Polen Small Fund Manager Performance Evaluation
| PBSYX Fund | USD 16.10 0.22 1.39% |
The fund holds a Beta of 1.4, 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.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Polen Small are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Polen Us may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Polen Us Relative Risk vs. Return Landscape
If you would invest 1,442 in Polen Small on August 26, 2024 and sell it today you would earn a total of 168.00 from holding Polen Small or generate 11.65% return on investment over 90 days. Polen Small is currently producing 0.1774% returns and takes up 1.2525% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Polen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polen Us Current Valuation
Overvalued
Today
Please note that Polen Us' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Polen Small holds a recent Real Value of $15.77 per share. The prevailing price of the fund is $16.1. 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 Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Us' 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 16.1 | Real 15.77 | Hype 16.1 | Naive 15.78 |
The intrinsic value of Polen Us' 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 Us' 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 Us more accurately as focusing exclusively on Polen Us' fundamentals will not take into account other important factors: Polen Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Us' 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 Us' 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 = 0.1416
| Best Portfolio | Best Equity | |||
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| Small Returns | PBSYX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Polen Us is performing at about 11% of its full potential. 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 Us by adding it to a well-diversified portfolio.
Polen Us Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Us, and Polen Us 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 | 113.38 M | ||||
About Polen Us Performance
Evaluating Polen Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Us 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 Us 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 Us 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.Evaluating Polen Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Polen Us' mutual fund performance include:- Analyzing Polen Us' 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 Us' stock is overvalued or undervalued compared to its peers.
- Examining Polen Us' 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 Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Us' mutual fund. These opinions can provide insight into Polen Us' potential for growth and whether the stock is currently undervalued or overvalued.
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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| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |