POLIX vs. FDN
Compare and contrast key facts about Polen Growth Fund (POLIX) and First Trust Dow Jones Internet Index (FDN).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. FDN is a passively managed fund by First Trust that tracks the performance of the Dow Jones Internet Index. It was launched on Jun 23, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POLIX or FDN.
Key characteristics
| POLIX | FDN | |
|---|---|---|
| YTD Return | 18.42% | 27.75% |
| 1Y Return | 28.59% | 48.39% |
| 3Y Return (Ann) | -4.99% | -1.32% |
| 5Y Return (Ann) | 8.66% | 12.44% |
| 10Y Return (Ann) | 10.62% | 14.41% |
| Sharpe Ratio | 1.92 | 2.57 |
| Sortino Ratio | 2.54 | 3.28 |
| Omega Ratio | 1.34 | 1.45 |
| Calmar Ratio | 0.83 | 1.32 |
| Martin Ratio | 11.09 | 13.46 |
| Ulcer Index | 2.54% | 3.57% |
| Daily Std Dev | 14.66% | 18.68% |
| Max Drawdown | -49.68% | -61.55% |
| Current Drawdown | -14.80% | -5.52% |
Correlation
The correlation between POLIX and FDN is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
POLIX vs. FDN - Performance Comparison
In the year-to-date period, POLIX achieves a 18.42% return, which is significantly lower than FDN's 27.75% return. Over the past 10 years, POLIX has underperformed FDN with an annualized return of 10.62%, while FDN has yielded a comparatively higher 14.41% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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POLIX vs. FDN - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is higher than FDN's 0.52% expense ratio.
Risk-Adjusted Performance
POLIX vs. FDN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and First Trust Dow Jones Internet Index (FDN). 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.
Dividends
POLIX vs. FDN - Dividend Comparison
Neither POLIX nor FDN has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.00% | 0.00% | 0.01% | 0.00% | 0.10% | 0.23% |
FDN First Trust Dow Jones Internet Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
POLIX vs. FDN - Drawdown Comparison
The maximum POLIX drawdown since its inception was -49.68%, smaller than the maximum FDN drawdown of -61.55%. Use the drawdown chart below to compare losses from any high point for POLIX and FDN. For additional features, visit the drawdowns tool.
Volatility
POLIX vs. FDN - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.29%, while First Trust Dow Jones Internet Index (FDN) has a volatility of 4.91%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than FDN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.