 8.29 | 13.16 | 13.56 |
| Draw Down(%) | NA | 22.38 | 22.38 | 37.09 | 37.09 | NA | NA | … | … | 19.40 | 19.47 | 7.25 | 10.32 | 36.22 | 8.61 | 27.75 | 6.13 | 16.58 | 3.26 | 9.94 | 9.62 |
| Yield(%) | 0.00 | 17.69 | 8.73 | 5.09 | 6.78 | 4.84 | 3.63 | … | … | 0.00 | 18.18 | 4.09 | 0.00 | 0.78 | 2.88 | 0.00 | 1.29 | 1.92 | 0.00 | 0.05 | 0.10 |
Data as of 06/11/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIIX (POLEN GLOBAL GROWTH FUND INSTITUTIONAL CLASS) |
-0.70%
Oct 2021 – Oct 2024 |
0.17%
Mar 2021 – Mar 2026 |
8.95%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIIX (POLEN GLOBAL GROWTH FUND INSTITUTIONAL CLASS) |
25.75%
Dec 2018 – Dec 2021 |
21.80%
Dec 2016 – Dec 2021 |
11.90%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart