# Polen Growth Investor (POLRX)

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

**Price:** USD 30.76 (-0.77% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 31 · day 30.76–30.76 · 52w 26.78–48.81 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -11.4% vs S&P 500 +13.4%; 5Y -7.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -11.4% | -7.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -11.5% | -1.5% |
| Volatility (annualized) | 17.7% | 22.1% |
| Max drawdown | -24.0% (Oct 2025→Mar 2026) | -42.2% (Nov 2021→Oct 2022) |

## Peers
POLIX (Polen Growth Fund Institutional) USD 32.7 -0.00% · EGFFX (Edgewood Growth Fund Retail) USD 0.1 +3.07% · BIAWX (Brown Advisory Sustainable Grow) USD 49.08 -0.00% · SMVLX (Smead Value Fund Investor Class) USD 102.85 +0.00% · WCMRX (WCM Focused International Growt) USD 25.5 +0.00%

## More
Full page: https://nexqual.com/POLRX · 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