Polen Capital
Statistics as of Apr 04, 2025
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Found total of 11 distinct funds
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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 0.96% | TTM Yield 0.0% | 3yr Sharpe -0.08 | YTD Return -14.9% | 3yr Return -4.3% | 1yr Return -6.8% | Total Assets $5B | 6M Money Flow -$1B | |
Expense Ratio 1.21% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.0% | 3yr Sharpe -0.45 | YTD Return -20.1% | 3yr Return -28.1% | 1yr Return -14.9% | Total Assets $6M | 6M Money Flow -$11M | |
Expense Ratio 1.10% | TTM Yield 0.0% | 3yr Sharpe -0.45 | YTD Return -18.3% | 3yr Return -25.7% | 1yr Return -12.6% | Total Assets $32M | 6M Money Flow -$13M | |
Expense Ratio 1.00% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.5% | 3yr Sharpe -0.19 | YTD Return -7.2% | 3yr Return -8.0% | 1yr Return -12.0% | Total Assets $163M | 6M Money Flow -$31M | |
Expense Ratio 1.30% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.4% | 3yr Sharpe - | YTD Return -7.0% | 3yr Return - | 1yr Return -12.3% | Total Assets $25M | 6M Money Flow $663K | |
Expense Ratio 1.25% | TTM Yield 0.2% | 3yr Sharpe -0.12 | YTD Return -4.3% | 3yr Return -4.7% | 1yr Return -1.2% | Total Assets $16M | 6M Money Flow -$4M | |
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return -13.5% | 3yr Return -0.3% | 1yr Return -7.9% | Total Assets $321M | 6M Money Flow -$67M | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 0.75% | TTM Yield 9.4% | 3yr Sharpe - | YTD Return -1.9% | 3yr Return - | 1yr Return 3.4% | Total Assets $9M | 6M Money Flow -$321K | |
Expense Ratio 0.79% | TTM Yield 8.2% | 3yr Sharpe -0.14 | YTD Return -1.6% | 3yr Return 8.9% | 1yr Return 4.2% | Total Assets $302M | 6M Money Flow -$2M | |
Expense Ratio 0.89% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.75% | TTM Yield 10.0% | 3yr Sharpe - | YTD Return -3.1% | 3yr Return - | 1yr Return 0.7% | Total Assets $38M | 6M Money Flow $11M | |
Expense Ratio 0.65% | TTM Yield 7.9% | 3yr Sharpe - | YTD Return -1.7% | 3yr Return - | 1yr Return 3.7% | Total Assets $3M | 6M Money Flow -$274K | |