Polen Small Pany Fund Market Value
| PBSIX Fund | USD 18.12 0.23 1.25% |
| Symbol | Polen |
Polen Us 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Polen Us' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Polen Us.
| 11/24/2025 |
| 02/22/2026 |
If you would invest 0.00 in Polen Us on November 24, 2025 and sell it all today you would earn a total of 0.00 from holding Polen Small Pany or generate 0.0% return on investment in Polen Us over 90 days. Polen Us is related to or competes with Prnpl Inv, Polen Global, Polen Global, Polen International, Polen International, Polen Growth, and Polen Growth. The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, i... More
Polen Us Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Polen Us' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Polen Small Pany upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.74 | |||
| Information Ratio | 0.0299 | |||
| Maximum Drawdown | 8.18 | |||
| Value At Risk | (2.77) | |||
| Potential Upside | 2.26 |
Polen Us Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Us' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polen Us' standard deviation. In reality, there are many statistical measures that can use Polen Us historical prices to predict the future Polen Us' volatility.| Risk Adjusted Performance | 0.0652 | |||
| Jensen Alpha | 0.034 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0284 | |||
| Treynor Ratio | 0.0984 |
Polen Us February 22, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0652 | |||
| Market Risk Adjusted Performance | 0.1084 | |||
| Mean Deviation | 1.26 | |||
| Semi Deviation | 1.55 | |||
| Downside Deviation | 1.74 | |||
| Coefficient Of Variation | 1274.08 | |||
| Standard Deviation | 1.66 | |||
| Variance | 2.74 | |||
| Information Ratio | 0.0299 | |||
| Jensen Alpha | 0.034 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | 0.0284 | |||
| Treynor Ratio | 0.0984 | |||
| Maximum Drawdown | 8.18 | |||
| Value At Risk | (2.77) | |||
| Potential Upside | 2.26 | |||
| Downside Variance | 3.04 | |||
| Semi Variance | 2.41 | |||
| Expected Short fall | (1.31) | |||
| Skewness | 0.0967 | |||
| Kurtosis | 0.5241 |
Polen Small Pany Backtested Returns
At this stage we consider Polen Mutual Fund to be very steady. Polen Small Pany maintains Sharpe Ratio (i.e., Efficiency) of 0.0672, which implies the entity had a 0.0672 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Polen Small Pany, which you can use to evaluate the volatility of the fund. Please check Polen Us' Semi Deviation of 1.55, coefficient of variation of 1274.08, and Risk Adjusted Performance of 0.0652 to confirm if the risk estimate we provide is consistent with the expected return of 0.1%. The fund holds a Beta of 1.22, 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.
Auto-correlation | 0.09 |
Virtually no predictability
Polen Small Pany has virtually no predictability. Overlapping area represents the amount of predictability between Polen Us time series from 24th of November 2025 to 8th of January 2026 and 8th of January 2026 to 22nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Polen Small Pany price movement. The serial correlation of 0.09 indicates that less than 9.0% of current Polen Us price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.09 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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