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Polen Growth Investor (POLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.97+0.46 (+1.03%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.88%
5-year average return10.48%
Number of years up12
Number of years down1
Best 1-yr total return (2 Jul 2024)38.81%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.81%
Worst 3-yr total return0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOLRXCategory
YTD7.83%12.38%
1-month5.30%5.09%
3-month-0.29%10.28%
1-year18.94%41.70%
3-year-0.35%22.56%
5-year10.82%21.98%
10-year13.60%15.99%
Last bull market24.68%25.99%
Last bear market-24.09%-17.29%

Annual total return (%) history

Year
POLRXCategory
2024
N/AN/A
2023
38.81%N/A
2022
-38.50%N/A
2021
23.13%N/A
2020
32.94%35.86%
2019
36.82%31.90%
2018
7.53%-2.09%
2017
26.12%27.67%
2016
0.47%3.23%
2015
14.35%3.60%
2014
15.97%10.00%
2013
22.16%33.92%
2012
11.14%15.34%
2011
6.15%-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.15%-0.29%N/AN/A
202313.99%10.40%-3.59%14.41%
2022-13.66%-24.09%-5.55%-0.65%
20211.47%12.87%2.47%4.91%
2020-13.24%26.97%9.89%9.81%
201916.63%5.77%0.62%10.24%
20183.02%8.71%10.11%-12.80%
20178.89%6.54%3.68%4.85%
2016-0.16%-2.98%4.64%-0.88%
20153.38%2.05%0.65%7.69%
20140.25%3.83%1.49%9.78%
20135.90%-2.47%6.30%11.27%
201215.80%-7.29%5.01%-1.42%
20112.63%3.51%-9.01%9.81%

Rank in category (by total return)

YTD94
1-month56
3-month91
1-year89
3-year92
5-year89

Load adjusted returns

1-year18.94%
3-year-0.35%
5-year10.82%
10-year13.60%