Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUSIX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND INSTITUTIONAL SHARES) | 3.94% | 12.38% | 13.07% | 4.59% | 7.60% | 7.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUSIX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND INSTITUTIONAL SHARES) | 05/06/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 12.38 | 13.07 | 4.59 | 7.60 | 7.01 | NA | … | … | 3.94 | 22.77 | -1.98 | 21.29 | -17.13 | 14.17 | 6.67 | 20.71 | -18.77 | 33.44 | 2.76 | -1.27 | 6.85 | 25.20 | 27.53 | -19.85 | 21.01 | 82.70 | -48.43 |
| Sharpe Ratio | NA | 0.89 | 0.77 | 0.16 | 0.43 | NA | NA | … | … | 0.63 | 1.34 | -0.66 | 1.29 | -1.05 | 1.27 | 0.27 | 1.93 | -1.74 | 4.56 | 0.17 | -0.12 | 0.87 | 2.83 | 2.49 | -1.14 | 1.38 | 3.90 | -2.15 |
| Standard Deviation(%) | NA | 12.47 | 13.95 | 14.35 | 14.50 | NA | NA | … | … | 15.50 | 14.78 | 12.91 | 13.33 | 17.65 | 11.12 | 24.16 | 10.01 | 11.60 | 7.23 | 14.96 | 11.15 | 7.82 | 8.89 | 11.15 | 17.45 | 15.12 | 21.16 | 29.79 |
| Draw Down(%) | NA | 12.09 | 14.34 | 33.03 | 42.84 | NA | NA | … | … | 12.09 | 11.87 | 11.33 | 12.43 | 30.11 | 9.89 | 38.42 | 9.99 | 25.43 | 3.49 | 11.62 | 16.85 | 11.60 | 7.94 | 11.09 | 25.70 | 16.48 | 19.38 | 54.63 |
| Yield(%) | 0.00 | 3.07 | 3.28 | 2.58 | 3.71 | 3.78 | 3.44 | … | … | 0.00 | 3.60 | 3.15 | 2.92 | 3.89 | 1.40 | 3.98 | 3.48 | 3.91 | 3.90 | 2.12 | 2.12 | 1.54 | 1.56 | 2.26 | 9.96 | 4.68 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSIX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND INSTITUTIONAL SHARES) |
-6.41%
Mar 2017 – Mar 2020 |
-2.55%
Mar 2015 – Mar 2020 |
3.60%
Mar 2010 – Mar 2020 |
6.24%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSIX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND INSTITUTIONAL SHARES) |
31.74%
Feb 2009 – Feb 2012 |
27.61%
Feb 2009 – Feb 2014 |
15.10%
Feb 2009 – Feb 2019 |
11.98%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart