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QFVRX: PEAR TREE POLARIS FOREIGN VALUE FUND R6 SHARES (MUTUAL FUND)
Basic Info 11.56 0.08(0.70%) May 07
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 02/28/2017 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 4.94% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 3.8 | 13.6 | 0.4 | 4.3 | 3.2 | 20.4 | -16.8 | 8.8 | 3.1 | 18.5 | -12.9 | 19.3 |
Sharpe Ratio | NA | 0.4 | 0.83 | -0.14 | 0.12 | 0.21 | 1.29 | -0.95 | 0.68 | 0.09 | 1.49 | -1.16 | 2.94 |
Draw Down(%) | NA | 4.8 | 10.8 | 33.7 | 43.1 | 44.9 | 10.8 | 32.7 | 11.1 | 43.1 | 12.2 | 19.9 | 3.3 |
Standard Deviation(%) | NA | 9.7 | 11.7 | 15.0 | 19.0 | 16.9 | 12.6 | 19.3 | 13.0 | 31.3 | 11.5 | 12.3 | 7.7 |
Treynor Ratio | NA | 0.11 | 0.19 | -0.05 | 0.04 | 0.07 | 0.32 | -0.41 | 0.2 | 0.05 | 0.28 | -0.38 | 0.42 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.04 | -0.01 | -0.03 | 0.0 | -0.05 | 0.05 |
Beta | NA | 0.34 | 0.52 | 0.46 | 0.54 | 0.53 | 0.5 | 0.45 | 0.45 | 0.61 | 0.61 | 0.37 | 0.54 |
RSquared | NA | 0.18 | 0.29 | 0.3 | 0.39 | 0.37 | 0.29 | 0.33 | 0.22 | 0.47 | 0.45 | 0.26 | 0.25 |
Yield(%) | N/A | 0.0 | 4.9 | 3.2 | 3.7 | N/A | 5.4 | 3.1 | 3.0 | 3.8 | 3.4 | 2.4 | 2.2 |
Dividend Growth(%) | N/A | -100.0 | 43.2 | N/A | N/A | N/A | 43.2 | 8.8 | -22.7 | 29.4 | 17.2 | 31.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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