OTC Markets OTCPK - Delayed Quote • USD
Polen Capital EM ex CHN Gr Ins USD Acc (0P0001QCSN)
At close: September 11 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.18% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (Sep 10, 2024) | 11.66% |
| Worst 1Y Total Return (Sep 10, 2024) | -- |
| Best 3Y Total Return | 11.66% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001QCSN
Category
- YTD
- 5.45%
- 0.00%
- 1-Month
- 2.65%
- 0.00%
- 3-Month
- 9.53%
- 0.00%
- 1-Year
- 10.68%
- 0.00%
- 3-Year
- 0.00%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001QCSN
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -1.63% | 1.48% | -- | -- |
| 2023 | 6.90% | 0.19% | -5.49% | 10.32% |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 21 |
| 3-Month | 2 |
| 1-Year | 73 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 10.68% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 3.18% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Polen Capital Management, LLC |
| Net Assets | 1.74M |
| YTD Return | 5.45% |
| Yield | 0.00% |
| Morningstar Rating | -- |
| Inception Date | Nov 30, 2022 |
Fund Summary
Fund Summary Information Not Available
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