Polen Growth's market value is the price at which a share of Polen Growth trades on a public exchange. It measures the collective expectations of Polen Growth Fund investors about its performance. Polen Growth is trading at 34.62 as of the 26th of January 2026; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 34.51. With this module, you can estimate the performance of a buy and hold strategy of Polen Growth Fund and determine expected loss or profit from investing in Polen Growth over a given investment horizon. Check out Polen Growth Correlation, Polen Growth Volatility and Polen Growth Alpha and Beta module to complement your research on Polen Growth.
Please note, there is a significant difference between Polen Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Polen Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Polen Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Polen Growth '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 Growth's 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 Growth.
0.00
10/28/2025
No Change 0.00
0.0
In 3 months and 1 day
01/26/2026
0.00
If you would invest 0.00 in Polen Growth on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Polen Growth Fund or generate 0.0% return on investment in Polen Growth over 90 days. Polen Growth is related to or competes with Polen Growth, John Hancock, John Hancock, Calvert Equity, Calvert Equity, Calvert Equity, and Principal Capital. The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advise... More
Polen Growth 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 Growth's 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 Growth Fund upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polen Growth's standard deviation. In reality, there are many statistical measures that can use Polen Growth historical prices to predict the future Polen Growth's volatility.
Polen Growth maintains Sharpe Ratio (i.e., Efficiency) of -0.13, which implies the entity had a -0.13 % return per unit of risk over the last 3 months. Polen Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Polen Growth's Coefficient Of Variation of (1,317), variance of 0.8335, and Risk Adjusted Performance of (0.05) to confirm the risk estimate we provide. The fund holds a Beta of 0.82, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polen Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen Growth is expected to be smaller as well.
Auto-correlation
-0.33
Poor reverse predictability
Polen Growth Fund has poor reverse predictability. Overlapping area represents the amount of predictability between Polen Growth time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 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 Growth price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Polen Growth price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.33
Spearman Rank Test
-0.21
Residual Average
0.0
Price Variance
0.39
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 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.