Polen Growth Fund Market Value

POLIX Fund  USD 44.30  0.84  1.93%   
Polen Growth's market value is the price at which a share of Polen Growth trades on a public exchange. It measures the collective expectations of Polen Growth Fund investors about its performance. Polen Growth is trading at 44.30 as of the 17th of March 2025; that is 1.93 percent up since the beginning of the trading day. The fund's open price was 43.46.
With this module, you can estimate the performance of a buy and hold strategy of Polen Growth Fund and determine expected loss or profit from investing in Polen Growth over a given investment horizon. Check out Polen Growth Correlation, Polen Growth Volatility and Polen Growth Alpha and Beta module to complement your research on Polen Growth.
Symbol

Please note, there is a significant difference between Polen Growth's value and its price as these two are different measures arrived at by different means. Investors typically determine if Polen Growth is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Polen Growth's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Polen Growth 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Polen Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Polen Growth.
0.00
12/17/2024
No Change 0.00  0.0 
In 2 months and 31 days
03/17/2025
0.00
If you would invest  0.00  in Polen Growth on December 17, 2024 and sell it all today you would earn a total of 0.00 from holding Polen Growth Fund or generate 0.0% return on investment in Polen Growth over 90 days. Polen Growth is related to or competes with Congress Mid, Wcm Focused, Polen Growth, Polen International, and Polen Global. The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advise... More

Polen Growth Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Polen Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Polen Growth Fund upside and downside potential and time the market with a certain degree of confidence.

Polen Growth Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polen Growth's standard deviation. In reality, there are many statistical measures that can use Polen Growth historical prices to predict the future Polen Growth's volatility.
Hype
Prediction
LowEstimatedHigh
43.1944.2945.39
Details
Intrinsic
Valuation
LowRealHigh
43.7244.8245.92
Details
Naive
Forecast
LowNextHigh
42.7543.8544.95
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
42.6845.6148.54
Details

Polen Growth Backtested Returns

Polen Growth maintains Sharpe Ratio (i.e., Efficiency) of -0.14, which implies the entity had a -0.14 % return per unit of risk over the last 3 months. Polen Growth exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Polen Growth's Coefficient Of Variation of (695.04), risk adjusted performance of (0.12), and Variance of 1.17 to confirm the risk estimate we provide. The fund holds a Beta of 0.87, which implies possible diversification benefits within a given portfolio. Polen Growth returns are very sensitive to returns on the market. As the market goes up or down, Polen Growth is expected to follow.

Auto-correlation

    
  -0.6  

Good reverse predictability

Polen Growth Fund has good reverse predictability. Overlapping area represents the amount of predictability between Polen Growth time series from 17th of December 2024 to 31st of January 2025 and 31st of January 2025 to 17th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Polen Growth price movement. The serial correlation of -0.6 indicates that roughly 60.0% of current Polen Growth price fluctuation can be explain by its past prices.
Correlation Coefficient-0.6
Spearman Rank Test-0.16
Residual Average0.0
Price Variance3.07

Polen Growth lagged returns against current returns

Autocorrelation, which is Polen Growth mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Polen Growth's mutual fund expected returns. We can calculate the autocorrelation of Polen Growth returns to help us make a trade decision. For example, suppose you find that Polen Growth has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Polen Growth regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Polen Growth mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Polen Growth mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Polen Growth mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Polen Growth Lagged Returns

When evaluating Polen Growth's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Polen Growth mutual fund have on its future price. Polen Growth autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Polen Growth autocorrelation shows the relationship between Polen Growth mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Polen Growth Fund.
   Regressed Prices   
       Timeline  

Also Currently Popular

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.

Other Information on Investing in Polen Mutual Fund

Polen Growth 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 Growth security.
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
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Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk