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PBSRX Current & History Performance

Explore the performance of Polen U.S Small Company Growth Fund- Investor 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
  • 30,967.11SPY
  • 16,410.26PBSRX
  • 29,007.43Equity

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%13.49%
PBSRX4.79%49.35%12.18%-42.51%21.43%3.52%11.75%16.72%