POIIX vs. SWRLX
POIIX (Polen International Growth Fund) and SWRLX (Touchstone International Equity Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 13.00%/yr for SWRLX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 1.37%/yr for SWRLX.
Performance
POIIX vs. SWRLX - 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 SWRLX's 21.00% 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%
SWRLX
- 1D
- -0.33%
- 1M
- 0.37%
- 6M
- 12.18%
- YTD
- 21.00%
- 1Y
- 45.22%
- 3Y*
- 23.42%
- 5Y*
- 13.00%
- 10Y*
- 10.58%
- ALL TIME*
- 7.50%
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. SWRLX - 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% |
SWRLX Touchstone International Equity Fund | 21.00% | 53.78% | -1.53% | 17.63% | -11.02% | 3.86% | 7.47% | 25.87% | -16.81% | 27.24% |
Correlation
The correlation between POIIX and SWRLX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.77 |
The correlation between POIIX and SWRLX has been stable across timeframes, ranging from 0.69 to 0.77 - a consistent structural relationship.
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Return for Risk
POIIX vs. SWRLX — Risk / Return Rank
POIIX
SWRLX
POIIX vs. SWRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Touchstone International Equity Fund (SWRLX). 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 | SWRLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.32 | ||
| Sortino ratioReturn per unit of downside risk | -4.17 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.52 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 3.94 | -4.36 |
| Martin ratioReturn relative to average drawdown | -0.89 | 13.80 | -14.69 |
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Drawdowns
POIIX vs. SWRLX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum SWRLX drawdown of -59.44%. Use the drawdown chart below to compare losses from any high point for POIIX and SWRLX.
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Drawdown Indicators
| POIIX | SWRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -59.44% | +20.63% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -11.49% | -10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -14.08% | -11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -34.19% | -4.62% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.95% | — |
Current DrawdownCurrent decline from peak | -19.73% | -2.88% | -16.85% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -11.58% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 3.28% | +7.41% |
Volatility
POIIX vs. SWRLX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Touchstone International Equity Fund (SWRLX) at 5.23%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than SWRLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | SWRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.23% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 13.85% | +3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 15.72% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 17.66% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.65% | +2.10% |
POIIX vs. SWRLX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is lower than SWRLX's 1.37% expense ratio.
Dividends
POIIX vs. SWRLX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than SWRLX's 6.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SWRLX Touchstone International Equity Fund | 6.31% | 7.63% | 10.53% | 1.36% | 1.56% | 14.95% | 0.46% | 9.10% | 15.19% | 3.61% | 0.66% | 3.76% |
Frequently Asked Questions
POIIX and SWRLX have a correlation of 0.69, 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 SWRLX (5.23%). In terms of maximum drawdown, POIIX dropped -38.81% vs SWRLX's -59.44%.
SWRLX currently has the higher Sharpe Ratio (2.88 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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