Polen Bank Loan Manager Performance

PBKIXDelisted Fund  USD 24.99  0.00  0.00%   
The fund holds a Beta of -5.91, which implies a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Polen Bank are expected to decrease by larger amounts. On the other hand, during market turmoil, Polen Bank is expected to outperform it.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Polen Bank Loan has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Polen Bank is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Polen Bank Relative Risk vs. Return Landscape

If you would invest  2,499  in Polen Bank Loan on November 29, 2025 and sell it today you would earn a total of  0.00  from holding Polen Bank Loan or generate 0.0% return on investment over 90 days. Polen Bank Loan is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Polen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  

Polen Bank Current Valuation

Overvalued
Today
24.99
Please note that Polen Bank's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Polen Bank Loan holds a recent Real Value of $21.51 per share. The prevailing price of the fund is $24.99. We determine the value of Polen Bank Loan 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 Bank is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Bank's 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  24.99 Real  21.51 Hype  24.99 Naive  26.19
The intrinsic value of Polen Bank's 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 Bank's 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.
21.51
Real Value
27.49
Upside
Estimating the potential upside or downside of Polen Bank Loan 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 Bank more accurately as focusing exclusively on Polen Bank's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
-223.9424.1336.53
Details
Hype
Prediction
LowEstimatedHigh
24.9924.9924.99
Details
Naive
Forecast
LowNext ValueHigh
26.1926.1926.19
Details

Polen Bank Target Price Odds to finish over Current Price

The tendency of Polen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 24.99 90 days 24.99 
near 1
Based on a normal probability distribution, the odds of Polen Bank to move above the current price in 90 days from now is near 1 (This Polen Bank Loan probability density function shows the probability of Polen Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Polen Bank Loan has a beta of -5.91 indicating as returns on its benchmark rise, returns on holding Polen Bank Loan are expected to decrease by similarly larger amounts. On the other hand, during market turmoils, Polen Bank is expected to outperform its benchmark. In addition to that Polen Bank Loan has an alpha of 2.9817, implying that it can generate a 2.98 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Polen Bank Price Density   
       Price  

Predictive Modules for Polen Bank

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Polen Bank Loan. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
24.9924.9924.99
Details
Intrinsic
Valuation
LowRealHigh
21.5121.5127.49
Details
Naive
Forecast
LowNextHigh
26.1926.1926.19
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
-223.9424.1336.53
Details

Polen Bank Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Polen Bank is not an exception. The market had few large corrections towards the Polen Bank's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Polen Bank Loan, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Polen Bank within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
2.98
β
Beta against Dow Jones-5.91
σ
Overall volatility
5.46
Ir
Information ratio 0.12

Polen Bank Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Polen Bank for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Polen Bank Loan can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Polen Bank Loan is not yet fully synchronised with the market data
Polen Bank Loan has a very high chance of going through financial distress in the upcoming years
The fund maintains all of the assets in different exotic instruments

Polen Bank Fundamentals Growth

Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Bank, and Polen Bank 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 Bank Performance

Evaluating Polen Bank's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Bank 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 Bank 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 investment seeks to achieve overall total return consisting of a high level of current income together with long-term capital appreciation. Polen Bank is traded on NASDAQ Exchange in the United States.

Things to note about Polen Bank Loan performance evaluation

Checking the ongoing alerts about Polen Bank for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Bank Loan help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Polen Bank Loan is not yet fully synchronised with the market data
Polen Bank Loan has a very high chance of going through financial distress in the upcoming years
The fund maintains all of the assets in different exotic instruments
Evaluating Polen Bank's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Polen Bank's mutual fund performance include:
  • Analyzing Polen Bank's 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 Bank's stock is overvalued or undervalued compared to its peers.
  • Examining Polen Bank's 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 Bank's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Bank's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Polen Bank's mutual fund. These opinions can provide insight into Polen Bank's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Polen Bank's mutual fund performance is not an exact science, and many factors can impact Polen Bank's 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.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Other Consideration for investing in Polen Mutual Fund

If you are still planning to invest in Polen Bank Loan check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Polen Bank's history and understand the potential risks before investing.
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