POLIX
Polen Growth-Inst
$45.82
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Growth |
---|---|
Market Cap | 8109.636M |
52 Week High | 46.35 |
52 Week Low | 33.21 |
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Key Data
Symbol | POLIX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 45.82 |
Price Yesterday | 45.82 |
Market Cap | 8,109.64 |
YTD Return | 8.09% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0098 |
Overview
52 Week High | 46.35 |
---|---|
52 Week Low | 33.21 |
Market Cap | 8,109.64M |
Shares Outstanding | 176.99M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -34.08% |
One Months | -5.60% |
Three Months | 37.95% |
Six Months | 54.32% |
Nine Months | 27.00% |
One Year | 32.37% |
Three Years | 4.10% |
Five Years | 12.43% |
Ten Years | 14.38% |
YTD | 37.95% |
Since Inception | 14.65% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.82% |
One Month | -0.46% |
Three Months | 8.09% |
Six Months | 23.77% |
Nine Months | 19.39% |
One Year | 31.89% |
Three Years | 12.76% |
Five Years | 79.35% |
Ten Years | 281.90% |
YTD | 8.09% |
Since Inception | 533.40% |
Yearly Returns
2024 | 8.09% |
---|---|
2023 | 39.17% |
2022 | -38.34% |
2021 | 23.47% |
2020 | 33.25% |
2019 | 37.15% |
2018 | 7.82% |
2017 | 26.45% |
2016 | 0.68% |
2015 | 14.63% |
Risk against SP-DA
Alpha | -4.45% |
---|---|
Beta | 1.27 |
Correlation | 93.11% |
Downside Deviation | 3.78% |
Coefficient of determination | 86.69% |
Standard Deviation | 4.60% |
Sharpe Ratio | 0.22 |
Sortino | 0.94 |
Treynor | 25.7 |
Ulcer Index | 3.26 |
Ulcer Performance Index | 1.09 |