POLIX vs. CHASX
POLIX (Polen Growth Fund) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, POLIX returned 11.30%/yr vs 19.51%/yr for CHASX. Their correlation of 0.84 means they have usually moved in the same direction. POLIX charges 0.96%/yr vs 1.14%/yr for CHASX.
Performance
POLIX vs. CHASX - Performance Comparison
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Returns By Period
In the year-to-date period, POLIX achieves a -11.86% return, which is significantly lower than CHASX's 22.47% return. Over the past 10 years, POLIX has underperformed CHASX with an annualized return of 11.30%, while CHASX has yielded a comparatively higher 19.51% annualized 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%
CHASX
- 1D
- 2.60%
- 1M
- -0.77%
- 6M
- 18.71%
- YTD
- 22.47%
- 1Y
- 37.51%
- 3Y*
- 37.85%
- 5Y*
- 20.82%
- 10Y*
- 19.51%
- ALL TIME*
- 11.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CHASX Chase Growth Fund | $0.00 | $0.00 | $0.00 |
POLIX Polen Growth Fund | $0.00 | $0.00 | $0.00 |
POLIX vs. CHASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -11.86% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
CHASX Chase Growth Fund | 22.47% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
Correlation
The correlation between POLIX and CHASX is 0.61, 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. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2010 | 0.84 |
Over the past year, the correlation between POLIX and CHASX has dropped to 0.61 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
POLIX vs. CHASX — Risk / Return Rank
POLIX
CHASX
POLIX vs. CHASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Chase Growth Fund (CHASX). 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 | CHASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.50 | ||
| Sortino ratioReturn per unit of downside risk | -3.32 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.31 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 3.52 | -4.04 |
| Martin ratioReturn relative to average drawdown | -1.08 | 13.93 | -15.00 |
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Drawdowns
POLIX vs. CHASX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum CHASX drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for POLIX and CHASX.
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Drawdown Indicators
| POLIX | CHASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -45.94% | +3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -9.90% | -14.04% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -23.40% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -24.63% | -18.21% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -30.40% | -12.44% |
Current DrawdownCurrent decline from peak | -15.67% | -3.73% | -11.94% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -9.11% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 2.50% | +8.75% |
Volatility
POLIX vs. CHASX - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.58%, while Chase Growth Fund (CHASX) has a volatility of 6.38%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | CHASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 6.38% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 15.31% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 19.29% | -1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 20.53% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 20.04% | +1.89% |
POLIX vs. CHASX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than CHASX's 1.14% expense ratio.
Dividends
POLIX vs. CHASX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than CHASX's 7.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 7.45% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
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 CHASX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHASX has higher volatility (6.38%) compared to POLIX (4.58%). In terms of maximum drawdown, POLIX dropped -42.84% vs CHASX's -45.94%.
CHASX currently has the higher Sharpe Ratio (1.81 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.
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