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Polen Growth Institutional (POLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.32-0.23 (-0.52%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.10%
5-year average return10.67%
Number of years up12
Number of years down1
Best 1-yr total return (25 Apr 2024)39.17%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return39.17%
Worst 3-yr total return0.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPOLIXCategory
YTD8.19%12.38%
1-month-0.37%5.09%
3-month8.19%10.28%
1-year32.01%41.70%
3-year4.11%22.56%
5-year12.41%21.98%
10-year14.35%15.99%
Last bull market40.26%25.99%
Last bear market-24.06%-17.29%

Annual total return (%) history

Year
POLIXCategory
2024
N/AN/A
2023
39.17%N/A
2022
-38.34%N/A
2021
23.47%N/A
2020
33.24%35.86%
2019
37.15%31.90%
2018
7.82%-2.09%
2017
26.45%27.67%
2016
0.68%3.23%
2015
14.64%3.60%
2014
16.31%10.00%
2013
22.41%33.92%
2012
11.44%15.34%
2011
6.41%-2.46%
2010
N/A15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.19%N/AN/AN/A
202314.05%10.48%-3.54%14.51%
2022-13.61%-24.06%-5.48%-0.57%
20211.57%12.93%2.55%4.97%
2020-13.18%27.04%9.95%9.87%
201916.71%5.83%0.67%10.31%
20183.10%8.77%10.20%-12.74%
20178.98%6.59%3.76%4.91%
2016-0.10%-2.95%4.74%-0.86%
20153.41%2.14%0.70%7.78%
20140.31%3.93%1.54%9.87%
20135.95%-2.46%6.40%11.32%
201215.84%-7.19%5.07%-1.34%
20112.63%3.59%-8.92%9.89%
20109.94%N/AN/AN/A

Rank in category (by total return)

YTD90
1-month99
3-month90
1-year73
3-year86
5-year83

Load adjusted returns

1-year32.01%
3-year4.11%
5-year12.41%
10-year14.35%