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Polen Capital Global Growth ETF (PCGG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

Polen

Inception Date

Aug 29, 2023

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

PCGG has an expense ratio of 0.85%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Polen Capital Global Growth ETF (PCGG) returned -0.34% year-to-date (YTD) and 7.02% over the past 12 months.


PCGG

YTD

-0.34%

1M

10.37%

6M

-1.47%

1Y

7.02%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of PCGG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.58%-2.52%-7.33%-0.61%6.13%-0.34%
20243.05%4.26%0.53%-5.82%-0.10%4.32%0.81%2.23%0.26%-1.44%6.67%-2.40%12.40%
2023-0.16%-6.59%-1.89%11.24%2.19%4.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PCGG is 39, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PCGG is 3939
Overall Rank
The Sharpe Ratio Rank of PCGG is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of PCGG is 3838
Sortino Ratio Rank
The Omega Ratio Rank of PCGG is 3838
Omega Ratio Rank
The Calmar Ratio Rank of PCGG is 4242
Calmar Ratio Rank
The Martin Ratio Rank of PCGG is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Polen Capital Global Growth ETF (PCGG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Polen Capital Global Growth ETF Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.36
  • All Time: 0.54

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Polen Capital Global Growth ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History


Polen Capital Global Growth ETF doesn't pay dividends

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 20.22%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current Polen Capital Global Growth ETF drawdown is 5.90%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.22%Dec 12, 202479Apr 8, 2025
-10.68%Sep 5, 202339Oct 27, 202316Nov 20, 202355
-7.69%Mar 13, 2024100Aug 5, 202419Aug 30, 2024119
-3.28%Nov 14, 20243Nov 18, 202411Dec 4, 202414
-3.06%Sep 3, 20244Sep 6, 20249Sep 19, 202413

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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