# Polen 5Perspectives Small Growth Instl (PBSIX)

> Source: Nexqual · https://nexqual.com/PBSIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Polen 5Perspectives Small Growth Instl (PBSIX), nexqual.com/PBSIX" · informational, not investment advice.

**Price:** USD 17.64 (+0.17% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.61 · day 17.64–17.64 · 52w 16.13–22.93 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -1.6% vs S&P 500 +13.4%; 5Y -18.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -1.6% | -18.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -1.6% | -4.1% |
| Volatility (annualized) | 32.1% | 27.2% |
| Max drawdown | -24.1% (Jun 2026→Oct 2026) | -51.9% (Nov 2021→Oct 2022) |

## Peers
POLIX (Polen Growth Fund Institutional) USD 32.7 -0.00% · PGIIX (Polen Capital Global Growth Fun) USD 20.91 +0.00% · PSIAX (PGIM QMA Stock Index Fund Class) USD 52.73 +0.00% · POIIX (Polen International Growth Fund) USD 14.44 +0.00% · PBQAX (PGIM Jennison Blend Fund Class ) USD 27.44 -0.00%

## More
Full page: https://nexqual.com/PBSIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt