Polen Global Five Year Return vs. Three Year Return
| PGIIX Fund | USD 27.82 0.08 0.29% |
For Polen Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Polen Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Polen Global Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Polen Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Polen Global Growth over time as well as its relative position and ranking within its peers.
Polen |
Polen Global Growth Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Polen Global's current stock value. Our valuation model uses many indicators to compare Polen Global value to that of its competitors to determine the firm's financial worth. Polen Global Growth is rated below average in five year return among similar funds. It also is rated below average in three year return among similar funds reporting about 0.35 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Polen Global Growth is roughly 2.86 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Polen Global's earnings, one of the primary drivers of an investment's value.Polen Three Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Polen Global |
| = | 9.79 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Polen Global |
| = | 3.42 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Polen Three Year Return Comparison
Polen Global is currently under evaluation in three year return among similar funds.
Polen Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Polen Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Polen Global will eventually generate negative long term returns. The profitability progress is the general direction of Polen Global's change in net profit over the period of time. It can combine multiple indicators of Polen Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40 percent of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30 percent of its assets in non-U.S. equity securities. The fund is non-diversified.
Polen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Polen Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Polen Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Polen Global's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Polen Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Polen Global position
In addition to having Polen Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Natural Foods
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Polen Mutual Fund
To fully project Polen Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Polen Global Growth at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Polen Global's income statement, its balance sheet, and the statement of cash flows.
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