Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QFVOX (PEAR TREE POLARIS FOREIGN VALUE FUND ORDINARY SHARES) | 19.81% | 14.80% | 14.65% | 10.58% | 4.96% | 7.49% | 5.76% | 6.97% |
Data as of 07/02/2025, AR inception is 07/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QFVOX (PEAR TREE POLARIS FOREIGN VALUE FUND ORDINARY SHARES) | 07/09/1999 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 3.25 | 14.80 | 14.65 | 10.58 | 4.96 | 7.49 | 5.76 | 6.97 | 19.81 | -0.70 | 19.88 | -17.14 | 8.35 | 2.65 | 17.93 | -13.28 | 25.24 | 4.55 | -0.70 | -5.25 | 27.57 | 26.92 | -15.53 | 20.06 | 58.96 | -52.40 | -1.85 | 31.02 | 15.36 | 28.25 | 48.41 | 0.07 | -3.41 | -7.37 | 3.73 |
| Sharpe Ratio | NA | 0.72 | 0.62 | 0.58 | 0.19 | NA | NA | 0.29 | 2.29 | -0.38 | 1.29 | -0.96 | 0.64 | 0.07 | 1.43 | -1.19 | 3.14 | 0.22 | -0.05 | -0.49 | 2.32 | 1.76 | -0.66 | 0.89 | 1.97 | -1.50 | -0.30 | 1.78 | 1.21 | 2.17 | 3.61 | -0.06 | -0.33 | -0.87 | 0.44 |
| Standard Deviation(%) | NA | 14.85 | 14.33 | 15.22 | 16.88 | NA | NA | 18.14 | 16.74 | 11.50 | 12.66 | 19.34 | 12.97 | 31.95 | 11.53 | 12.33 | 7.85 | 19.43 | 14.58 | 10.65 | 11.85 | 15.44 | 23.55 | 22.51 | 29.87 | 35.60 | 16.94 | 15.61 | 10.82 | 12.57 | 13.21 | 18.55 | 17.97 | 13.31 | 9.80 |
| Draw Down(%) | NA | 14.91 | 17.72 | 34.09 | 45.52 | NA | NA | 66.77 | 12.76 | 11.18 | 10.95 | 32.90 | 11.31 | 43.17 | 12.32 | 20.24 | 3.35 | 14.54 | 16.66 | 15.04 | 9.56 | 14.01 | 27.84 | 19.10 | 23.64 | 60.45 | 14.95 | 18.04 | 10.61 | 10.69 | 12.86 | 28.71 | 29.59 | 19.30 | 7.14 |
| Yield(%) | 0.00 | 1.83 | 2.04 | 1.98 | 1.46 | 2.09 | 2.63 | 3.81 | 0.00 | 1.92 | 2.20 | 1.16 | 1.05 | 1.60 | 1.33 | 0.84 | 0.74 | 1.09 | 1.55 | 1.08 | 0.84 | 0.70 | 0.48 | 1.24 | 20.25 | 0.52 | 5.85 | 6.32 | 1.33 | 3.10 | 1.38 | 0.66 | 0.23 | 0.01 | 3.41 |
Data as of 07/02/2025, AR inception is 07/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFVOX (PEAR TREE POLARIS FOREIGN VALUE FUND ORDINARY SHARES) |
-21.71%
Feb 2006 - Feb 2009 |
-6.67%
May 2007 - May 2012 |
1.84%
Dec 2006 - Dec 2016 |
0.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QFVOX (PEAR TREE POLARIS FOREIGN VALUE FUND ORDINARY SHARES) |
38.84%
Mar 2003 - Mar 2006 |
27.13%
Oct 2002 - Oct 2007 |
13.70%
Feb 2009 - Feb 2019 |
10.69%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart