Pollen Street PLC

10-Year Study

POLN.LSE · Financial Services · GB · Common Stock

Executive Summary: Pollen Street PLC has compounded at 6.4% annually over the last 10 years, with a maximum drawdown of 41.5% and an annualized volatility of 36.6%.

1Y CAGR
+20.4%
3Y CAGR
+15.2%
5Y CAGR
+6.1%
10Y CAGR
+6.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
41.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.20
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.22
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
19.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2023 · +36.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -40.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-2.5-11.8-0.48.2————————-7.3%
20254.8-9.43.62.43.63.77.44.38.3-4.38.8-2.333.4%
2024-1.3-8.419.83.0-1.57.4-2.2-1.43.3-3.25.95.627.3%
20237.42.52.215.49.4-14.04.4-1.0-0.50.5-0.78.836.5%
20221.6-11.512.5-0.50.0-2.21.1-3.2-8.3-9.0-7.2-20.4-40.6%
20212.9-1.00.02.7-0.53.20.0-1.53.70.0-0.50.09.1%
2020-3.30.0-18.5-1.30.04.51.37.212.63.92.20.86.4%
20190.00.01.80.0-1.31.40.0-0.5-4.6-3.9-1.51.3-7.2%
2018-1.90.01.80.00.01.3-0.40.02.7-0.40.01.84.8%
20173.93.72.61.81.34.92.80.40.4-0.8-0.60.222.6%
2016———0.00.20.00.00.02.00.02.30.55.1%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 36.6%. The dominant macroeconomic risk driver is SHV.US, accounting for 40.7% of variance. Idiosyncratic stock-specific factors contribute 22.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110000
2016-05-0110020.83010025058
2016-06-0110020.83010025058
2016-07-0110020.83010025058
2016-08-0110020.83010025058
2016-09-0110218.761821374597
2016-10-0110218.761821374597
2016-11-0110457.05944550848
2016-12-0110513.723278770603
2017-01-0110925.825045465392
2017-02-0111332.775167540212
2017-03-0111632.805247184211
2017-04-0111843.354240069619
2017-05-0111999.400110143013
2017-06-0112591.298531632268
2017-07-0112941.056883310353
2017-08-0112994.866024243809
2017-09-0113049.582024932683
2017-10-0112940.150023554937
2017-11-0112858.079215689779
2017-12-0112886.385586975619
2018-01-0112635.894318055301
2018-02-0112635.894318055301
2018-03-0112862.547522325034
2018-04-0112862.547522325034
2018-05-0112862.547522325034
2018-06-0113035.585304529253
2018-07-0112977.906043794514
2018-08-0112977.906043794514
2018-09-0113330.246604118887
2018-10-0113271.524241787545
2018-11-0113271.524241787545
2018-12-0113510.649960862402
2019-01-0113510.649960862402
2019-02-0113510.649960862402
2019-03-0113754.08645694364
2019-04-0113754.08645694364
2019-05-0113571.509617077405
2019-06-0113757.420124495238
2019-07-0113757.420124495238
2019-08-0113695.449245763039
2019-09-0113065.418010192167
2019-10-0112560.473815063195
2019-11-0112371.121072376562
2019-12-0112532.203633016421
2020-01-0112113.387698085526
2020-02-0112116.221102626507
2020-03-019877.354668805663
2020-04-019745.655641508545
2020-05-019745.655641508545
2020-06-0110183.664645816982
2020-07-0110318.997498472068
2020-08-0111063.31860857059
2020-09-0112457.400475867207
2020-10-0112941.855175348572
2020-11-0113224.73794201164
2020-12-0113330.819245607638
2021-01-0113719.781187087934
2021-02-0113578.340868145784
2021-03-0113578.340868145784
2021-04-0113939.466898448101
2021-05-0113867.241692387635
2021-06-0114309.812669597142
2021-07-0114309.812669597142
2021-08-0114088.528245381773
2021-09-0114613.470188262807
2021-10-0114613.470188262807
2021-11-0114538.143351536519
2021-12-0114539.744193170494
2022-01-0114770.53574336635
2022-02-0113078.077857528928
2022-03-0114712.837323622696
