Polen International Growth Fund (POIIX)

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The chart shows the growth of an initial investment of $10,000 in Polen International Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Polen International Growth Fund (POIIX) has returned -16.09% so far this year and -17.17% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2017, POIIX's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2023 with a return of +15.1%, while the worst month was Mar 2026 at -12.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, POIIX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.6%, while the worst single day was Mar 16, 2020 at -9.9%.

Polen International Growth Fund has an annualized alpha of -5.57%, beta of 0.83, and R² of 0.69 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

• This fund participated in 109.13% of S&P 500 Index downside but only 75.64% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -5.57% versus S&P 500 Index — delivering less than market exposure alone would predict.

POIIX has a high expense ratio of 1.03%, indicating above-average management fees.

POIIX ranks 0 for risk / return — in the bottom 0% of mutual funds 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.

The table below present risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and compare them to a chosen benchmark (S&P 500 Index).

Polen International Growth Fund provided a 0.06% dividend yield over the last twelve months, with an annual payout of $0.01 per share.

The table displays the monthly dividend distributions for Polen International Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Polen International Growth Fund. 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 International Growth Fund was 38.81%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Polen International Growth Fund drawdown is 29.22%.

The chart below shows the rolling one-month volatility.