Polen Capital
Statistics as of May 01, 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 0.16 | YTD Return -6.2% | 3yr Return 25.4% | 1yr Return 6.1% | Total Assets $6B | 6M Money Flow -$1B | |
Expense Ratio 1.21% | ||||||||
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe 0.17 | YTD Return -5.0% | 3yr Return 25.2% | 1yr Return 4.7% | Total Assets $348M | 6M Money Flow -$60M | |
Expense Ratio 1.23% | ||||||||
Expense Ratio 1.10% | TTM Yield 0.0% | 3yr Sharpe -0.23 | YTD Return -11.7% | 3yr Return -2.2% | 1yr Return -0.8% | Total Assets $34M | 6M Money Flow -$8M | |
Expense Ratio 1.00% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.0% | 3yr Sharpe -0.26 | YTD Return -14.3% | 3yr Return -5.2% | 1yr Return -4.8% | Total Assets $4M | 6M Money Flow -$7M | |
Expense Ratio 1.25% | TTM Yield 0.2% | 3yr Sharpe -0.01 | YTD Return 4.2% | 3yr Return 13.7% | 1yr Return 9.4% | Total Assets $15M | 6M Money Flow -$6M | |
Expense Ratio 0.85% | TTM Yield 0.3% | 3yr Sharpe - | YTD Return 2.4% | 3yr Return - | 1yr Return 0.6% | Total Assets $27M | 6M Money Flow -$63K | |
Expense Ratio 1.05% | TTM Yield 0.4% | 3yr Sharpe -0.02 | YTD Return 1.5% | 3yr Return 11.8% | 1yr Return 0.4% | Total Assets $175M | 6M Money Flow -$30M | |
Expense Ratio 1.30% | ||||||||
Expense Ratio 0.65% | TTM Yield 7.7% | 3yr Sharpe - | YTD Return 0.5% | 3yr Return - | 1yr Return 6.5% | Total Assets $3M | 6M Money Flow -$232K | |
Expense Ratio 0.79% | TTM Yield 8.1% | 3yr Sharpe -0.02 | YTD Return 0.1% | 3yr Return 14.4% | 1yr Return 6.1% | Total Assets $298M | 6M Money Flow -$11M | |
Expense Ratio 0.89% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.75% | TTM Yield 9.6% | 3yr Sharpe - | YTD Return -0.6% | 3yr Return - | 1yr Return 4.6% | Total Assets $9M | 6M Money Flow -$144K | |
Expense Ratio 0.75% | TTM Yield 10.0% | 3yr Sharpe - | YTD Return -2.1% | 3yr Return - | 1yr Return 1.8% | Total Assets $41M | 6M Money Flow $11M | |