Polen Small Fund Price on November 4, 2824
| PBSRX Fund | USD 15.76 0.09 0.57% |
Below is the normalized historical share price chart for Polen Small extending back to February 11, 2019. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Polen Small stands at 15.76, as last reported on the 13th of December 2024, with the highest price reaching 15.76 and the lowest price hitting 15.76 during the day.
If you're considering investing in Polen Mutual Fund, it is important to understand the factors that can impact its price. Polen Small appears to be very steady, given 3 months investment horizon. Polen Small 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 Small, which you can use to evaluate the volatility of the fund. Please evaluate Polen Small's Coefficient Of Variation of 460.39, semi deviation of 0.6352, and Risk Adjusted Performance of 0.1617 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 = 0.1859
| Best Portfolio | Best Equity | |||
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| Small Returns | PBSRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Polen Small 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 Small by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Polen Small Mutual Fund history
Polen Small 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 Small 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 Small stock prices may prove useful in developing a viable investing in Polen Small
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.
Polen Small Mutual Fund Technical Analysis
Polen Small 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 Small Period Price Range
Low | December 13, 2024
| High |
0.00 | 0.00 |
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Polen Small December 13, 2024 Market Strength
Market strength indicators help investors to evaluate how Polen Small 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 Small shares will generate the highest return on investment. By undertsting and applying Polen Small mutual fund market strength indicators, traders can identify Polen Small entry and exit signals to maximize returns
Polen Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Polen Small'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 | 0.1617 | |||
| Jensen Alpha | 0.1131 | |||
| Total Risk Alpha | 0.0822 | |||
| Sortino Ratio | 0.1451 | |||
| Treynor Ratio | 0.186 |
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| Volume Indicators |
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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