Polen ETFs: record by period

Polen’s 1-Year Record

1Y

2 of 3 Made Money1 lostPolen typical +0.3% · All ETFs +7.8%

Made money · 2

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%2BestPCFI+1.5%

Lost money · 1

0–5%0

5–10%0

More than 10%1WorstPCLG−12.1%

Polen ETFs · past-year returns · 3 funds with a full year · as of Nov 5, 2026

Polen’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash2 funds · $35.2M+2.2%+1.5%$200K

Income1 fund · $6.0M−0.5%+0.3%$21K

US stocks3 funds · $98.5M−8.7%−12.1%−$12.9M

Polen ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

Polen’s Best ETFs

YTD

+2.2%PCFI, Floating Rate Income, led Polen

1PCFIFloating Rate Income+2.2%

Polen ETFs · year-to-date returns · as of Nov 5, 2026

Polen’s Worst ETFs

YTD

−8.7%PCLG, Focus Growth

1PCLGFocus Growth−8.7%

2PCHIHigh Income−0.5%

Polen ETFs · year-to-date returns · as of Nov 5, 2026

Polen’s ETF Returns

YTD

1–2up · down this year
of 3 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 3 are 2026 launches.

Typical−0.5%

BestPCFI +2.2%

WorstPCLG −8.7%

Polen ETFs · year-to-date returns · as of Nov 5, 2026

Top 3 Polen ETFs

1Y

PCFI+1.5%

PCHI+0.3%

PCLG−12.1%

Best first · dashed line = Polen typical +0.3%

Polen ETFs · past-year returns · as of Nov 5, 2026

Polen’s Money Made

1Y

−$12.7Mmade by the 3 largest

Polen ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

Polen’s Best and Worst ETFs

1Y

Best 3 of 3

PCFIFloating Rate Income+1.5%

PCHIHigh Income+0.3%

PCLGFocus Growth−12.1%

End-of-day Nov 5, 2026 · funds with a full year

Polen’s Record by Bucket

1Y

US stocks0 of 1

Bonds & cash1 of 1

Income1 of 1

Polen ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.67Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$440B

3SPDR$237B

4Invesco$102B

5Schwab$93.3B

End-of-day Nov 5, 2026

Polen’s Losing ETFs

1Y

1fund lost money1 US stock fund

FundCategoryPast year1Y ▲Assets

PCLGFocus GrowthUS stocks−12.1%$93.4M

Polen ETFs · past-year returns · as of Nov 5, 2026 · worst first

Polen’s Newest ETFs

1Y

3funds not in the record yet

First 1Y onFunds

May 6, 2027PCEB

May 18, 2027PCLC PCSG

A fund joins Win % and typical return once it has a full year of prices.

Polen ETFs · launched in the past year · as of Nov 5, 2026

PPolen

Record

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