Polen Small Fund Price on December 8, 2024
| PBSRX Fund | USD 14.84 0.13 0.87% |
Below is the normalized historical share price chart for Polen Small extending back to February 11, 2019. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Polen Small stands at 14.84, as last reported on the 28th of December, with the highest price reaching 14.84 and the lowest price hitting 14.84 during the day.
If you're considering investing in Polen Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Polen Mutual Fund to be very steady. Polen Small maintains Sharpe Ratio (i.e., Efficiency) of 0.0706, which implies the entity had a 0.0706% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Polen Small, which you can use to evaluate the volatility of the fund. Please check Polen Small's Semi Deviation of 1.12, coefficient of variation of 1064.24, and Risk Adjusted Performance of 0.0788 to confirm if the risk estimate we provide is consistent with the expected return of 0.0929%.
Polen Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Polen |
Sharpe Ratio = 0.0706
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PBSRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.32 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Polen Small is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Polen Small by adding it to a well-diversified portfolio.
Polen Small Valuation on December 8, 2024
It is possible to determine the worth of Polen Small on a given historical date. On December 8, 2024 Polen was worth 16.05 at the beginning of the trading date compared to the closed value of 16.05. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Polen Small mutual fund. Still, in general, we apply an absolute valuation method to find Polen Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Polen Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Polen Small's related companies.
| Open | High | Low | Close | Volume | |
| 15.90 | 15.90 | 15.90 | 15.90 | 1.00 | |
12/06/2024 | 16.05 | 16.05 | 16.05 | 16.05 | 1.00 |
| 15.91 | 15.91 | 15.91 | 15.91 | 1.00 |
| Backtest Polen Small | | | Polen Small History | | | Polen Small Valuation | Previous | Next |
Polen Small Trading Date Momentum on December 8, 2024
| On December 09 2024 Polen Small was traded for 15.91 at the closing time. The highest daily price throughout the period was 15.91 and the lowest price was 15.91 . There was no trading activity during the period 1.0. Lack of trading volume on 12/09/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.87% . The trading delta at closing time to current closing price is 2.31% . |
Polen Small Fundamentals Correlations and Trends
By evaluating Polen Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Polen Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Polen financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Polen Small Mutual Fund history
Polen Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Polen is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Polen Small will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Polen Small stock prices may prove useful in developing a viable investing in Polen Small
The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000 Index and the SP SmallCap 600 Index. The fund is non-diversified.
Polen Small Mutual Fund Technical Analysis
Polen Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Polen Small Period Price Range
Low | December 28, 2024
| High |
0.00 | 0.00 |
Polen Small cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Polen Small December 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Polen Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Polen Small shares will generate the highest return on investment. By undertsting and applying Polen Small mutual fund market strength indicators, traders can identify Polen Small entry and exit signals to maximize returns
Polen Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Polen Small's price direction in advance. Along with the technical and fundamental analysis of Polen Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Polen to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0788 | |||
| Jensen Alpha | 0.1036 | |||
| Total Risk Alpha | 0.0765 | |||
| Sortino Ratio | 0.0694 | |||
| Treynor Ratio | 0.2674 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Polen Mutual Fund
Polen Small financial ratios help investors to determine whether Polen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polen with respect to the benefits of owning Polen Small security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |