OTC Markets OTCPK - Delayed Quote USD

Polen Capital EM ex CHN Gr Ins USD Acc (0P0001QCSN)

11.55 -0.05 (-0.43%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.90%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (Aug 22, 2024) 11.66%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 11.66%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001QCSN
Category
YTD
2.72%
0.00%
1-Month
2.91%
0.00%
3-Month
5.80%
0.00%
1-Year
3.29%
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
2024
--
--
2023
11.66%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.63% 1.48% -- --
2023 6.90% 0.19% -5.49% 10.32%

Rank in Category (By Total Return)

YTD 84
1-Month 1
3-Month 9
1-Year 64
3-Year --
5-Year --

Load Adjusted Returns

1-Year 3.29%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 4.90%
5y Average Return 0.00%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Polen Capital Management, LLC
Net Assets 1.7M
YTD Return 2.72%
Yield 0.00%
Morningstar Rating --
Inception Date Nov 30, 2022

Fund Summary

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