Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POIRX (POLEN INTERNATIONAL GROWTH FUND INVESTOR CLASS) | -5.77% | -11.79% | -0.44% | -4.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POIRX (POLEN INTERNATIONAL GROWTH FUND INVESTOR CLASS) | 03/16/2017 | 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 (%) | 1.91 | -11.79 | -0.44 | -4.29 | NA | NA | NA | … | … | -5.77 | -0.32 | -4.01 | 27.49 | -30.06 | 5.38 | 9.47 | 25.64 | -6.05 | 21.46 |
| Sharpe Ratio | NA | -0.81 | -0.23 | -0.37 | NA | NA | NA | … | … | -0.83 | -0.17 | -0.55 | 1.60 | -1.12 | 0.37 | 0.32 | 2.08 | -0.51 | 3.40 |
| Standard Deviation(%) | NA | 18.89 | 17.06 | 19.54 | NA | NA | NA | … | … | 23.41 | 18.65 | 14.00 | 15.02 | 28.27 | 14.57 | 28.44 | 11.60 | 14.76 | 7.94 |
| Draw Down(%) | NA | 22.53 | 24.81 | 38.97 | NA | NA | NA | … | … | 20.31 | 17.87 | 9.05 | 13.99 | 37.99 | 8.52 | 28.56 | 6.80 | 16.21 | 3.19 |
| Yield(%) | 0.00 | 0.00 | 0.08 | 0.04 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.17 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.67 |
Data as of 06/04/2026, Common starting date is 03/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POIRX (POLEN INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
-7.03%
Sep 2019 – Sep 2022 |
-5.04%
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 |
|---|---|---|---|---|
| POIRX (POLEN INTERNATIONAL GROWTH FUND INVESTOR CLASS) |
13.17%
Dec 2018 – Dec 2021 |
5.26%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart