POLIX vs. BBLIX
POLIX (Polen Growth Fund) and BBLIX (BBH Select Series - Large Cap Fund) are both Large Cap Growth Equities funds. Over the past 5 years, POLIX returned -0.25%/yr vs 7.28%/yr for BBLIX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. POLIX charges 0.96%/yr vs 0.70%/yr for BBLIX.
Performance
POLIX vs. BBLIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, POLIX achieves a -11.86% return, which is significantly lower than BBLIX's 1.58% return.
POLIX
- 1D
- 2.14%
- 1M
- -0.88%
- 6M
- -6.64%
- YTD
- -11.86%
- 1Y
- -9.35%
- 3Y*
- 5.85%
- 5Y*
- -0.25%
- 10Y*
- 11.30%
- ALL TIME*
- 12.60%
BBLIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 1.58%
- YTD
- 1.58%
- 1Y
- 5.32%
- 3Y*
- 11.67%
- 5Y*
- 7.28%
- 10Y*
- —
- ALL TIME*
- 9.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
POLIX Polen Growth Fund | $0.00 | $0.00 | $0.00 |
POLIX vs. BBLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -11.86% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 10.17% |
BBLIX BBH Select Series - Large Cap Fund | 1.58% | 12.07% | 15.83% | 23.86% | -20.59% | 27.23% | 12.30% | 3.63% |
Correlation
The correlation between POLIX and BBLIX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2019 | 0.79 |
Over the past year, the correlation between POLIX and BBLIX has dropped to 0.40 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
POLIX vs. BBLIX — Risk / Return Rank
POLIX
BBLIX
POLIX vs. BBLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and BBH Select Series - Large Cap Fund (BBLIX). 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.
| POLIX | BBLIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -1.76 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.18 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 1.17 | -1.68 |
| Martin ratioReturn relative to average drawdown | -1.08 | 2.11 | -3.19 |
Loading charts...
Drawdowns
POLIX vs. BBLIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than BBLIX's maximum drawdown of -33.49%. Use the drawdown chart below to compare losses from any high point for POLIX and BBLIX.
Loading charts...
Drawdown Indicators
| POLIX | BBLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -33.49% | -9.35% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -3.63% | -20.31% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -14.68% | -9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -28.06% | -14.78% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | — | — |
Current DrawdownCurrent decline from peak | -15.67% | -1.80% | -13.87% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -6.24% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 1.84% | +9.41% |
Volatility
POLIX vs. BBLIX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 4.58% compared to BBH Select Series - Large Cap Fund (BBLIX) at 0.00%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than BBLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| POLIX | BBLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 0.00% | +4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 1.93% | +12.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 6.77% | +11.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 15.83% | +7.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 18.33% | +3.60% |
POLIX vs. BBLIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than BBLIX's 0.70% expense ratio.
Dividends
POLIX vs. BBLIX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than BBLIX's 9.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBLIX BBH Select Series - Large Cap Fund | 9.39% | 9.54% | 4.20% | 0.28% | 1.45% | 3.27% | 0.34% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% |
POLIX Polen Growth Fund | 41.25% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
Frequently Asked Questions
POLIX and BBLIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POLIX has higher volatility (4.58%) compared to BBLIX (0.00%). In terms of maximum drawdown, POLIX dropped -42.84% vs BBLIX's -33.49%.
BBLIX currently has the higher Sharpe Ratio (0.63 vs -0.69), 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.
Find the right allocation for POLIX and BBLIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer