Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USBNX (PEAR TREE POLARIS SMALL CAP FUND ORDINARY SHARES) | 11.67% | 22.16% | 14.58% | 3.41% | 6.74% | 7.02% | 4.97% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USBNX (PEAR TREE POLARIS SMALL CAP FUND ORDINARY SHARES) | 06/21/1996 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 22.16 | 14.58 | 3.41 | 6.74 | 7.02 | 4.97 | … | … | 11.67 | 8.02 | 8.64 | 12.83 | -13.33 | 15.16 | -4.77 | 23.53 | -11.05 | 6.42 | 20.86 | -1.48 | -6.91 | 40.21 | 13.39 | -4.53 | 26.93 | 33.33 | -49.30 | 0.20 | 21.03 | 9.08 | 22.86 | 43.27 | -29.43 | -2.27 | 8.05 | 32.02 | 0.38 | 7.20 | 9.49 |
| Sharpe Ratio | NA | 1.32 | 0.65 | 0.05 | 0.24 | NA | NA | … | … | 1.98 | 0.26 | 0.28 | 0.53 | -0.65 | 0.74 | -0.11 | 1.41 | -0.83 | 0.48 | 1.23 | -0.10 | -0.39 | 2.83 | 0.85 | -0.15 | 1.25 | 1.10 | -1.18 | -0.17 | 1.21 | 0.47 | 1.39 | 2.40 | -1.36 | -0.21 | 0.12 | 1.42 | -0.13 | 0.19 | 0.87 |
| Standard Deviation(%) | NA | 14.73 | 17.55 | 19.17 | 21.96 | NA | NA | … | … | 13.60 | 19.61 | 17.98 | 17.35 | 22.95 | 20.42 | 45.09 | 15.63 | 15.07 | 11.93 | 16.82 | 15.77 | 17.53 | 14.18 | 15.83 | 30.35 | 21.48 | 30.18 | 42.34 | 17.32 | 14.57 | 14.39 | 15.75 | 17.72 | 22.54 | 22.90 | 33.22 | 20.17 | 23.00 | 18.46 | 17.43 |
| Draw Down(%) | NA | 9.39 | 21.56 | 27.67 | 46.96 | NA | NA | … | … | 9.39 | 18.41 | 9.82 | 14.62 | 19.69 | 15.41 | 46.25 | 12.14 | 23.72 | 6.57 | 14.90 | 16.45 | 18.32 | 5.04 | 11.12 | 26.04 | 17.94 | 25.02 | 59.56 | 14.26 | 12.43 | 11.21 | 12.05 | 14.03 | 34.13 | 23.98 | 28.26 | 14.45 | 38.28 | 23.37 | 13.21 |
| Yield(%) | 0.00 | 13.30 | 6.89 | 3.39 | 4.76 | 5.32 | 4.00 | … | … | 0.00 | 13.21 | 3.47 | 0.97 | 0.37 | 0.67 | 0.64 | 8.96 | 6.87 | 6.16 | 1.44 | 6.81 | 9.34 | 0.00 | 0.00 | 0.25 | 0.61 | 0.79 | 0.00 | 4.10 | 8.77 | 14.50 | 4.07 | 0.18 | 4.38 | 0.03 | 14.32 | 0.00 | 0.00 | 15.36 | 10.60 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBNX (PEAR TREE POLARIS SMALL CAP FUND ORDINARY SHARES) |
-21.58%
Feb 2006 – Feb 2009 |
-8.45%
Feb 2004 – Feb 2009 |
-0.24%
Aug 2000 – Aug 2010 |
2.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBNX (PEAR TREE POLARIS SMALL CAP FUND ORDINARY SHARES) |
29.99%
Feb 2003 – Feb 2006 |
24.42%
Feb 2009 – Feb 2014 |
13.93%
Feb 2009 – Feb 2019 |
10.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart