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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Polen Capital China Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Polen Capital China Growth ETF (PCCE) has returned -5.37% so far this year and 4.63% over the past 12 months.
Polen Capital China Growth ETF
- 1D
- 1.09%
- 1M
- -0.78%
- YTD
- -5.37%
- 6M
- -12.86%
- 1Y
- 4.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.11%
- 1M
- -3.43%
- YTD
- -3.84%
- 6M
- -1.98%
- 1Y
- 16.08%
- 3Y*
- 16.86%
- 5Y*
- 10.37%
- 10Y*
- 12.29%
Monthly Returns
Based on dividend-adjusted daily data since Mar 15, 2024, PCCE's average daily return is +0.07%, while the average monthly return is +1.18%. At this rate, your investment would double in approximately 4.9 years.
Historically, 50% of months were positive and 50% were negative. The best month was Sep 2024 with a return of +24.3%, while the worst month was Mar 2026 at -5.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, PCCE closed higher 51% of trading days. The best single day was Sep 24, 2024 with a return of +8.2%, while the worst single day was Oct 8, 2024 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.28% | -4.53% | -5.38% | 1.42% | -5.37% | ||||||||
| 2025 | 0.99% | 8.02% | 1.79% | -2.73% | 4.38% | 4.34% | 0.96% | 6.35% | 4.96% | -4.13% | -2.50% | -0.69% | 23.07% |
| 2024 | -1.69% | 5.56% | 2.62% | -4.31% | -3.42% | -0.76% | 24.33% | -3.94% | -3.20% | -0.95% | 11.85% |
Benchmark Metrics
Polen Capital China Growth ETF has an annualized alpha of 8.70%, beta of 0.59, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since March 18, 2024.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (59.91%) than losses (18.94%) — typical of diversified or defensive assets.
- Beta of 0.59 may look defensive, but with R² of 0.13 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.13 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 8.70%
- Beta
- 0.59
- R²
- 0.13
- Upside Capture
- 59.91%
- Downside Capture
- 18.94%
Expense Ratio
PCCE has a high expense ratio of 1.00%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
PCCE ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Polen Capital China Growth ETF (PCCE) and compare them to a chosen benchmark (S&P 500 Index).
| PCCE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.22 | 0.88 | -0.66 |
Sortino ratioReturn per unit of downside risk | 0.45 | 1.37 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 1.39 | -1.10 |
Martin ratioReturn relative to average drawdown | 0.76 | 6.43 | -5.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore PCCE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Polen Capital China Growth ETF provided a 2.41% dividend yield over the last twelve months, with an annual payout of $0.30 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.30 | $0.30 | $0.21 |
Dividend yield | 2.41% | 2.29% | 1.95% |
Monthly Dividends
The table displays the monthly dividend distributions for Polen Capital China Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2024 | $0.21 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Polen Capital China Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Polen Capital China Growth ETF was 26.38%, occurring on Jan 13, 2025. Recovery took 153 trading sessions.
The current Polen Capital China Growth ETF drawdown is 13.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.38% | Oct 8, 2024 | 66 | Jan 13, 2025 | 153 | Aug 22, 2025 | 219 |
| -18.08% | May 20, 2024 | 78 | Sep 10, 2024 | 12 | Sep 26, 2024 | 90 |
| -16.59% | Sep 18, 2025 | 133 | Mar 30, 2026 | — | — | — |
| -4.4% | Mar 20, 2024 | 19 | Apr 16, 2024 | 6 | Apr 24, 2024 | 25 |
| -2.95% | Aug 27, 2025 | 6 | Sep 4, 2025 | 2 | Sep 8, 2025 | 8 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with PCCE
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