Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGVFX (POLARIS GLOBAL VALUE FUND POLARIS GLOBAL VALUE FUND) | 16.26% | 33.09% | 19.90% | 8.11% | 10.20% | 9.95% | 7.62% | … | … |
Data as of 06/10/2026, Common starting date is 06/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGVFX (POLARIS GLOBAL VALUE FUND POLARIS GLOBAL VALUE FUND) | 06/12/1998 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.74 | 33.09 | 19.90 | 8.11 | 10.20 | 9.95 | 7.62 | … | … | 16.26 | 23.17 | -0.16 | 14.76 | -13.67 | 12.53 | 6.25 | 22.79 | -12.66 | 20.60 | 11.67 | 1.55 | 3.68 | 36.94 | 21.00 | -8.16 | 20.64 | 35.46 | -46.19 | -3.97 | 24.57 | 10.52 | 23.63 | 47.06 | 3.82 | 2.22 | -5.81 | 16.50 | -12.96 |
| Sharpe Ratio | NA | 2.80 | 1.48 | 0.41 | 0.53 | NA | NA | … | … | 3.00 | 1.67 | -0.57 | 0.90 | -0.80 | 0.97 | 0.18 | 1.94 | -1.18 | 2.78 | 0.73 | 0.12 | 0.37 | 3.57 | 1.45 | -0.35 | 1.04 | 1.22 | -1.48 | -0.47 | 1.79 | 1.00 | 2.51 | 3.88 | 0.16 | -0.01 | -0.78 | 1.36 | -1.30 |
| Standard Deviation(%) | NA | 11.88 | 12.04 | 13.85 | 16.07 | NA | NA | … | … | 14.55 | 12.40 | 11.75 | 11.79 | 18.96 | 12.89 | 33.02 | 11.03 | 11.84 | 7.21 | 15.74 | 12.81 | 9.91 | 10.33 | 14.60 | 23.52 | 19.77 | 28.87 | 31.68 | 14.94 | 11.95 | 8.39 | 9.04 | 11.94 | 16.50 | 16.55 | 12.74 | 9.76 | 19.41 |
| Draw Down(%) | NA | 8.76 | 12.53 | 28.74 | 41.27 | NA | NA | … | … | 8.76 | 11.76 | 11.51 | 10.50 | 27.58 | 9.49 | 41.20 | 8.86 | 20.35 | 3.14 | 11.20 | 13.20 | 10.97 | 6.03 | 12.75 | 24.65 | 15.91 | 30.35 | 54.66 | 14.38 | 13.61 | 7.81 | 7.92 | 13.37 | 27.74 | 25.60 | 15.88 | 8.71 | 28.59 |
| Yield(%) | 0.00 | 5.62 | 4.92 | 3.00 | 3.76 | 4.21 | 3.55 | … | … | 0.00 | 6.24 | 5.65 | 1.90 | 1.32 | 1.71 | 1.24 | 4.38 | 2.85 | 1.77 | 1.49 | 1.28 | 1.46 | 1.39 | 1.24 | 0.97 | 1.26 | 0.01 | 3.94 | 8.76 | 1.21 | 1.07 | 0.70 | 1.97 | 0.20 | 1.22 | 5.05 | 7.83 | 0.39 |
Data as of 06/10/2026, Common starting date is 06/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGVFX (POLARIS GLOBAL VALUE FUND POLARIS GLOBAL VALUE FUND) |
-21.89%
Feb 2006 – Feb 2009 |
-8.16%
Feb 2004 – Feb 2009 |
2.20%
Feb 1999 – Feb 2009 |
3.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGVFX (POLARIS GLOBAL VALUE FUND POLARIS GLOBAL VALUE FUND) |
32.95%
Mar 2003 – Mar 2006 |
26.95%
Feb 2009 – Feb 2014 |
15.83%
Feb 2009 – Feb 2019 |
12.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart