Polen Growth Fund Alpha and Beta Analysis
| POLRX Fund | USD 48.23 0.29 0.60% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Polen Growth Fund. It also helps investors analyze the systematic and unsystematic risks associated with investing in Polen Growth over a specified time horizon. Remember, high Polen Growth's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Polen Growth's market risk premium analysis include:
Beta 0.79 | Alpha 0.0369 | Risk 0.86 | Sharpe Ratio 0.15 | Expected Return 0.13 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Polen |
Polen Growth Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Polen Growth market risk premium is the additional return an investor will receive from holding Polen Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Polen Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Polen Growth's performance over market.| α | 0.04 | β | 0.79 |
Polen Growth expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Polen Growth's Buy-and-hold return. Our buy-and-hold chart shows how Polen Growth performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Polen Growth Market Price Analysis
Market price analysis indicators help investors to evaluate how Polen Growth 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 Growth shares will generate the highest return on investment. By understating and applying Polen Growth mutual fund market price indicators, traders can identify Polen Growth position entry and exit signals to maximize returns.
Polen Growth Return and Market Media
The median price of Polen Growth for the period between Fri, Aug 30, 2024 and Thu, Nov 28, 2024 is 45.49 with a coefficient of variation of 2.88. The daily time series for the period is distributed with a sample standard deviation of 1.32, arithmetic mean of 45.72, and mean deviation of 1.02. The Fund received some media coverage during the period. Price Growth (%) |
| Timeline |
1 | 7 billion fund manager chooses Amazon and other growth stocks - TheStreet | 09/20/2024 |
2 | Polen Focus Growth Portfolio Q3 2024 Commentary - Seeking Alpha | 11/13/2024 |
About Polen Growth Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Polen or other funds. Alpha measures the amount that position in Polen Growth has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Polen Growth in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Polen Growth's short interest history, or implied volatility extrapolated from Polen Growth options trading.
Build Portfolio with Polen Growth
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Other Information on Investing in Polen Mutual Fund
Polen Growth 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 Growth security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |