Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POIIX (POLEN INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | -5.68% | -11.58% | -0.19% | -4.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POIIX (POLEN INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) | 01/03/2017 | 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 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | -11.58 | -0.19 | -4.05 | NA | NA | NA | … | … | -5.68 | -0.72 | -3.77 | 27.81 | -29.90 | 5.62 | 9.80 | 25.88 | -5.85 | 33.66 |
| Sharpe Ratio | NA | -0.80 | -0.22 | -0.36 | NA | NA | NA | … | … | -0.82 | -0.20 | -0.53 | 1.63 | -1.11 | 0.38 | 0.33 | 2.11 | -0.49 | 4.25 |
| Standard Deviation(%) | NA | 18.92 | 17.09 | 19.55 | NA | NA | NA | … | … | 23.47 | 18.56 | 14.04 | 14.98 | 28.27 | 14.62 | 28.47 | 11.58 | 14.74 | 7.83 |
| Draw Down(%) | NA | 22.47 | 24.63 | 38.81 | NA | NA | NA | … | … | 20.37 | 17.82 | 8.86 | 13.91 | 37.90 | 8.38 | 28.55 | 6.83 | 16.19 | 3.18 |
| Yield(%) | 0.00 | 0.04 | 0.29 | 0.14 | 0.23 | 0.15 | 0.11 | … | … | 0.00 | 0.04 | 0.44 | 0.41 | 0.00 | 0.00 | 0.00 | 0.02 | 0.10 | 0.85 |
Data as of 06/04/2026, Common starting date is 01/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POIIX (POLEN INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
-6.80%
Sep 2019 – Sep 2022 |
-4.81%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POIIX (POLEN INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS) |
13.44%
Dec 2018 – Dec 2021 |
8.13%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart