Polen Small Pany Fund Manager Performance Evaluation

PBSIX Fund  USD 16.33  0.15  0.93%   
The fund holds a Beta of 1.34, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Polen Us will likely underperform.

Risk-Adjusted Performance

20 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Polen Small Pany are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Polen Us showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date1st of September 2022
Expense Ratio1.1000
  

Polen Us Relative Risk vs. Return Landscape

If you would invest  1,343  in Polen Small Pany on September 6, 2024 and sell it today you would earn a total of  290.00  from holding Polen Small Pany or generate 21.59% return on investment over 90 days. Polen Small Pany is currently producing 0.3127% returns and takes up 1.174% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Polen, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Polen Us is expected to generate 1.61 times more return on investment than the market. However, the company is 1.61 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of risk.

Polen Us Current Valuation

Undervalued
Today
16.33
Please note that Polen Us' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Polen Small Pany holds a recent Real Value of $16.85 per share. The prevailing price of the fund is $16.33. We determine the value of Polen Small Pany from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Polen Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Us' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  16.33 Real  16.85 Hype  16.33
The intrinsic value of Polen Us' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Polen Us' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
16.85
Real Value
18.02
Upside
Estimating the potential upside or downside of Polen Small Pany helps investors to forecast how Polen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Polen Us more accurately as focusing exclusively on Polen Us' fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
15.1616.3317.50
Details

Polen Us Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen Small Pany, and traders can use it to determine the average amount a Polen Us' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2663

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Estimated Market Risk

 1.17
  actual daily
10
90% of assets are more volatile

Expected Return

 0.31
  actual daily
6
94% of assets have higher returns

Risk-Adjusted Return

 0.27
  actual daily
20
80% of assets perform better
Based on monthly moving average Polen Us is performing at about 20% 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 Us by adding it to a well-diversified portfolio.

Polen Us Fundamentals Growth

Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Us, and Polen Us fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Polen Mutual Fund performance.

About Polen Us Performance

Evaluating Polen Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Us has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Polen Us has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about Polen Small Pany performance evaluation

Checking the ongoing alerts about Polen Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Small Pany help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated three year return of -9.0%
Polen Small Pany maintains 97.62% of its assets in stocks
Evaluating Polen Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Polen Us' mutual fund performance include:
  • Analyzing Polen Us' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Polen Us' stock is overvalued or undervalued compared to its peers.
  • Examining Polen Us' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Polen Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Us' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Polen Us' mutual fund. These opinions can provide insight into Polen Us' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Polen Us' mutual fund performance is not an exact science, and many factors can impact Polen Us' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Polen Mutual Fund

Polen Us 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 Us security.
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