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Polen Opportunistic High Yield Fund - Investor Class DDJRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | DDJRX | Replication |
|---|---|---|
| Annualized growth | 2.4% | 4.8% |
| Annualized volatility | 4.3% | 3.9% |
| Sharpe ratio | 0.59 | 1.24 |
| Maximum drawdown | 12.7% | 8.9% |
| Replication fit (R²) | 0.82 · Tracking error 1.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model DDJRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| BKLN | FI · Senior Bank Loans | 54.0% |
| SPHY | FI · High Yield | 42.3% |
| WTMF | Alternatives · Mgt Futures | 3.8% |