Correlation
The correlation between POLIX and WCMIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
POLIX vs. WCMIX
Compare and contrast key facts about Polen Growth Fund (POLIX) and WCM Focused International Growth Fund (WCMIX).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POLIX or WCMIX.
Performance
POLIX vs. WCMIX - Performance Comparison
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Key characteristics
POLIX:
0.59
WCMIX:
0.83
POLIX:
0.69
WCMIX:
1.20
POLIX:
1.10
WCMIX:
1.17
POLIX:
0.40
WCMIX:
0.87
POLIX:
1.32
WCMIX:
3.78
POLIX:
6.28%
WCMIX:
4.28%
POLIX:
20.63%
WCMIX:
21.18%
POLIX:
-42.84%
WCMIX:
-39.69%
POLIX:
-7.27%
WCMIX:
-0.38%
Returns By Period
In the year-to-date period, POLIX achieves a -1.81% return, which is significantly lower than WCMIX's 20.17% return. Over the past 10 years, POLIX has outperformed WCMIX with an annualized return of 12.57%, while WCMIX has yielded a comparatively lower 10.25% annualized return.
POLIX
-1.81%
4.73%
-3.81%
11.45%
10.39%
8.60%
12.57%
WCMIX
20.17%
8.64%
12.95%
16.69%
13.12%
11.05%
10.25%
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POLIX vs. WCMIX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than WCMIX's 1.04% expense ratio.
Risk-Adjusted Performance
POLIX vs. WCMIX — Risk-Adjusted Performance Rank
POLIX
WCMIX
POLIX vs. WCMIX - Risk-Adjusted Performance Comparison
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.
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Dividends
POLIX vs. WCMIX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 5.33%, less than WCMIX's 10.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 5.33% | 5.24% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.78% | 1.66% | 0.01% | 4.29% | 7.18% |
WCMIX WCM Focused International Growth Fund | 10.64% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.19% | 0.54% |
Drawdowns
POLIX vs. WCMIX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, which is greater than WCMIX's maximum drawdown of -39.69%. Use the drawdown chart below to compare losses from any high point for POLIX and WCMIX.
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Volatility
POLIX vs. WCMIX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 5.38% compared to WCM Focused International Growth Fund (WCMIX) at 3.21%. This indicates that POLIX's price experiences larger fluctuations and is considered to be riskier than WCMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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