Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QFVIX (PEAR TREE POLARIS FOREIGN VALUE FUND INSTITUTIONAL SHARES) | 18.70% | 37.61% | 20.94% | 8.48% | 9.07% | 7.66% | 4.05% | … | … |
Data as of 06/04/2026, Common starting date is 12/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QFVIX (PEAR TREE POLARIS FOREIGN VALUE FUND INSTITUTIONAL SHARES) | 12/06/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.61 | 20.94 | 8.48 | 9.07 | 7.66 | 4.05 | … | … | 18.70 | 26.52 | -0.36 | 20.34 | -16.85 | 8.74 | 3.10 | 18.30 | -12.93 | 25.69 | 4.79 | -0.37 | -4.99 | 27.92 | 27.24 | -15.35 | 20.55 | 23.35 | -53.14 | -7.32 | 24.38 | 14.06 | 25.20 | 48.79 | 0.31 | -3.19 | -7.06 | 5.03 |
| Sharpe Ratio | NA | 2.54 | 1.35 | 0.43 | 0.45 | NA | NA | … | … | 2.70 | 1.57 | -0.60 | 1.29 | -0.95 | 0.67 | 0.09 | 1.46 | -1.16 | 3.21 | 0.24 | -0.03 | -0.47 | 2.35 | 1.78 | -0.65 | 0.91 | 0.65 | -1.53 | -0.59 | 1.29 | 1.13 | 1.89 | 3.68 | -0.04 | -0.31 | -0.84 | 8.66 |
| Standard Deviation(%) | NA | 14.56 | 13.76 | 14.85 | 16.74 | NA | NA | … | … | 19.26 | 15.03 | 11.51 | 12.62 | 19.34 | 12.99 | 31.99 | 11.54 | 12.30 | 7.84 | 19.46 | 14.61 | 10.63 | 11.86 | 15.44 | 23.59 | 22.57 | 35.67 | 35.30 | 17.61 | 16.40 | 10.55 | 12.86 | 13.08 | 18.56 | 18.03 | 13.28 | 10.99 |
| Draw Down(%) | NA | 10.97 | 14.78 | 33.79 | 45.07 | NA | NA | … | … | 10.97 | 12.75 | 11.14 | 10.85 | 32.76 | 11.18 | 43.10 | 12.21 | 19.94 | 3.35 | 14.56 | 16.55 | 14.98 | 9.50 | 13.95 | 27.77 | 18.97 | 32.22 | 60.39 | 19.80 | 18.00 | 10.51 | 10.60 | 12.83 | 28.67 | 29.50 | 19.01 | 1.29 |
| Yield(%) | 0.00 | 6.59 | 4.39 | 2.70 | 2.85 | 2.72 | 1.52 | … | … | 0.00 | 7.63 | 2.41 | 2.66 | 1.50 | 1.50 | 1.98 | 1.78 | 1.26 | 1.17 | 1.39 | 2.01 | 1.31 | 1.07 | 0.96 | 0.72 | 1.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.86 | 1.00 | 0.33 | 0.01 | 3.63 |
Data as of 06/04/2026, Common starting date is 12/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFVIX (PEAR TREE POLARIS FOREIGN VALUE FUND INSTITUTIONAL SHARES) |
-29.57%
Mar 2006 – Mar 2009 |
-12.45%
May 2007 – May 2012 |
-1.65%
Nov 2006 – Nov 2016 |
-1.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFVIX (PEAR TREE POLARIS FOREIGN VALUE FUND INSTITUTIONAL SHARES) |
37.32%
Mar 2003 – Mar 2006 |
25.07%
Oct 2002 – Oct 2007 |
12.74%
Mar 2009 – Mar 2019 |
9.99%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart