Polen International Growth Fund Manager Performance Evaluation
| POIRX Fund | USD 16.16 0.02 0.12% |
The fund holds a Beta of 0.18, which implies not very significant fluctuations relative to the market. As returns on the market increase, Polen International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen International is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Polen International Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Polen International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.3000 |
POLEN |
Polen International Relative Risk vs. Return Landscape
If you would invest 1,678 in Polen International Growth on August 30, 2024 and sell it today you would lose (62.00) from holding Polen International Growth or give up 3.69% of portfolio value over 90 days. Polen International Growth is currently producing negative expected returns and takes up 0.876% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Fairly Valued
Today
Please note that Polen International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen International holds a recent Real Value of $16.15 per share. The prevailing price of the fund is $16.16. We determine the value of Polen International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of POLEN Mutual Fund. However, Polen International'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 16.16 | Real 16.15 | Hype 16.16 |
The intrinsic value of Polen International'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 International'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.
Estimating the potential upside or downside of Polen International Growth 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 International more accurately as focusing exclusively on Polen International's fundamentals will not take into account other important factors: Polen International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen International Growth, and traders can use it to determine the average amount a Polen International's 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 = -0.0628
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | POIRX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Polen International is not performing at its full potential. However, 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 International by adding Polen International to a well-diversified portfolio.
Polen International Fundamentals Growth
POLEN Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen International, and Polen International 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.
| Total Asset | 2.7 M | ||||
About Polen International Performance
Evaluating Polen International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen International 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 International 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 approximately 25 to 35 common stocks of large capitalization companies , including companies in both developed and emerging markets, that, in the Advisers opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.Things to note about Polen International performance evaluation
Checking the ongoing alerts about Polen International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polen International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Polen International maintains about 6.2% of its assets in cash |
- Analyzing Polen International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Polen International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen International's mutual fund. These opinions can provide insight into Polen International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in POLEN Mutual Fund
Polen International 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 International security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |