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QISIX: Pear Tree Polaris International Opportunities Fund Institutional Shares (MUTUAL FUND)
Basic Info 11.84 0.12(1.02%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (30%) |
Start Date: | 02/08/2019 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.63% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 05/28/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | -4.7 | 0.8 | -2.3 | 4.4 | 5.0 | 14.9 | -19.2 | 13.4 | 13.7 | 20.0 |
Sharpe Ratio | NA | -2.13 | -0.46 | -0.37 | 0.15 | 0.26 | 0.81 | -1.08 | 1.22 | 0.53 | 2.15 |
Draw Down(%) | NA | 6.4 | 16.0 | 32.1 | 41.1 | 41.1 | 16.0 | 32.1 | 5.3 | 41.1 | 7.3 |
Standard Deviation(%) | NA | 10.9 | 12.6 | 14.9 | 16.7 | 16.5 | 13.2 | 19.1 | 11.0 | 25.1 | 9.9 |
Treynor Ratio | NA | -0.53 | -0.11 | -0.13 | 0.06 | 0.1 | 0.23 | -0.48 | 0.39 | 0.31 | 0.58 |
Alpha | NA | -0.11 | -0.05 | -0.03 | -0.01 | 0.0 | 0.0 | -0.05 | 0.02 | 0.02 | 0.05 |
Beta | NA | 0.44 | 0.53 | 0.44 | 0.43 | 0.43 | 0.47 | 0.43 | 0.35 | 0.44 | 0.37 |
RSquared | NA | 0.22 | 0.26 | 0.28 | 0.31 | 0.31 | 0.23 | 0.31 | 0.19 | 0.37 | 0.2 |
Yield(%) | N/A | 0.0 | 0.2 | 4.2 | 3.5 | N/A | 0.2 | 1.3 | 11.9 | 0.8 | 0.4 |
Dividend Growth(%) | N/A | -100.0 | -88.9 | N/A | N/A | N/A | -88.9 | -88.9 | 1700.0 | 125.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/2019
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