POLIX vs. VKSIX

In the year-to-date period, POLIX achieves a 16.37% return, which is significantly higher than VKSIX's 12.68% 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 1.48, which is comparable to the VKSIX Sharpe Ratio of 1.60. 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.

Neither POLIX nor VKSIX has paid dividends to shareholders.

The maximum POLIX drawdown since its inception was -49.68%, 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. For additional features, visit the drawdowns tool.

Polen Growth Fund (POLIX) has a higher volatility of 4.99% compared to Virtus KAR Small-Mid Cap Core Fund (VKSIX) at 3.83%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than VKSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.