Summary
PCGG
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return -5.83% Volatility 19.72% Sharpe -0.69
Official loaded data — not a live quote.

Polen Capital Global Growth ETF

Symbol: PCGG

Exchange: NYSE

Sector: Technology

Category: Global Large-Stock Growth

Inception date: 29/08/2023

Latest date: 03/06/2026

Current price: $11.14

Expense ratio: 0.85%

Assets under management
$8.8M
-0.45% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

1.53%

Ann. -51.72% (Sharpe / Sortino numerator)

Volatility

21.07%

Sharpe ratio

-2.627

VaR 95%

-2.01%

CVaR 95%: -2.22%
Max drawdown: -9.89%
Sortino ratio: -4.286
Calmar ratio: -5.23

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.40%

Ann. -48.30% (Sharpe / Sortino numerator)

Volatility

18.73%

Sharpe ratio

-2.773

VaR 95%

-2.31%

CVaR 95%: -2.61%
Max drawdown: -19.86%
Sortino ratio: -3.811
Calmar ratio: -2.43

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-6.74%

Ann. -34.12% (Sharpe / Sortino numerator)

Volatility

16.52%

Sharpe ratio

-2.285

VaR 95%

-2.00%

CVaR 95%: -2.50%
Max drawdown: -22.66%
Sortino ratio: -3.013
Calmar ratio: -1.51

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-5.83%

Ann. -10.04% (Sharpe / Sortino numerator)

Volatility

19.72%

Sharpe ratio

-0.694

VaR 95%

-1.95%

CVaR 95%: -2.84%
Max drawdown: -22.66%
Sortino ratio: -0.967
Calmar ratio: -0.44

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.60%

Ann. -5.14% (Sharpe / Sortino numerator)

Volatility

17.34%

Sharpe ratio

-0.506

VaR 95%

-1.86%

CVaR 95%: -2.58%
Max drawdown: -22.66%
Sortino ratio: -0.685
Calmar ratio: -0.23

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.56%

Ann. 3.63% (Sharpe / Sortino numerator)

Volatility

16.79%

Sharpe ratio

0.002

VaR 95%

-1.81%

CVaR 95%: -2.46%
Max drawdown: -22.66%
Sortino ratio: 0.003
Calmar ratio: 0.16

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.019%

Best day

3.258%

08/04/2026
Worst day

-3.201%

03/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $11.19 $11.19 $11.14 $11.14 300
02/06/2026 $11.30 $11.30 $11.30 $11.30 200
01/06/2026 $11.32 $11.41 $11.32 $11.41 7,400
29/05/2026 $11.24 $11.26 $11.23 $11.26 500
28/05/2026 $11.11 $11.17 $11.11 $11.17 1,100
27/05/2026 $10.99 $11.06 $10.99 $11.05 1,700
26/05/2026 $11.01 $11.05 $11.01 $11.05 1,500
22/05/2026 $11.06 $11.06 $10.96 $10.97 3,700
21/05/2026 $10.85 $10.98 $10.85 $10.98 800
20/05/2026 $10.92 $10.94 $10.91 $10.94 1,000