Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POLRX (POLEN GROWTH FUND INVESTOR CLASS) | -6.71% | -2.38% | 8.31% | 2.06% | 11.44% | 11.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POLRX (POLEN GROWTH FUND INVESTOR CLASS) | 01/03/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | -2.38 | 8.31 | 2.06 | 11.44 | 11.91 | NA | … | … | -6.71 | 3.61 | 15.66 | 39.29 | -38.52 | 23.16 | 32.94 | 36.82 | 7.45 | 26.12 | 0.47 | 14.35 | 15.97 | 22.17 | 11.13 | 5.05 |
| Sharpe Ratio | NA | -0.16 | 0.37 | -0.02 | 0.46 | NA | NA | … | … | -0.76 | 0.04 | 0.78 | 1.96 | -1.16 | 1.34 | 0.92 | 2.50 | 0.30 | 3.05 | 0.02 | 0.89 | 1.28 | 1.90 | 0.81 | 0.21 |
| Standard Deviation(%) | NA | 16.34 | 17.68 | 22.24 | 21.51 | NA | NA | … | … | 19.50 | 19.92 | 15.44 | 18.39 | 34.53 | 17.23 | 35.31 | 14.15 | 19.97 | 8.40 | 14.60 | 16.08 | 12.46 | 11.65 | 13.80 | 23.89 |
| Draw Down(%) | NA | 24.01 | 24.01 | 42.98 | 42.98 | NA | NA | … | … | 21.72 | 20.35 | 8.78 | 12.22 | 40.77 | 8.88 | 30.32 | 7.25 | 18.47 | 3.32 | 10.66 | 10.61 | 6.78 | 6.20 | 11.54 | 18.30 |
| Yield(%) | 0.00 | 29.13 | 14.27 | 8.73 | 11.90 | 14.10 | 10.80 | … | … | 0.00 | 28.95 | 6.09 | 0.00 | 6.05 | 4.91 | 1.66 | 0.00 | 2.93 | 2.07 | 0.00 | 4.77 | 7.80 | 1.51 | 0.46 | 0.01 |
Data as of 06/03/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLRX (POLEN GROWTH FUND INVESTOR CLASS) |
-2.74%
Aug 2021 – Aug 2024 |
0.52%
Mar 2021 – Mar 2026 |
9.96%
Mar 2016 – Mar 2026 |
11.03%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POLRX (POLEN GROWTH FUND INVESTOR CLASS) |
30.85%
Dec 2018 – Dec 2021 |
25.46%
Oct 2016 – Oct 2021 |
19.38%
Aug 2011 – Aug 2021 |
11.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart