POIIX vs. VEA

In the year-to-date period, POIIX achieves a 5.13% return, which is significantly lower than VEA's 16.76% return.

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POIIX has a 1.03% expense ratio, which is higher than VEA's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Vanguard FTSE Developed Markets ETF (VEA). 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.

The current POIIX Sharpe Ratio is 0.13, which is lower than the VEA Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of POIIX and VEA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POIIX's dividend yield for the trailing twelve months is around 0.43%, less than VEA's 2.81% yield.

The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for POIIX and VEA.

Polen International Growth Fund (POIIX) has a higher volatility of 4.31% compared to Vanguard FTSE Developed Markets ETF (VEA) at 3.04%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than VEA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.