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Polen Growth Investor (POLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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44.08

-0.44

(-0.99%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up12

Number of years down1

Best 1-yr total return (26 June 2024)38.81%

Worst 1-yr total return (26 June 2024)N/A

Risk statistics

3 years

POLRXCategory average

5 years

POLRXCategory average

10 years

POLRXCategory average

Alpha

-9.630.03

-4.770.04

0.30.01

BETA

1.160.01

1.070.01

1.030.01

Mean annual return

0.190.02

1.050.02

1.150.01

R-squared

83.840.89

84.420.87

83.220.87

Standard deviation

22.60.2

21.220.16

17.250.15

Sharpe ratio

-0.040.01

0.490.01

0.710.01

Treynor ratio

-2.990.21

8.080.21

11.160.15