Polen Small Fund Manager Performance Evaluation
| PBSRX Fund | USD 14.38 0.02 0.14% |
The fund holds a Beta of 0.96, which implies possible diversification benefits within a given portfolio. Polen Small returns are very sensitive to returns on the market. As the market goes up or down, Polen Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Polen Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Polen U.S. Small Company Growth Q4 2024 Commentary - Seeking Alpha | 02/04/2025 |
| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.3500 |
Polen |
Polen Small Relative Risk vs. Return Landscape
If you would invest 1,596 in Polen Small on November 28, 2024 and sell it today you would lose (158.00) from holding Polen Small or give up 9.9% of portfolio value over 90 days. Polen Small is currently producing negative expected returns and takes up 1.2258% volatility of returns over 90 trading days. Put another way, 10% 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 Small Current Valuation
Fairly Valued
Today
Please note that Polen Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen Small holds a recent Real Value of $14.6 per share. The prevailing price of the fund is $14.38. We determine the value of Polen 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Small'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 14.38 | Real 14.6 | Hype 14.38 | Naive 14.3 |
The intrinsic value of Polen Small'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 Small'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 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 Small more accurately as focusing exclusively on Polen Small's fundamentals will not take into account other important factors: Polen Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen Small, and traders can use it to determine the average amount a Polen Small'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 = -0.1404
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBSRX |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Polen Small 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 Small by adding Polen Small to a well-diversified portfolio.
Polen Small Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Small, and Polen Small 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 | 5.13 M | ||||
About Polen Small Performance
Evaluating Polen Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Small 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 Small 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 U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000 Index and the SP SmallCap 600 Index. The fund is non-diversified.Things to note about Polen Small performance evaluation
Checking the ongoing alerts about Polen Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polen Small generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Polen U.S. Small Company Growth Q4 2024 Commentary - Seeking Alpha | |
| The fund generated three year return of -2.0% | |
| Polen Small maintains 95.51% of its assets in stocks |
- Analyzing Polen Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Polen Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Small's mutual fund. These opinions can provide insight into Polen Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polen Mutual Fund
Polen Small 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 Small security.
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