POLIX vs. WCMIX

The year-to-date returns for both investments are quite close, with POLIX having a 5.18% return and WCMIX slightly higher at 5.19%. Over the past 10 years, POLIX has outperformed WCMIX with an annualized return of 11.04%, while WCMIX has yielded a comparatively lower 7.42% 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 0.73, which is higher than the WCMIX Sharpe Ratio of -0.03. 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.

POLIX has not paid dividends to shareholders, while WCMIX's dividend yield for the trailing twelve months is around 0.26%.

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.

Polen Growth Fund (POLIX) has a higher volatility of 4.39% compared to WCM Focused International Growth Fund (WCMIX) at 4.10%. 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.