Polen Capital
Statistics as of Apr 02, 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 -5.2% | 3yr Return 8.6% | 1yr Return 2.6% | Total Assets $6B | 6M Money Flow -$1B | |
Expense Ratio 1.21% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.0% | 3yr Sharpe -0.45 | YTD Return -10.7% | 3yr Return -17.7% | 1yr Return -6.0% | Total Assets $6M | 6M Money Flow -$11M | |
Expense Ratio 1.10% | TTM Yield 0.0% | 3yr Sharpe -0.45 | YTD Return -8.7% | 3yr Return -15.4% | 1yr Return -3.5% | Total Assets $36M | 6M Money Flow -$13M | |
Expense Ratio 1.00% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.4% | 3yr Sharpe -0.19 | YTD Return 1.3% | 3yr Return 1.5% | 1yr Return -5.2% | Total Assets $179M | 6M Money Flow -$31M | |
Expense Ratio 1.30% | ||||||||
Expense Ratio 0.85% | TTM Yield 0.4% | 3yr Sharpe - | YTD Return 1.6% | 3yr Return - | 1yr Return -5.1% | Total Assets $27M | 6M Money Flow $663K | |
Expense Ratio 1.25% | TTM Yield 0.2% | 3yr Sharpe -0.12 | YTD Return 3.2% | 3yr Return 4.9% | 1yr Return 6.4% | Total Assets $17M | 6M Money Flow -$4M | |
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return -4.4% | 3yr Return 11.2% | 1yr Return 0.3% | Total Assets $354M | 6M Money Flow -$67M | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 0.75% | TTM Yield 9.3% | 3yr Sharpe - | YTD Return -0.5% | 3yr Return - | 1yr Return 5.0% | Total Assets $9M | 6M Money Flow -$321K | |
Expense Ratio 0.79% | TTM Yield 8.1% | 3yr Sharpe -0.14 | YTD Return 0.4% | 3yr Return 11.4% | 1yr Return 6.5% | Total Assets $309M | 6M Money Flow -$2M | |
Expense Ratio 0.89% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.75% | TTM Yield 9.7% | 3yr Sharpe - | YTD Return -0.5% | 3yr Return - | 1yr Return 3.1% | Total Assets $39M | 6M Money Flow $11M | |
Expense Ratio 0.65% | TTM Yield 7.7% | 3yr Sharpe - | YTD Return 0.7% | 3yr Return - | 1yr Return 6.2% | Total Assets $3M | 6M Money Flow -$274K | |