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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%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

POLRXCategory average

5 years

POLRXCategory average

10 years

POLRXCategory average

Alpha

-10.230.03

-4.210.04

0.60.01

BETA

1.160.01

1.080.01

1.030.01

Mean annual return

0.180.02

1.040.02

1.190.01

R-squared

84.480.89

84.330.87

83.320.87

Standard deviation

22.560.2

21.20.16

17.30.15

Sharpe ratio

-0.060.01

0.480.01

0.730.01

Treynor ratio

-3.260.21

7.90.21

11.610.15