Polen Capital Global Growth ETF (PCGG)
PCGG is an actively managed ETF by Polen. PCGG launched on Aug 29, 2023 and has a 0.85% expense ratio.
ETF Info
Aug 29, 2023
1x
No Index (Active)
Large-Cap
Growth
Expense Ratio
PCGG features an expense ratio of 0.85%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
Polen Capital Global Growth ETF had a return of 0.06% year-to-date (YTD) and 12.26% in the last 12 months.
PCGG
0.06%
-4.37%
5.43%
12.26%
N/A
N/A
^GSPC (Benchmark)
0.62%
-1.93%
5.98%
23.72%
12.67%
11.33%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.05% | 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 50, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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.
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 10.68%, occurring on Oct 27, 2023. Recovery took 16 trading sessions.
The current Polen Capital Global Growth ETF drawdown is 5.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.68% | 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 |
| -6.05% | Dec 12, 2024 | 14 | Jan 2, 2025 | — | — | — |
| -3.28% | Nov 14, 2024 | 3 | Nov 18, 2024 | 11 | Dec 4, 2024 | 14 |
| -3.06% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The current Polen Capital Global Growth ETF volatility is 4.71%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.