POLRX
Polen Growth-Inv
$42.61
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap Growth |
---|---|
Market Cap | 7780.714M |
52 Week High | 44.68 |
52 Week Low | 32.66 |
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Key Data
Symbol | POLRX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 42.61 |
Price Yesterday | 42.61 |
Market Cap | 7,780.71 |
YTD Return | 4.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 3000 |
Redeption Fee | 0 |
Prospectus | 0.0123 |
Overview
52 Week High | 44.68 |
---|---|
52 Week Low | 32.66 |
Market Cap | 7,780.71M |
Shares Outstanding | 182.60M |
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 | 18.06% |
One Months | -33.96% |
Three Months | -1.03% |
Six Months | 49.34% |
Nine Months | 15.65% |
One Year | 30.50% |
Three Years | 0.09% |
Five Years | 10.38% |
Ten Years | 13.69% |
YTD | 13.96% |
Since Inception | 13.20% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.33% |
One Month | -3.55% |
Three Months | -0.26% |
Six Months | 21.99% |
Nine Months | 11.57% |
One Year | 30.47% |
Three Years | 0.28% |
Five Years | 63.74% |
Ten Years | 259.67% |
YTD | 4.23% |
Since Inception | 419.00% |
Yearly Returns
2024 | 4.23% |
---|---|
2023 | 38.81% |
2022 | -38.50% |
2021 | 23.13% |
2020 | 32.95% |
2019 | 36.82% |
2018 | 7.53% |
2017 | 26.11% |
2016 | 0.47% |
2015 | 14.35% |
Risk against SP-DA
Alpha | -0.98% |
---|---|
Beta | 1.27 |
Correlation | 94.47% |
Downside Deviation | 3.64% |
Coefficient of determination | 89.24% |
Standard Deviation | 4.56% |
Sharpe Ratio | 0.29 |
Sortino | 1.25 |
Treynor | 19.81 |
Ulcer Index | 3.4 |
Ulcer Performance Index | 1.34 |