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QUSOX: PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES (MUTUAL FUND)
Basic Info 15.97 0.03(0.19%) March 28
Asset Class: | Foreign Small/Mid Value |
MyPlanIQ Rating: | (19%) |
Start Date: | 05/06/2008 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.04% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/06/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 1.7 | 18.0 | 4.0 | 7.9 | 5.6 | 12.2 | 6.4 | 20.8 | -17.4 | 22.8 | 6.4 | 20.2 | -19.1 | 33.1 | 2.5 | -1.5 | 6.5 | 24.9 | 27.1 | -20.0 | 20.7 | 82.5 | -48.4 |
Sharpe Ratio | NA | 0.0 | 0.98 | 0.1 | 0.37 | 0.33 | NA | 0.36 | 1.25 | -1.06 | 1.79 | 0.26 | 1.88 | -1.76 | 4.54 | 0.15 | -0.14 | 0.83 | 2.81 | 2.46 | -1.15 | 1.37 | 3.88 | -2.15 |
Draw Down(%) | NA | 4.6 | 12.5 | 30.3 | 38.5 | 43.3 | NA | 58.3 | 12.5 | 30.3 | 8.7 | 38.5 | 10.1 | 25.7 | 3.5 | 11.6 | 16.9 | 11.7 | 8.0 | 11.1 | 25.8 | 16.5 | 19.4 | 54.6 |
Standard Deviation(%) | NA | 11.9 | 13.1 | 14.8 | 16.3 | 13.9 | NA | 15.4 | 13.3 | 17.8 | 12.7 | 23.7 | 10.0 | 11.6 | 7.2 | 15.0 | 11.1 | 7.8 | 8.9 | 11.1 | 17.5 | 15.1 | 21.2 | 29.8 |
Treynor Ratio | NA | 0.0 | 0.16 | 0.02 | 0.09 | 0.08 | NA | 0.1 | 0.22 | -0.29 | 0.4 | 0.1 | 0.29 | -0.41 | 0.6 | 0.03 | -0.03 | 0.16 | 0.59 | 0.52 | -0.4 | 0.36 | 1.27 | -1.14 |
Alpha | NA | -0.04 | 0.01 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.02 | -0.05 | 0.05 | 0.02 | 0.02 | -0.03 | 0.06 | -0.01 | -0.02 | 0.03 | 0.04 | 0.05 | -0.05 | 0.04 | 0.15 | -0.22 |
Beta | NA | 0.77 | 0.79 | 0.67 | 0.63 | 0.61 | NA | 0.59 | 0.75 | 0.65 | 0.56 | 0.61 | 0.66 | 0.5 | 0.54 | 0.65 | 0.61 | 0.41 | 0.42 | 0.52 | 0.5 | 0.57 | 0.65 | 0.56 |
RSquared | NA | 0.52 | 0.58 | 0.55 | 0.57 | 0.55 | NA | 0.54 | 0.59 | 0.61 | 0.37 | 0.62 | 0.54 | 0.34 | 0.37 | 0.63 | 0.59 | 0.42 | 0.35 | 0.61 | 0.57 | 0.6 | 0.58 | 0.47 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2008
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