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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Polen Capital Global 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 Global Growth ETF (PCGG) has returned -16.12% so far this year and -9.79% over the past 12 months.
Polen Capital Global Growth ETF
- 1D
- 2.93%
- 1M
- -7.21%
- YTD
- -16.12%
- 6M
- -18.32%
- 1Y
- -9.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Aug 30, 2023, PCGG's average daily return is 0.00%, while the average monthly return is +0.08%. At this rate, your investment would double in approximately 72.2 years.
Historically, 53% of months were positive and 47% were negative. The best month was Nov 2023 with a return of +11.2%, while the worst month was Mar 2025 at -7.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PCGG closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.3%, while the worst single day was Apr 4, 2025 at -5.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.88% | -5.95% | -7.21% | -16.12% | |||||||||
| 2025 | 4.59% | -2.52% | -7.33% | -0.61% | 6.49% | 1.61% | 1.33% | 0.54% | 0.79% | 1.53% | -3.76% | -0.33% | 1.62% |
| 2024 | 3.05% | 4.26% | 0.53% | -5.82% | -0.10% | 4.32% | 0.81% | 2.24% | 0.26% | -1.44% | 6.67% | -2.41% | 12.40% |
| 2023 | -0.16% | -6.60% | -1.89% | 11.24% | 2.19% | 4.01% |
Benchmark Metrics
Polen Capital Global Growth ETF has an annualized alpha of -12.98%, beta of 0.97, and R² of 0.81 versus S&P 500 Index. Calculated based on daily prices since August 31, 2023.
- This ETF participated in 138.36% of S&P 500 Index downside but only 60.46% of its upside — more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -12.98% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 0.97 and R² of 0.81, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -12.98%
- Beta
- 0.97
- R²
- 0.81
- Upside Capture
- 60.46%
- Downside Capture
- 138.36%
Expense Ratio
PCGG has an expense ratio of 0.85%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PCGG ranks 4 for risk / return — in the bottom 4% 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 Global Growth ETF (PCGG) and compare them to a chosen benchmark (S&P 500 Index).
| PCGG | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.50 | 0.90 | -1.39 |
Sortino ratioReturn per unit of downside risk | -0.61 | 1.39 | -1.99 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.21 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | 1.40 | -1.83 |
Martin ratioReturn relative to average drawdown | -1.37 | 6.61 | -7.98 |
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 PCGG risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 Global 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 Global Growth ETF was 22.66%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current Polen Capital Global Growth ETF drawdown is 20.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.66% | Oct 28, 2025 | 104 | Mar 27, 2026 | — | — | — |
| -20.22% | Dec 12, 2024 | 79 | Apr 8, 2025 | 107 | Sep 11, 2025 | 186 |
| -10.69% | Sep 5, 2023 | 39 | Oct 27, 2023 | 16 | Nov 20, 2023 | 55 |
| -7.69% | Mar 13, 2024 | 100 | Aug 5, 2024 | 19 | Aug 30, 2024 | 119 |
| -3.57% | Sep 23, 2025 | 14 | Oct 10, 2025 | 11 | Oct 27, 2025 | 25 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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