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QUSIX: Pear Tree Polaris Fgn Val Sm Cap Instl (MUTUAL FUND)
Basic Info 14.21 0.02(0.14%) March 31
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.43% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.7 | 7.2 | -1.6 | 18.3 | 2.8 | 6.7 | 6.0 | -12.9 | 15.6 | 6.7 | 20.7 | -18.8 | 33.4 | 2.8 | -1.3 | 6.9 | 25.2 | 27.5 | -19.9 | 21.0 | 82.7 | -48.4 |
| SR | NA | 0.72 | -0.39 | 1.14 | 0.07 | 0.42 | 0.34 | -0.76 | 1.41 | 0.27 | 1.93 | -1.73 | 4.56 | 0.17 | -0.12 | 0.87 | 2.83 | 2.49 | -1.14 | 1.38 | 3.9 | -2.15 |
| DD(%) | NA | 6.3 | 25.8 | 32.2 | 40.0 | 42.8 | 58.3 | 30.1 | 8.8 | 38.4 | 10.0 | 25.4 | 3.5 | 11.6 | 16.9 | 11.6 | 7.9 | 11.1 | 25.7 | 16.5 | 19.4 | 54.6 |
| SD(%) | NA | 13.4 | 17.8 | 16.5 | 16.0 | 13.6 | 15.5 | 18.8 | 11.0 | 23.6 | 10.0 | 11.6 | 7.2 | 15.0 | 11.2 | 7.8 | 8.9 | 11.2 | 17.4 | 15.1 | 21.2 | 29.8 |
| TR | NA | 0.14 | -0.11 | 0.29 | 0.02 | 0.1 | 0.09 | -0.22 | 0.28 | 0.11 | 0.29 | -0.41 | 0.61 | 0.04 | -0.02 | 0.17 | 0.59 | 0.53 | -0.4 | 0.37 | 1.27 | -1.13 |
| Alpha(%) | NA | 0.02 | -0.01 | 0.02 | 0.01 | 0.01 | 0.01 | -0.03 | 0.02 | 0.02 | 0.02 | -0.03 | 0.06 | -0.01 | -0.01 | 0.03 | 0.04 | 0.05 | -0.05 | 0.04 | 0.15 | -0.22 |
| Beta(%) | NA | 0.68 | 0.63 | 0.64 | 0.61 | 0.59 | 0.58 | 0.66 | 0.56 | 0.61 | 0.66 | 0.5 | 0.54 | 0.65 | 0.61 | 0.41 | 0.42 | 0.53 | 0.5 | 0.57 | 0.65 | 0.57 |
| RS | NA | 0.56 | 0.54 | 0.57 | 0.56 | 0.54 | 0.54 | 0.56 | 0.5 | 0.62 | 0.55 | 0.33 | 0.36 | 0.62 | 0.59 | 0.42 | 0.35 | 0.61 | 0.57 | 0.6 | 0.58 | 0.48 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2008
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See Foreign Small/Mid Value Asset Class Trend Rankings |
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