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Polen Global Growth Fund (PGIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.10-0.30 (-1.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.45%
5-year average return8.68%
Number of years up8
Number of years down1
Best 1-yr total return (24 Apr 2024)35.47%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return35.47%
Worst 3-yr total return-0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPGIIXCategory
YTD7.88%9.95%
1-month0.65%2.98%
3-month7.88%8.22%
1-year26.88%40.81%
3-year3.89%19.17%
5-year10.58%18.49%
10-year0.00%11.83%
Last bull market30.37%21.12%
Last bear market-18.05%-20.34%

Annual total return (%) history

Year
PGIIXCategory
2024
N/AN/A
2023
31.09%N/A
2022
-31.19%N/A
2021
17.42%N/A
2020
23.67%32.67%
2019
35.47%30.40%
2018
2.52%-7.79%
2017
31.52%30.22%
2016
0.51%2.42%
2015
8.99%1.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.88%N/AN/AN/A
202311.45%9.41%-3.55%11.46%
2022-13.69%-18.05%-8.85%6.72%
20211.88%10.15%-2.12%6.90%
2020-13.31%20.58%9.47%8.07%
201915.78%5.73%-0.06%10.72%
20183.23%6.67%5.30%-11.59%
201710.17%7.63%4.52%6.11%
20160.09%-1.58%6.13%-3.86%
20152.73%1.67%-3.00%7.58%

Rank in category (by total return)

YTD62
1-month93
3-month62
1-year30
3-year53
5-year62

Load adjusted returns

1-year26.88%
3-year3.89%
5-year10.58%
10-yearN/A