Performance analysis of PCFI (Polen Floating Rate Income ETF)
Annual Return
Since Mar 24, 2025, PCFI has had an average annual return of +2.03%, underperforming the benchmark SPY, which returned +23.41% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.05% | +1.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.81% | -2.05% | +0.52% | +2.18% | -1.68% | +0.96% | +0.38% | +1.05% | |||||
| 2025 | +0.07% | -1.35% | +2.39% | +1.23% | +0.55% | -0.02% | -0.56% | +0.23% | -1.80% | +0.95% | +1.63% |
Drawdown analysis of PCFI (Polen Floating Rate Income ETF)
The maximum drawdown for the PCFI was -4.01%, occurring on Mar 6, 2026. This drawdown has not yet recovered.
The current PCFI drawdown is -1.45%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.01% | Jul 25, 2025 | 154 | Mar 6, 2026 | Ongoing | Ongoing | Ongoing |
| -3.26% | Apr 9, 2025 | 1 | Apr 10, 2025 | 21 | May 12, 2025 | 22 |
| -2.97% | Mar 31, 2025 | 5 | Apr 7, 2025 | 2 | Apr 9, 2025 | 7 |
| -0.99% | May 29, 2025 | 13 | Jun 17, 2025 | 5 | Jun 25, 2025 | 18 |
| -0.38% | Jul 1, 2025 | 1 | Jul 2, 2025 | 2 | Jul 7, 2025 | 3 |
| -0.33% | Jul 7, 2025 | 2 | Jul 9, 2025 | 5 | Jul 16, 2025 | 7 |
| -0.29% | May 22, 2025 | 1 | May 23, 2025 | 3 | May 29, 2025 | 4 |
| -0.28% | Jul 16, 2025 | 1 | Jul 17, 2025 | 2 | Jul 21, 2025 | 3 |
| -0.20% | Mar 25, 2025 | 1 | Mar 26, 2025 | 3 | Mar 31, 2025 | 4 |
| -0.20% | May 20, 2025 | 1 | May 21, 2025 | 1 | May 22, 2025 | 2 |
| -0.08% | May 13, 2025 | 2 | May 15, 2025 | 1 | May 16, 2025 | 3 |