Polen International Small Manager Performance
| PBIRXDelisted Fund | USD 10.16 0.00 0.00% |
The fund holds a Beta of 0.0497, 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Polen International Small 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| Fifty Two Week Low | 8.81 | |
| Fifty Two Week High | 17.59 |
Polen |
Polen International Relative Risk vs. Return Landscape
If you would invest (100.00) in Polen International Small on September 2, 2024 and sell it today you would earn a total of 100.00 from holding Polen International Small or generate -100.0% return on investment over 90 days. Polen International Small 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 International Current Valuation
Overvalued
Today
Please note that Polen International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Polen International Small holds a recent Real Value of $9.34 per share. The prevailing price of the fund is $10.16. We determine the value of Polen International Small 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 10.16 | Real 9.34 | Hype 10.16 | Naive 10.59 |
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 Small 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 Small, 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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| PBIRX |
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 | 20.74 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 common stocks of small companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of non-U.S. issuers that are small companies. Polen International is traded on NASDAQ Exchange in the United States.Things to note about Polen International Small 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 Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polen International is not yet fully synchronised with the market data | |
| Polen International has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 97.65% of its assets in stocks |
- 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.
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 metropolitan statistical area. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
Other Consideration for investing in Polen Mutual Fund
If you are still planning to invest in Polen International Small 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 International's history and understand the potential risks before investing.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |