Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGIRX (POLEN GLOBAL GROWTH FUND INVESTOR CLASS) | -8.19% | -8.69% | 4.92% | 0.06% | 9.66% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGIRX (POLEN GLOBAL GROWTH FUND INVESTOR CLASS) | 07/10/2015 | 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 (%) | -3.29 | -8.69 | 4.92 | 0.06 | 9.66 | NA | NA | … | … | -8.19 | -16.05 | 11.95 | 30.73 | -31.35 | 17.09 | 23.38 | 35.08 | 2.32 | 31.20 | 0.14 | 3.39 |
| Sharpe Ratio | NA | -0.65 | 0.12 | -0.11 | 0.41 | NA | NA | … | … | -1.07 | -0.69 | 0.62 | 1.81 | -1.16 | 1.11 | 0.73 | 2.57 | 0.05 | 3.67 | -0.01 | 0.45 |
| Standard Deviation(%) | NA | 16.00 | 16.34 | 19.14 | 19.04 | NA | NA | … | … | 19.05 | 27.86 | 13.46 | 15.10 | 28.29 | 15.31 | 31.56 | 13.10 | 18.60 | 8.35 | 13.24 | 15.73 |
| Draw Down(%) | NA | 22.45 | 22.45 | 37.26 | 37.26 | NA | NA | … | … | 19.44 | 24.69 | 7.38 | 10.37 | 36.35 | 8.58 | 27.71 | 6.20 | 16.60 | 3.35 | 10.04 | 9.63 |
| Yield(%) | 0.00 | 18.18 | 8.91 | 5.17 | 6.63 | 4.47 | 3.35 | … | … | 0.00 | 18.66 | 4.18 | 0.00 | 0.80 | 2.92 | 0.00 | 0.06 | 1.93 | 0.00 | 0.05 | 0.03 |
Data as of 06/11/2026, Common starting date is 07/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIRX (POLEN GLOBAL GROWTH FUND INVESTOR CLASS) |
-0.94%
Oct 2021 – Oct 2024 |
-0.08%
Mar 2021 – Mar 2026 |
8.56%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGIRX (POLEN GLOBAL GROWTH FUND INVESTOR CLASS) |
24.96%
Dec 2018 – Dec 2021 |
21.24%
Dec 2016 – Dec 2021 |
11.49%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart