Polen High Income ETF (PCHI) Performance
PCHI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.2% since Dec 31, 2025
- 1 year
- −0.2% total return
- Since first price
- +3.9% since 2025
PCHI trailing returns vs AGG, TLT, SPY
| Period | PCHI total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.4% | −2.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.7% | −3.2% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.2% | −5.5% | −1.5% | −3.8% | +7.8% |
| YTD | −1.2% | −6.4% | −1.0% | −3.4% | +12.3% |
| 1 year | −0.2% | −7.4% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 25, 2025 | +3.9% | −6.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: PCHI vs AGG
From Mar 25, 2025: PCHI grew to $10,388, AGG to $10,382.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PCHI returns by calendar year
2026 is year to date.
PCHI annual returns table
| Year | PCHI | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.2% | −6.4% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
PCHI largest drawdowns
Now 4.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 6, 2026 | −6.4% | Jun 26, 2026 | Jul 1, 2026 | 51 days | 56 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
PCHI risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +2.7% |
| Volatility (annualized) | 4.0% |
| Sharpe ratio | -0.26 |
| Sortino ratio | -0.34 |
| Best month | +2.5% |
| Worst month | −2.4% |
| Best 12 months | +6.5% |
| Worst 12 months | −0.5% |
| Positive months | 50% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
PCHI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | −0.5% | +3.0% | +6.5% | 75% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
PCHI performance overview
Polen High Income ETF (PCHI) returned −0.2% over the past year, with distributions reinvested. Since its first recorded price on Mar 25, 2025 it has returned +3.9%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −6.4%, from May 6, 2026 to Jun 26, 2026, and it took 5 days to get back to the old high. Volatility has been 4.0% a year.
Related: PCHI chart, PCHI dividends, PCHI bond profile. See the PCHI overview for the latest quote and fund facts.
PCHI performance FAQ
What is the PCHI return over the past year?
PCHI returned −0.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 7.4%.
How much would $10,000 invested in PCHI be worth?
$10,000 invested in PCHI at its first recorded close on March 25, 2025 would be worth about $10,388 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of PCHI?
The largest peak-to-trough decline was −6.4% between May 6, 2026 and June 26, 2026. It recovered to the old high on July 1, 2026, 5 days after the bottom.
How volatile is PCHI?
Over the past history PCHI had an annualized volatility of 4.0% and a Sharpe ratio of -0.26 (excess return over 1–3 month T-bills per unit of risk).