Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POLIX (POLEN GROWTH FUND INSTITUTIONAL CLASS) | -6.24% | -2.02% | 8.72% | 2.11% | 11.72% | 12.27% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POLIX (POLEN GROWTH FUND INSTITUTIONAL CLASS) | 09/17/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | -2.02 | 8.72 | 2.11 | 11.72 | 12.27 | NA | … | … | -6.24 | 3.87 | 16.31 | 39.17 | -38.35 | 23.50 | 33.25 | 37.34 | 7.74 | 26.45 | 0.68 | 14.64 | 16.31 | 22.42 | 11.44 | 6.42 | 12.44 |
| Sharpe Ratio | NA | -0.14 | 0.39 | -0.01 | 0.47 | NA | NA | … | … | -0.75 | 0.05 | 0.83 | 1.96 | -1.15 | 1.36 | 0.93 | 2.54 | 0.32 | 3.08 | 0.03 | 0.91 | 1.31 | 1.93 | 0.83 | 0.27 | 4.02 |
| Standard Deviation(%) | NA | 16.37 | 17.60 | 22.21 | 21.49 | NA | NA | … | … | 19.53 | 19.91 | 15.24 | 18.33 | 34.56 | 17.22 | 35.34 | 14.13 | 19.98 | 8.41 | 14.61 | 16.08 | 12.46 | 11.61 | 13.88 | 23.78 | 12.39 |
| Draw Down(%) | NA | 23.94 | 23.94 | 42.84 | 42.84 | NA | NA | … | … | 21.71 | 20.31 | 8.76 | 12.18 | 40.63 | 8.87 | 30.30 | 7.23 | 18.41 | 3.32 | 10.65 | 10.61 | 6.80 | 6.23 | 11.51 | 18.28 | 5.23 |
| Yield(%) | 0.00 | 27.87 | 13.78 | 8.39 | 11.72 | 14.21 | 12.31 | … | … | 0.00 | 27.80 | 5.88 | 0.00 | 5.88 | 4.80 | 1.63 | 0.17 | 2.88 | 2.04 | 0.01 | 4.74 | 7.87 | 1.70 | 0.46 | 0.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLIX (POLEN GROWTH FUND INSTITUTIONAL CLASS) |
-2.50%
Aug 2021 – Aug 2024 |
0.77%
Mar 2021 – Mar 2026 |
10.25%
Mar 2016 – Mar 2026 |
11.32%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLIX (POLEN GROWTH FUND INSTITUTIONAL CLASS) |
31.23%
Dec 2018 – Dec 2021 |
25.81%
Oct 2016 – Oct 2021 |
19.70%
Aug 2011 – Aug 2021 |
13.48%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart