Polen Focus Growth ETF (PCLG) Performance
PCLG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −8.3% since Dec 31, 2025
- 1 year
- −10.2% total return
- Since first price
- −9.3% since 2025
PCLG trailing returns vs SPY, QQQ, AGG
| Period | PCLG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.1% | +0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +8.1% | +8.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.6% | +2.6% | +7.8% | +8.4% | −1.5% |
| YTD | −8.3% | −8.3% | +12.3% | +15.1% | −1.0% |
| 1 year | −10.2% | −10.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionSep 30, 2025 | −9.3% | −9.3% | — | — | — |
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: PCLG vs SPY
From Sep 30, 2025: PCLG grew to $9,070, SPY to $11,531.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PCLG returns by calendar year
2026 is year to date.
PCLG annual returns table
| Year | PCLG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −8.3% | −21.4% | +12.3% | +15.1% | −1.0% |
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.
PCLG largest drawdowns
Now 12.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 28, 2025 | −23.8% | Mar 27, 2026 | not yet | 5 months | 12 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
PCLG risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −9.0% |
| Volatility (annualized) | 18.4% |
| Sharpe ratio | -0.62 |
| Sortino ratio | -0.82 |
| Best month | +8.7% |
| Worst month | −7.2% |
| Best 12 months | −9.0% |
| Worst 12 months | −9.0% |
| Positive months | 42% |
| 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.
PCLG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 2 | −11.4% | −10.2% | −9.0% | 0% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
PCLG performance overview
Polen Focus Growth ETF (PCLG) returned −10.2% over the past year, with distributions reinvested. Since its first recorded price on Sep 30, 2025 it has returned −9.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −23.8%, from Oct 28, 2025 to Mar 27, 2026; the fund has not yet regained that high. Volatility has been 18.4% a year.
Related: PCLG chart, PCLG holdings, PCLG dividends, PCLG valuation. See the PCLG overview for the latest quote and fund facts.
PCLG performance FAQ
What is the PCLG return over the past year?
PCLG returned −10.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 10.2%.
How much would $10,000 invested in PCLG be worth?
$10,000 invested in PCLG at its first recorded close on September 30, 2025 would be worth about $9,070 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of PCLG?
The largest peak-to-trough decline was −23.8% between October 28, 2025 and March 27, 2026. It has not yet recovered to that high; it is 12.3% below its peak.
How volatile is PCLG?
Over the past history PCLG had an annualized volatility of 18.4% and a Sharpe ratio of -0.62 (excess return over 1–3 month T-bills per unit of risk).