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QFFRX: Pear Tree Axiom Emerging Markets World Equity Fund R6 Shares (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/05/2019 |
Last Dividend Date: | 10/25/2023 |
12-Mo. Yield | 2.16% |
Expenses | 1.00% |
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Performance Analytics (As of 11/06/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 3.5 | -10.0 | 0.6 | -0.3 | -30.6 | -1.7 | 32.3 | 14.2 |
Sharpe Ratio | NA | -0.05 | -0.73 | -0.04 | -0.37 | -1.76 | -0.11 | 1.18 | 1.24 |
Draw Down(%) | NA | 11.9 | 44.8 | 44.8 | 11.9 | 36.5 | 17.1 | 33.1 | 8.8 |
Standard Deviation(%) | NA | 13.6 | 16.1 | 18.3 | 12.8 | 18.2 | 16.3 | 26.9 | 11.6 |
Treynor Ratio | NA | -0.02 | -0.31 | -0.02 | -0.11 | -1.05 | -0.03 | 0.57 | 0.25 |
Alpha | NA | -0.01 | -0.05 | -0.02 | -0.04 | -0.12 | -0.05 | 0.07 | 0.01 |
Beta | NA | 0.33 | 0.37 | 0.48 | 0.42 | 0.31 | 0.53 | 0.56 | 0.57 |
RSquared | NA | 0.15 | 0.18 | 0.34 | 0.21 | 0.18 | 0.2 | 0.53 | 0.35 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/2019
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