POLIX vs. FDN

In the year-to-date period, POLIX achieves a -1.81% return, which is significantly lower than FDN's 2.63% return. Over the past 10 years, POLIX has underperformed FDN with an annualized return of 12.59%, while FDN has yielded a comparatively higher 14.01% annualized return.

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POLIX has a 0.96% expense ratio, which is higher than FDN's 0.52% expense ratio.

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.

The current POLIX Sharpe Ratio is 0.43, which is lower than the FDN Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of POLIX and FDN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POLIX's dividend yield for the trailing twelve months is around 5.33%, while FDN has not paid dividends to shareholders.

The maximum POLIX drawdown since its inception was -42.84%, 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.

The current volatility for Polen Growth Fund (POLIX) is 5.41%, while First Trust Dow Jones Internet Index (FDN) has a volatility of 5.74%. 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.