Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUSRX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND R6 SHARES) | 3.11% | 10.27% | 12.84% | 12.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUSRX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND R6 SHARES) | 02/28/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.66 | 10.27 | 12.84 | 12.35 | NA | NA | NA | … | … | 3.11 | 26.61 | -2.02 | 73.29 | -17.18 | 15.70 | 6.77 | 20.77 | -18.81 | 24.97 |
| Sharpe Ratio | NA | 0.90 | 0.77 | 0.47 | NA | NA | NA | … | … | 0.63 | 1.67 | -0.44 | 1.81 | -1.06 | 1.42 | 0.27 | 1.93 | -1.74 | 4.12 |
| Standard Deviation(%) | NA | 12.46 | 13.94 | 21.73 | NA | NA | NA | … | … | 15.57 | 14.26 | 12.86 | 38.91 | 17.68 | 11.02 | 24.20 | 9.99 | 11.62 | 7.20 |
| Draw Down(%) | NA | 12.10 | 14.38 | 32.13 | NA | NA | NA | … | … | 12.10 | 11.91 | 11.30 | 12.42 | 30.05 | 8.70 | 38.42 | 9.92 | 25.43 | 3.48 |
| Yield(%) | 0.00 | 3.05 | 4.10 | 4.39 | 4.88 | 3.25 | 2.44 | … | … | 0.00 | 3.63 | 4.49 | 5.87 | 5.20 | 3.77 | 5.37 | 4.67 | 5.14 | 4.76 |
Data as of 06/05/2026, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSRX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND R6 SHARES) |
-6.36%
Mar 2017 – Mar 2020 |
-2.02%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSRX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND R6 SHARES) |
35.46%
Sep 2022 – Sep 2025 |
21.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart