Polen Capital
Statistics as of May 27, 2025
Search , , ,
in
Found total of 9 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.16 | YTD Return -1.9% | 3yr Return 33.9% | 1yr Return 8.1% | Total Assets $6B | 6M Money Flow -$1B | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe -0.26 | YTD Return -9.5% | 3yr Return 4.1% | 1yr Return -2.9% | Total Assets $4M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe -0.23 | YTD Return -8.1% | 3yr Return 3.1% | 1yr Return 0.0% | Total Assets $34M | 6M Money Flow -$8M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.4% | 3yr Sharpe -0.02 | YTD Return 4.8% | 3yr Return 17.1% | 1yr Return 0.4% | Total Assets $174M | 6M Money Flow -$30M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe - | YTD Return 5.8% | 3yr Return - | 1yr Return 1.4% | Total Assets $28M | 6M Money Flow -$63K | |
Expense Ratio 0.00% | TTM Yield 0.2% | 3yr Sharpe -0.01 | YTD Return 11.6% | 3yr Return 23.4% | 1yr Return 13.9% | Total Assets $16M | 6M Money Flow -$6M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe 0.17 | YTD Return -0.4% | 3yr Return 30.4% | 1yr Return 8.0% | Total Assets $361M | 6M Money Flow -$60M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 8.0% | 3yr Sharpe 0.02 | YTD Return 1.5% | 3yr Return 18.5% | 1yr Return 6.6% | Total Assets $302M | 6M Money Flow -$11M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 9.9% | 3yr Sharpe - | YTD Return -0.4% | 3yr Return - | 1yr Return 2.2% | Total Assets $43M | 6M Money Flow $11M | |