Polen Small Fund Price History
PBSRX Fund | USD 15.85 0.13 0.83% |
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 15.85, as last reported on the 12th of December 2024, with the highest price reaching 15.85 and the lowest price hitting 15.85 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 0.2, which implies the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Polen Small, which you can use to evaluate the volatility of the fund. Please evaluate Polen Small's Semi Deviation of 0.6285, risk adjusted performance of 0.1721, and Coefficient Of Variation of 429.6 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 = 0.195
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Estimated Market Risk
1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Polen Small is performing at about 15% 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.
Polen Small Mutual Fund Price History Chart
There are several ways to analyze Polen Small Fund price data. The simplest method is using a basic Polen candlestick price chart, which shows Polen Small price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 16.17 |
Lowest Price | September 25, 2024 | 13.76 |
Polen Small December 12, 2024 Mutual Fund Price Synopsis
Various analyses of Polen Small's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Polen Mutual Fund. It can be used to describe the percentage change in the price of Polen Small from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Polen Mutual Fund.Polen Small Price Action Indicator | 0.06 | |
Polen Small Price Rate Of Daily Change | 1.01 |
Polen Small December 12, 2024 Mutual Fund Price Analysis
Polen Mutual Fund Price History Data
The price series of Polen Small for the period between Fri, Sep 13, 2024 and Thu, Dec 12, 2024 has a statistical range of 2.91 with a coefficient of variation of 5.9. The price distribution for the period has arithmetic mean of 14.65. The median price for the last 90 days is 14.32. The company had dividends distributed to its stock-holders on 12/05/2019.Open | High | Low | Close | Volume | ||
12/11/2024 | 15.85 | 15.85 | 15.85 | 15.85 | 1.00 | |
12/10/2024 | 15.72 | 15.72 | 15.72 | 15.72 | 1.00 | |
12/09/2024 | 15.91 | 15.91 | 15.91 | 15.91 | 1.00 | |
12/06/2024 | 16.05 | 16.05 | 16.05 | 16.05 | 1.00 | |
12/05/2024 | 15.90 | 15.90 | 15.90 | 15.90 | 1.00 | |
12/04/2024 | 16.09 | 16.09 | 16.09 | 16.09 | 1.00 | |
12/03/2024 | 15.95 | 15.95 | 15.95 | 15.95 | 1.00 | |
12/02/2024 | 15.94 | 15.94 | 15.94 | 15.94 | 1.00 | |
11/29/2024 | 15.96 | 15.96 | 15.96 | 15.96 | 1.00 | |
11/27/2024 | 15.95 | 15.95 | 15.95 | 15.95 | 1.00 | |
11/26/2024 | 16.12 | 16.12 | 16.12 | 16.12 | 1.00 | |
11/25/2024 | 16.17 | 16.17 | 16.17 | 16.17 | 1.00 | |
11/22/2024 | 15.82 | 15.82 | 15.82 | 15.82 | 1.00 | |
11/21/2024 | 15.60 | 15.60 | 15.60 | 15.60 | 1.00 | |
11/20/2024 | 15.27 | 15.27 | 15.27 | 15.27 | 1.00 | |
