POLIX vs. WCMIX

In the year-to-date period, POLIX achieves a 13.87% return, which is significantly higher than WCMIX's -3.16% return. Over the past 10 years, POLIX has outperformed WCMIX with an annualized return of 10.51%, while WCMIX has yielded a comparatively lower 6.65% annualized return.

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POLIX has a 0.96% expense ratio, which is lower than WCMIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) and WCM Focused International Growth Fund (WCMIX). 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 0.89, which is higher than the WCMIX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of POLIX and WCMIX, 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 WCMIX has paid dividends to shareholders.

The maximum POLIX drawdown since its inception was -49.68%, which is greater than WCMIX's maximum drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for POLIX and WCMIX. For additional features, visit the drawdowns tool.

The current volatility for Polen Growth Fund (POLIX) is 5.91%, while WCM Focused International Growth Fund (WCMIX) has a volatility of 11.63%. This indicates that POLIX experiences smaller price fluctuations and is considered to be less risky than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.