Polen Smid Fund Price on November 2, 2024
| PBMIX Fund | USD 8.79 0.05 0.57% |
If you're considering investing in Polen Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Polen Smid stands at 8.79, as last reported on the 13th of December 2024, with the highest price reaching 8.79 and the lowest price hitting 8.79 during the day. Polen Smid appears to be not too volatile, given 3 months investment horizon. Polen Smid maintains Sharpe Ratio (i.e., Efficiency) of 0.19, which implies the entity had a 0.19% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Polen Smid, which you can use to evaluate the volatility of the fund. Please evaluate Polen Smid's Coefficient Of Variation of 451.74, semi deviation of 0.7667, and Risk Adjusted Performance of 0.1641 to confirm if our risk estimates are consistent with your expectations.
Polen Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Polen |
Sharpe Ratio = 0.1853
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Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Polen Smid is performing at about 14% 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 Smid by adding it to a well-diversified portfolio.
Polen Smid Valuation on November 2, 2024
It is possible to determine the worth of Polen Smid on a given historical date. On November 2, 2024 Polen was worth 7.99 at the beginning of the trading date compared to the closed value of 7.99. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Polen Smid mutual fund. Still, in general, we apply an absolute valuation method to find Polen Smid's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Polen Smid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Polen Smid's related companies.
| Open | High | Low | Close | Volume | |
| 7.97 | 7.97 | 7.97 | 7.97 | 1.00 | |
11/01/2024 | 7.99 | 7.99 | 7.99 | 7.99 | 1.00 |
| 8.04 | 8.04 | 8.04 | 8.04 | 1.00 |
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Polen Smid Trading Date Momentum on November 2, 2024
| On November 04 2024 Polen Smid was traded for 8.04 at the closing time. The highest daily price throughout the period was 8.04 and the lowest price was 8.04 . There was no trading activity during the period 1.0. Lack of trading volume on 11/04/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.63% . The trading delta at closing time to current closing price is 10.26% . |
Polen Smid Fundamentals Correlations and Trends
By evaluating Polen Smid's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Polen Smid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Polen financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Polen Smid Mutual Fund history
Polen Smid investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Polen is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Polen Smid will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Polen Smid stock prices may prove useful in developing a viable investing in Polen Smid
The fund typically invests in a focused portfolio of common stocks of small and mid-cap companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small or mid-cap companies. The Adviser considers small and mid-cap companies for this purpose to be those companies that, at the time of purchase, are within the range of the market capitalizations of companies in the Russell 2500 Growth Index. It is non-diversified.
Polen Smid Mutual Fund Technical Analysis
Polen Smid technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Polen Smid Period Price Range
Low | December 13, 2024
| High |
0.00 | 0.00 |
Polen Smid cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Polen Smid December 13, 2024 Market Strength
Market strength indicators help investors to evaluate how Polen Smid mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Polen Smid shares will generate the highest return on investment. By undertsting and applying Polen Smid mutual fund market strength indicators, traders can identify Polen Smid entry and exit signals to maximize returns
Polen Smid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Polen Smid's price direction in advance. Along with the technical and fundamental analysis of Polen Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Polen to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1641 | |||
| Jensen Alpha | 0.1866 | |||
| Total Risk Alpha | 0.0783 | |||
| Sortino Ratio | 0.1233 | |||
| Treynor Ratio | 0.5343 |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Polen Mutual Fund
Polen Smid 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 Smid security.
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