POIIX vs. IVFIX
POIIX (Polen International Growth Fund) and IVFIX (Federated Hermes International Strategic Value Dividend Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 10.39%/yr for IVFIX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 0.86%/yr for IVFIX.
Performance
POIIX vs. IVFIX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than IVFIX's 11.54% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
IVFIX
- 1D
- -0.60%
- 1M
- 2.69%
- 6M
- 7.03%
- YTD
- 11.54%
- 1Y
- 23.84%
- 3Y*
- 15.19%
- 5Y*
- 10.39%
- 10Y*
- 7.22%
- ALL TIME*
- 3.96%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POIIX vs. IVFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
IVFIX Federated Hermes International Strategic Value Dividend Fund | 11.54% | 31.79% | 1.91% | 11.05% | -2.54% | 11.58% | -1.74% | 20.15% | -11.96% | 14.63% |
Correlation
The correlation between POIIX and IVFIX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.24 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.61 |
Over the past year, the correlation between POIIX and IVFIX has dropped to 0.24 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
POIIX vs. IVFIX — Risk / Return Rank
POIIX
IVFIX
POIIX vs. IVFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Federated Hermes International Strategic Value Dividend Fund (IVFIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POIIX | IVFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.86 | ||
| Sortino ratioReturn per unit of downside risk | -3.90 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.45 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 4.20 | -4.62 |
| Martin ratioReturn relative to average drawdown | -0.89 | 9.64 | -10.53 |
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Drawdowns
POIIX vs. IVFIX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum IVFIX drawdown of -51.49%. Use the drawdown chart below to compare losses from any high point for POIIX and IVFIX.
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Drawdown Indicators
| POIIX | IVFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -51.49% | +12.68% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -6.97% | -14.52% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -10.75% | -14.70% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -21.29% | -17.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -19.73% | -0.96% | -18.77% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -11.55% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 2.82% | +7.87% |
Volatility
POIIX vs. IVFIX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Federated Hermes International Strategic Value Dividend Fund (IVFIX) at 3.27%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than IVFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | IVFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 3.27% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 9.73% | +7.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 12.09% | +8.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 13.13% | +7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 14.56% | +4.19% |
POIIX vs. IVFIX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is higher than IVFIX's 0.86% expense ratio.
Dividends
POIIX vs. IVFIX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than IVFIX's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVFIX Federated Hermes International Strategic Value Dividend Fund | 3.54% | 3.37% | 4.44% | 4.01% | 3.99% | 3.67% | 3.62% | 3.98% | 4.97% | 4.17% | 3.38% | 3.95% |
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
Frequently Asked Questions
POIIX and IVFIX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to IVFIX (3.27%). In terms of maximum drawdown, POIIX dropped -38.81% vs IVFIX's -51.49%.
IVFIX currently has the higher Sharpe Ratio (2.43 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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