Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USBOX (PEAR TREE QUALITY FUND ORDINARY SHARES) | 4.43% | 18.42% | 16.51% | 6.47% | 11.37% | 11.41% | 8.05% | … | … |
Data as of 06/03/2026, Common starting date is 04/16/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USBOX (PEAR TREE QUALITY FUND ORDINARY SHARES) | 04/16/1986 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 18.42 | 16.51 | 6.47 | 11.37 | 11.41 | 8.05 | … | … | 4.43 | 15.77 | 17.99 | 29.20 | -26.30 | 15.78 | 10.22 | 31.18 | -1.97 | 28.49 | 7.85 | 2.59 | 10.91 | 24.54 | 10.85 | 12.77 | 7.10 | 20.75 | -41.52 | -2.07 | 16.38 | 10.56 | 8.63 | 18.24 | -24.19 | -18.13 | -16.71 | 40.92 | 29.73 | 36.61 | 18.72 | 13.44 | -11.76 | -10.76 | 1.62 | 18.08 | -4.00 | 25.85 | 16.97 | -20.21 | 2.38 |
| Sharpe Ratio | NA | 1.41 | 1.05 | 0.24 | 0.56 | NA | NA | … | … | 0.80 | 0.83 | 1.24 | 2.03 | -1.08 | 1.03 | 0.30 | 2.45 | -0.20 | 4.05 | 0.65 | 0.18 | 1.06 | 2.54 | 1.01 | 0.68 | 0.36 | 0.79 | -1.04 | -0.29 | 1.19 | 0.71 | 0.62 | 1.07 | -1.02 | -0.80 | -0.73 | 1.65 | 1.16 | 1.85 | 1.29 | 0.63 | -0.99 | -0.54 | -0.08 | 0.86 | -0.60 | 1.25 | 0.72 | -0.70 | -0.05 |
| Standard Deviation(%) | NA | 12.42 | 13.44 | 17.00 | 17.75 | NA | NA | … | … | 14.51 | 15.66 | 11.56 | 12.71 | 25.68 | 15.29 | 32.98 | 12.14 | 16.75 | 6.91 | 11.82 | 14.51 | 10.30 | 9.66 | 10.74 | 18.65 | 19.29 | 26.31 | 40.81 | 18.28 | 10.91 | 11.72 | 12.39 | 16.44 | 24.87 | 26.16 | 28.61 | 22.71 | 22.67 | 17.72 | 11.59 | 15.08 | 14.98 | 24.01 | 10.98 | 16.40 | 15.76 | 15.92 | 16.65 | 34.67 | 14.08 |
| Draw Down(%) | NA | 12.76 | 15.41 | 33.24 | 33.24 | NA | NA | … | … | 12.76 | 15.41 | 6.69 | 9.03 | 27.78 | 11.63 | 30.35 | 6.08 | 17.77 | 2.31 | 7.29 | 11.11 | 6.32 | 5.19 | 8.51 | 12.59 | 17.08 | 24.97 | 51.40 | 16.09 | 8.33 | 6.64 | 10.83 | 13.65 | 32.92 | 37.13 | 28.15 | 11.70 | 23.04 | 11.68 | 8.97 | 14.67 | 15.84 | 22.04 | 5.84 | 12.85 | 19.21 | 15.14 | 7.88 | 45.11 | 8.88 |
| Yield(%) | 0.00 | 25.56 | 14.94 | 7.82 | 10.44 | 11.57 | 7.93 | … | … | 0.00 | 26.14 | 9.55 | 5.39 | 0.35 | 0.25 | 0.55 | 21.54 | 13.12 | 8.28 | 6.39 | 11.68 | 12.58 | 1.25 | 1.23 | 0.99 | 1.02 | 0.26 | 0.08 | 3.49 | 0.18 | 0.07 | 0.00 | 0.00 | 0.00 | 2.93 | 14.00 | 24.99 | 12.60 | 13.38 | 13.76 | 1.06 | 1.14 | 0.99 | 1.11 | 1.52 | 1.61 | 1.36 | 1.33 | 2.60 | 0.90 |
Data as of 06/03/2026, Common starting date is 04/16/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBOX (PEAR TREE QUALITY FUND ORDINARY SHARES) |
-22.73%
Mar 2000 – Mar 2003 |
-9.11%
Mar 2000 – Mar 2005 |
-6.83%
Aug 2000 – Aug 2010 |
-0.03%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USBOX (PEAR TREE QUALITY FUND ORDINARY SHARES) |
37.64%
Mar 1997 – Mar 2000 |
27.46%
Dec 1994 – Dec 1999 |
15.08%
Feb 2009 – Feb 2019 |
13.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart