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PBSIX Current & History Performance

Explore the performance of Polen U.S Small 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

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 31,173.58SPY
  • 19,616.90PBSIX
  • 29,005.14Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%15.09%28.79%-19.95%24.81%24.00%16.64%14.04%
PBSIX20.63%48.87%14.18%-42.40%21.72%5.21%12.05%16.92%