11/19/2024 | 15.10 | 15.10 | 15.10 | 15.10 | 1.00 | |
11/18/2024 | 14.99 | 14.99 | 14.99 | 14.99 | 1.00 | |
11/15/2024 | 14.98 | 14.98 | 14.98 | 14.98 | 1.00 | |
11/14/2024 | 15.26 | 15.26 | 15.26 | 15.26 | 1.00 | |
11/13/2024 | 15.46 | 15.46 | 15.46 | 15.46 | 1.00 | |
11/12/2024 | 15.65 | 15.65 | 15.65 | 15.65 | 1.00 | |
11/11/2024 | 15.75 | 15.75 | 15.75 | 15.75 | 1.00 | |
11/08/2024 | 15.46 | 15.46 | 15.46 | 15.46 | 1.00 | |
11/07/2024 | 15.44 | 15.44 | 15.44 | 15.44 | 1.00 | |
11/06/2024 | 15.22 | 15.22 | 15.22 | 15.22 | 1.00 | |
11/05/2024 | 14.46 | 14.46 | 14.46 | 14.46 | 1.00 | |
11/04/2024 | 14.14 | 14.14 | 14.14 | 14.14 | 1.00 | |
11/01/2024 | 14.06 | 14.06 | 14.06 | 14.06 | 1.00 | |
10/31/2024 | 14.02 | 14.02 | 14.02 | 14.02 | 1.00 | |
10/30/2024 | 14.21 | 14.21 | 14.21 | 14.21 | 1.00 | |
10/29/2024 | 14.37 | 14.37 | 14.37 | 14.37 | 1.00 | |
10/28/2024 | 14.35 | 14.35 | 14.35 | 14.35 | 1.00 | |
10/25/2024 | 14.19 | 14.19 | 14.19 | 14.19 | 1.00 | |
10/24/2024 | 14.22 | 14.22 | 14.22 | 14.22 | 1.00 | |
10/23/2024 | 14.11 | 14.11 | 14.11 | 14.11 | 1.00 | |
10/22/2024 | 14.27 | 14.27 | 14.27 | 14.27 | 1.00 | |
10/21/2024 | 14.46 | 14.46 | 14.46 | 14.46 | 1.00 | |
10/18/2024 | 14.52 | 14.52 | 14.52 | 14.52 | 1.00 | |
10/17/2024 | 14.49 | 14.49 | 14.49 | 14.49 | 1.00 | |
10/16/2024 | 14.48 | 14.48 | 14.48 | 14.48 | 1.00 | |
10/15/2024 | 14.32 | 14.32 | 14.32 | 14.32 | 1.00 | |
10/14/2024 | 14.32 | 14.32 | 14.32 | 14.32 | 1.00 | |
10/11/2024 | 14.15 | 14.15 | 14.15 | 14.15 | 1.00 | |
10/10/2024 | 13.93 | 13.93 | 13.93 | 13.93 | 1.00 | |
10/09/2024 | 14.03 | 14.03 | 14.03 | 14.03 | 1.00 | |
10/08/2024 | 13.92 | 13.92 | 13.92 | 13.92 | 1.00 | |
10/07/2024 | 13.77 | 13.77 | 13.77 | 13.77 | 1.00 | |
10/04/2024 | 13.88 | 13.88 | 13.88 | 13.88 | 1.00 | |
10/03/2024 | 13.78 | 13.78 | 13.78 | 13.78 | 1.00 | |
10/02/2024 | 13.87 | 13.87 | 13.87 | 13.87 | 1.00 | |
10/01/2024 | 13.88 | 13.88 | 13.88 | 13.88 | 1.00 | |
09/30/2024 | 14.06 | 14.06 | 14.06 | 14.06 | 1.00 | |
09/27/2024 | 14.03 | 14.03 | 14.03 | 14.03 | 1.00 | |
09/26/2024 | 13.98 | 13.98 | 13.98 | 13.98 | 1.00 | |
09/25/2024 | 13.76 | 13.76 | 13.76 | 13.76 | 1.00 | |
09/24/2024 | 13.95 | 13.95 | 13.95 | 13.95 | 1.00 | |
09/23/2024 | 13.92 | 13.92 | 13.92 | 13.92 | 1.00 | |
09/20/2024 | 13.86 | 13.86 | 13.86 | 13.86 | 1.00 | |
09/19/2024 | 13.97 | 13.97 | 13.97 | 13.97 | 1.00 | |
09/18/2024 | 13.85 | 13.85 | 13.85 | 13.85 | 1.00 | |
09/17/2024 | 13.85 | 13.85 | 13.85 | 13.85 | 1.00 |
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.
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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 | 0.1721 | |||
Jensen Alpha | 0.1137 | |||
Total Risk Alpha | 0.0786 | |||
Sortino Ratio | 0.1478 | |||
Treynor Ratio | 0.199 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
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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