POLIX vs. POIIX
POLIX (Polen Growth Fund) and POIIX (Polen International Growth Fund) are both mutual funds - POLIX is a Large Cap Growth Equities fund managed by Polen, while POIIX is a Foreign Large Cap Equities fund managed by Polen. Over the past 5 years, POLIX returned -0.25%/yr vs -3.72%/yr for POIIX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. POLIX charges 0.96%/yr vs 1.03%/yr for POIIX.
Performance
POLIX vs. POIIX - 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 POIIX's -4.84% 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%
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -5.46%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
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. POIIX - 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% |
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
Correlation
The correlation between POLIX and POIIX is 0.74, 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. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.77 |
The correlation between POLIX and POIIX has been stable across timeframes, ranging from 0.74 to 0.80 - a consistent structural relationship.
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Return for Risk
POLIX vs. POIIX — Risk / Return Rank
POLIX
POIIX
POLIX vs. POIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Polen International Growth Fund (POIIX). 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 | POIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.94 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | -0.42 | -0.09 |
| Martin ratioReturn relative to average drawdown | -1.08 | -0.89 | -0.19 |
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Drawdowns
POLIX vs. POIIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than POIIX's maximum drawdown of -38.81%. Use the drawdown chart below to compare losses from any high point for POLIX and POIIX.
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Drawdown Indicators
| POLIX | POIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -38.81% | -4.03% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -21.49% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -25.45% | +1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -38.81% | -4.03% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | — | — |
Current DrawdownCurrent decline from peak | -15.67% | -19.73% | +4.06% |
Average DrawdownAverage peak-to-trough decline | -7.16% | -10.29% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.25% | 10.69% | +0.56% |
Volatility
POLIX vs. POIIX - Volatility Comparison
The current volatility for Polen Growth Fund (POLIX) is 4.58%, while Polen International Growth Fund (POIIX) has a volatility of 5.98%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than POIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POLIX | POIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 5.98% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 17.15% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 20.93% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 20.22% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 18.75% | +3.18% |
POLIX vs. POIIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than POIIX's 1.03% expense ratio.
Dividends
POLIX vs. POIIX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 41.25%, more than POIIX's 0.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 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 POIIX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to POLIX (4.58%). In terms of maximum drawdown, POLIX dropped -42.84% vs POIIX's -38.81%.
POIIX currently has the higher Sharpe Ratio (-0.43 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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