2022-04-0114634.15978911466
2022-05-0114634.15978911466
2022-06-0114312.528991305855
2022-07-0114473.343325820873
2022-08-0114006.981117093688
2022-09-0112847.650328502496
2022-10-0111694.656914305373
2022-11-0110854.617395656313
2022-12-018643.180276268651
2023-01-019284.666470393264
2023-02-019521.003489281278
2023-03-019731.52055048516
2023-04-0111226.004139623192
2023-05-0112284.445716034961
2023-06-0110560.000800420818
2023-07-0111022.22253444311
2023-08-0110915.555816685752
2023-09-0110861.26982930813
2023-10-0110916.032663129914
2023-11-0110845.050663870305
2023-12-0111801.96652325084
2024-01-0111643.140468105677
2024-02-0110664.887859127639
2024-03-0112774.846094616976
2024-04-0113158.475445281976
2024-05-0112966.661834338862
2024-06-0113925.734146611972
2024-07-0113618.830240324221
2024-08-0113427.016629381107
2024-09-0113872.478488158345
2024-10-0113433.981993511907
2024-11-0114231.250089142612
2024-12-0115028.518184773315
2025-01-0115746.061386741836
2025-02-0114271.113600363084
2025-03-0114789.337117450472
2025-04-0115136.970947917509
2025-05-0115674.62170004698
2025-06-0116253.632494871239
2025-07-0117453.009869657002
2025-08-0118197.450191366566
2025-09-0119712.4913970728
2025-10-0118860.97988963985
2025-11-0120521.4273291341
2025-12-0120053.09600004598
2026-01-0119542.18909558621
2026-02-0117243.108025517246
2026-03-0117180.815701190986
2026-04-0118584.238649724142
Annual Return Matrix
YearAnnual Return
20170.22567288916533634
20180.048443713690961676
2019-0.07242037434766946
20200.06372507469374677
20210.09068647059791046
2022-0.40554798203888176
20230.3654657366866667
20240.27339101963777845
20250.3343362102301941
2026-0.07324840764331209
Total Factor Risk
0.3657082168944872
VTI.US Exposure
0.07377051430818883
VEA.US Exposure
0.037037199610644334
VWO.US Exposure
-0.004450892057082852
QQQ.US Exposure
0.04751248065896591
VTV.US Exposure
-0.005338956222753776
IJR.US Exposure
0.009847596170616304
QUAL.US Exposure
-0.004042407824339515
SHV.US Exposure
0.40689965054853555
TLT.US Exposure
-0.007880655628296748
LQD.US Exposure
0.08049480554135136
HYG.US Exposure
-0.0018854821047666907
GLD.US Exposure
0.014111415257858537
USO.US Exposure
0.0023002668923880567
VNQ.US Exposure
-0.003391275720749356
BTC-USD.CC Exposure
-0.00034611510093256236
CPER.US Exposure
-0.0014156137155431994
VIX.INDX Exposure
-0.005616813665047582
UUP.US Exposure
0.08893698818429527
TIP.US Exposure
0.05139313055579842
Idiosyncratic Exposure
0.22206416431086953
Value Score
46.6
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
82.8
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
36.6%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →8.5x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →6.90%
Market Cap$478.2M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$7
Avg Yield on Cost
0.07%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$6.60.07%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.8%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
9.4% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.01
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Pollen Street PLC a high-risk investment?

Pollen Street PLC (POLN.LSE) has an annualized volatility of 36.6% and experienced a maximum drawdown of 41.5% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of POLN.LSE?

Over the past 10 years, POLN.LSE has generated a Compound Annual Growth Rate (CAGR) of 6.4%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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