Polen International Growth Fund Net Income
| POIRX Fund | USD 14.64 0.08 0.55% |
As of the 25th of February, Polen International holds the Risk Adjusted Performance of (0.0004), coefficient of variation of (18,117), and Variance of 1.53. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Polen International, as well as the relationship between them.
Polen International's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Polen International's valuation are provided below:Polen International Growth does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Polen |
Polen International '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 International'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 International.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Polen International on November 27, 2025 and sell it all today you would earn a total of 0.00 from holding Polen International Growth or generate 0.0% return on investment in Polen International over 90 days. Polen International is related to or competes with Polen International, BlackRock Long, Asia Opportunity, Emerging Markets, Greenspring Fund, Cboe Vest, and Cboe Vest. The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization compan... More
Polen International 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 International'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 International Growth upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 7.38 | |||
| Value At Risk | (2.43) | |||
| Potential Upside | 1.39 |
Polen International Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen International's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polen International's standard deviation. In reality, there are many statistical measures that can use Polen International historical prices to predict the future Polen International's volatility.| Risk Adjusted Performance | (0.0004) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.01) |
Polen International February 25, 2026 Technical Indicators
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| Math Transform | ||
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| Price Transform | ||
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| Volume Indicators |
| Risk Adjusted Performance | (0.0004) | |||
| Market Risk Adjusted Performance | (0) | |||
| Mean Deviation | 0.9196 | |||
| Coefficient Of Variation | (18,117) | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.53 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | (0.01) | |||
| Maximum Drawdown | 7.38 | |||
| Value At Risk | (2.43) | |||
| Potential Upside | 1.39 | |||
| Skewness | (0.79) | |||
| Kurtosis | 1.54 |
Polen International Backtested Returns
Polen International maintains Sharpe Ratio (i.e., Efficiency) of -0.0443, which implies the entity had a -0.0443 % return per unit of risk over the last 3 months. Polen International exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Polen International's Variance of 1.53, coefficient of variation of (18,117), and Risk Adjusted Performance of (0.0004) to confirm the risk estimate we provide. The fund holds a Beta of 1.15, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Polen International will likely underperform.
Auto-correlation | -0.52 |
Good reverse predictability
Polen International Growth has good reverse predictability. Overlapping area represents the amount of predictability between Polen International time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th of February 2026. 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 International price movement. The serial correlation of -0.52 indicates that about 52.0% of current Polen International price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.52 | |
| Spearman Rank Test | -0.41 | |
| Residual Average | 0.0 | |
| Price Variance | 0.23 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Polen International Growth reported net income of 0.0. This indicator is about the same for the Polen Capital average (which is currently at 0.0) family and about the same as Foreign Large Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Polen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen International's current stock value. Our valuation model uses many indicators to compare Polen International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen International competition to find correlations between indicators driving Polen International's intrinsic value. More Info.Polen International Growth is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds . 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 International's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Polen International
The fund consists of 93.8% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Polen International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Polen Fundamentals
| Total Asset | 1.54 M | ||||
| Year To Date Return | 2.69 % | ||||
| One Year Return | (11.57) % | ||||
| Three Year Return | 1.97 % | ||||
| Five Year Return | (3.45) % | ||||
| Net Asset | 102.66 M | ||||
| Cash Position Weight | 6.20 % | ||||
| Equity Positions Weight | 93.80 % |
About Polen International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Polen International Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen International Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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 International 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 International security.
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