POLIX vs. VKSIX

In the year-to-date period, POLIX achieves a -1.81% return, which is significantly lower than VKSIX's -0.89% return.

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POLIX has a 0.96% expense ratio, which is lower than VKSIX's 1.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX). 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 0.59, which is higher than the VKSIX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of POLIX and VKSIX, 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%, more than VKSIX's 0.44% yield.

The maximum POLIX drawdown since its inception was -42.84%, which is greater than VKSIX's maximum drawdown of -35.59%. Use the drawdown chart below to compare losses from any high point for POLIX and VKSIX.

Polen Growth Fund (POLIX) and Virtus KAR Small-Mid Cap Core Fund (VKSIX) have volatilities of 5.38% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.