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PGEIX vs. COBYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PGEIX vs. COBYX

Last updated Apr 2, 2026

Compare and contrast key facts about Polen Global Emerging Markets Growth Fund (PGEIX) and The Cook & Bynum Fund (COBYX).

PGEIX is managed by Polen Capital. It was launched on Oct 15, 2020. COBYX is managed by Cook & Bynum. It was launched on Jun 30, 2009.

Performance

PGEIX vs. COBYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Polen Global Emerging Markets Growth Fund (PGEIX) and The Cook & Bynum Fund (COBYX). The values are adjusted to include any dividend payments, if applicable.

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PGEIX vs. COBYX - Yearly Performance Comparison

2026 (YTD)2025
PGEIX
Polen Global Emerging Markets Growth Fund		0.00%16.07%
COBYX
The Cook & Bynum Fund		3.01%4.15%

Returns By Period

PGEIX

1D
2.78%
1M
-8.95%
YTD
0.00%
6M
-2.64%
1Y
—
3Y*
—
5Y*
—
10Y*
—

COBYX

1D
1.85%
1M
-3.87%
YTD
3.01%
6M
7.66%
1Y
7.10%
3Y*
7.06%
5Y*
7.72%
10Y*
3.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Polen Global Emerging Markets Growth Fund

The Cook & Bynum Fund

Often compared with PGEIX:
PGEIX vs. POIIXPGEIX vs. PBSIXPGEIX vs. PGIIXPGEIX vs. POLIXPGEIX vs. DEMIXPGEIX vs. CEMFXPGEIX vs. FERGX
Often compared with COBYX:
COBYX vs. XLFCOBYX vs. FSSGXCOBYX vs. DESIXCOBYX vs. DFESXCOBYX vs. SIEMXCOBYX vs. DEMIXCOBYX vs. PEMYX

PGEIX vs. COBYX - Expense Ratio Comparison

PGEIX has a 1.25% expense ratio, which is lower than COBYX's 1.49% expense ratio.

COBYX
The Cook & Bynum Fund
PGEIX
Polen Global Emerging Markets Growth Fund

Return for Risk

PGEIX vs. COBYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PGEIX
COBYX
COBYX Risk / Return Rank: 2424
Overall Rank
COBYX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
COBYX Sortino Ratio Rank: 1919
Sortino Ratio Rank
COBYX Omega Ratio Rank: 2020
Omega Ratio Rank
COBYX Calmar Ratio Rank: 3434
Calmar Ratio Rank
COBYX Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PGEIX vs. COBYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Polen Global Emerging Markets Growth Fund (PGEIX) and The Cook & Bynum Fund (COBYX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PGEIX vs. COBYX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

PGEIXCOBYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.62

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.56

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.29

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.11

0.35

+0.76

Correlation

The correlation between PGEIX and COBYX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

PGEIX vs. COBYX - Dividend Comparison

PGEIX has not paid dividends to shareholders, while COBYX's dividend yield for the trailing twelve months is around 1.14%.

TTM2025202420232022202120202019201820172016
PGEIX
Polen Global Emerging Markets Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
COBYX
The Cook & Bynum Fund		1.14%1.18%0.00%1.01%1.16%2.18%0.32%0.69%12.60%1.88%5.09%

Drawdowns

PGEIX vs. COBYX - Drawdown Comparison

The maximum PGEIX drawdown since its inception was -13.24%, smaller than the maximum COBYX drawdown of -34.18%. Use the drawdown chart below to compare losses from any high point for PGEIX and COBYX.

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Drawdown Indicators

PGEIXCOBYXDifference

Max Drawdown

Largest peak-to-trough decline

-13.24%

-34.18%

+20.94%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.95%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-17.10%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.18%

—

Current Drawdown

Current decline from peak

-10.82%

-6.21%

-4.61%

Average Drawdown

Average peak-to-trough decline

-2.79%

-6.86%

+4.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.99%

—

Volatility

PGEIX vs. COBYX - Volatility Comparison

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Volatility by Period

PGEIXCOBYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.20%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.42%

—

Volatility (1Y)

Calculated over the trailing 1-year period

18.77%

14.59%

+4.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.77%

13.98%

+4.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.77%

13.55%

+5.22%