TipRanks
Go Ultimate55% OFF

Polen U.S. SMID Company Growth Fund Institutional Class (PBMIX) Performance

Explore the performance of Polen U.S. SMID Company Growth Fund Institutional Class compared to the S&P Index and the Equity category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.

Growth of $10,000

10,00020,00030,00040,00050,00020192020202120222023202420252026
  • 30,238.48SPY
  • 52,556.32PBMIX
  • 15,761.01Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%10.82%
PBMIX0.00%13.42%-45.16%28.12%1.50%560.02%0.00%