POLIX vs. PGIIX
POLIX (Polen Growth Fund) and PGIIX (Polen Global Growth Fund) are both mutual funds - POLIX is a Large Cap Growth Equities fund managed by Polen, while PGIIX is a Global Equities fund managed by Polen. Over the past 10 years, POLIX returned 11.30%/yr vs 9.92%/yr for PGIIX. Their 0.95 correlation means they have historically moved very closely together. POLIX charges 0.96%/yr vs 0.99%/yr for PGIIX.
Performance
POLIX vs. PGIIX - 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 PGIIX's -6.88% return. Over the past 10 years, POLIX has outperformed PGIIX with an annualized return of 11.30%, while PGIIX has yielded a comparatively lower 9.92% 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%
PGIIX
- 1D
- 2.07%
- 1M
- -0.38%
- 6M
- -3.59%
- YTD
- -6.88%
- 1Y
- -6.38%
- 3Y*
- 5.05%
- 5Y*
- 0.37%
- 10Y*
- 9.92%
- ALL TIME*
- 9.61%
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. PGIIX - 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% |
PGIIX Polen Global Growth Fund | -6.88% | 1.91% | 16.43% | 31.09% | -31.20% | 17.43% | 23.67% | 35.47% | 2.48% | 31.52% |
Correlation
The correlation between POLIX and PGIIX is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2014 | 0.95 |
The correlation between POLIX and PGIIX has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
POLIX vs. PGIIX — Risk / Return Rank
POLIX
PGIIX
POLIX vs. PGIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Polen Global Growth Fund (PGIIX). 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 | PGIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.92 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.41 | -0.11 |
| Martin ratioReturn relative to average drawdown | -1.08 | -0.89 | -0.19 |
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Drawdowns
POLIX vs. PGIIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than PGIIX's maximum drawdown of -37.09%. Use the drawdown chart below to compare losses from any high point for POLIX and PGIIX.
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Drawdown Indicators
| POLIX | PGIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -37.09% | -5.75% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -22.38% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -22.38% | -1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -37.09% | -5.75% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -37.09% | -5.75% |
Current DrawdownCurrent decline from peak | -15.67% | -11.91% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -7.10% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 10.09% | +1.16% |
Volatility
POLIX vs. PGIIX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 4.58% compared to Polen Global Growth Fund (PGIIX) at 4.21%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than PGIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | PGIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.21% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 13.60% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 16.79% | +1.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 19.79% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 19.30% | +2.63% |
POLIX vs. PGIIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than PGIIX's 0.99% expense ratio.
Dividends
POLIX vs. PGIIX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than PGIIX's 23.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGIIX Polen Global Growth Fund | 23.21% | 21.62% | 7.45% | 0.00% | 1.15% | 2.48% | 0.00% | 0.04% | 1.93% | 0.00% | 0.05% | 0.09% |
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
With a correlation of 0.95, POLIX and PGIIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
POLIX has higher volatility (4.58%) compared to PGIIX (4.21%). In terms of maximum drawdown, POLIX dropped -42.84% vs PGIIX's -37.09%.
PGIIX currently has the higher Sharpe Ratio (-0.54 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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