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QFVOX: PEAR TREE POLARIS FOREIGN VALUE FUND ORDINARY SHARES (MUTUAL FUND)
Basic Info 33.24 0.5(1.48%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 07/09/1999 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 6.17% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 16.7 | 34.6 | 19.9 | 7.8 | 8.5 | 7.2 | 5.7 | 7.5 | 33.9 | -0.7 | 19.9 | -17.1 | 8.3 | 2.6 | 17.9 | -13.3 | 25.2 | 4.5 | -0.7 | -5.3 | 27.6 | 26.9 | -15.5 | 20.1 | 59.0 | -52.4 | -1.9 | 31.0 | 15.4 | 28.2 | 48.4 | 0.1 | -3.4 | -7.4 | 3.7 |
| Sharpe Ratio | NA | 2.14 | 2.18 | 1.21 | 0.35 | 0.41 | NA | NA | 0.34 | 2.27 | -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 | -1.5 | -0.3 | 1.78 | 1.21 | 2.17 | 3.61 | -0.06 | -0.33 | -0.87 | 0.44 |
| Draw Down(%) | NA | 11.0 | 11.0 | 14.9 | 34.1 | 45.5 | NA | NA | 66.8 | 12.8 | 11.2 | 10.9 | 32.9 | 11.3 | 43.2 | 12.3 | 20.2 | 3.3 | 14.5 | 16.7 | 15.0 | 9.6 | 14.0 | 27.8 | 19.1 | 23.6 | 60.5 | 14.9 | 18.0 | 10.6 | 10.7 | 12.9 | 28.7 | 29.6 | 19.3 | 7.1 |
| Standard Deviation(%) | NA | 19.1 | 14.7 | 13.7 | 14.9 | 16.7 | NA | NA | 18.0 | 13.7 | 11.5 | 12.7 | 19.3 | 13.0 | 32.0 | 11.5 | 12.3 | 7.9 | 19.4 | 14.6 | 10.6 | 11.8 | 15.4 | 23.5 | 22.5 | 29.9 | 35.6 | 16.9 | 15.6 | 10.8 | 12.6 | 13.2 | 18.6 | 18.0 | 13.3 | 9.8 |
| Treynor Ratio | NA | 0.64 | 0.51 | 0.26 | 0.08 | 0.09 | NA | NA | 0.09 | 0.57 | -0.07 | 0.21 | -0.26 | 0.11 | 0.03 | 0.18 | -0.21 | 0.3 | 0.05 | -0.01 | -0.07 | 0.42 | 0.35 | -0.21 | 0.23 | 0.74 | -1.01 | -0.08 | 0.32 | 0.19 | 0.31 | 0.68 | -0.02 | -0.1 | -0.18 | 0.16 |
| Alpha | NA | 0.08 | 0.05 | 0.03 | 0.01 | 0.0 | NA | NA | 0.01 | 0.06 | -0.01 | 0.02 | -0.04 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.04 | 0.04 | -0.02 | 0.05 | 0.1 | -0.18 | -0.04 | 0.02 | 0.01 | 0.04 | 0.06 | 0.04 | 0.02 | -0.02 | 0.0 |
| Beta | NA | 0.64 | 0.63 | 0.63 | 0.68 | 0.79 | NA | NA | 0.72 | 0.55 | 0.64 | 0.79 | 0.71 | 0.78 | 0.91 | 0.9 | 0.71 | 0.83 | 0.9 | 0.77 | 0.72 | 0.66 | 0.78 | 0.75 | 0.86 | 0.8 | 0.53 | 0.61 | 0.88 | 0.68 | 0.88 | 0.7 | 0.71 | 0.62 | 0.64 | 0.28 |
| RSquared | NA | 0.32 | 0.37 | 0.43 | 0.53 | 0.62 | NA | NA | 0.57 | 0.39 | 0.49 | 0.64 | 0.64 | 0.64 | 0.74 | 0.72 | 0.57 | 0.59 | 0.69 | 0.7 | 0.58 | 0.53 | 0.73 | 0.72 | 0.69 | 0.61 | 0.39 | 0.45 | 0.65 | 0.44 | 0.77 | 0.66 | 0.58 | 0.45 | 0.37 | 0.18 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.2 | 1.9 | 2.2 | 1.2 | 1.1 | 1.6 | 1.3 | 0.8 | 0.7 | 1.1 | 1.6 | 1.1 | 0.8 | 0.7 | 0.5 | 1.2 | 20.2 | 0.5 | 5.9 | 6.3 | 1.3 | 3.1 | 1.4 | 0.7 | 0.2 | 0.0 | 3.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 267.0 | 0.9 | 55.4 | 18.1 | -33.1 | 40.5 | 34.5 | 40.9 | -26.9 | -32.8 | 35.5 | 57.5 | 51.2 | 25.4 | -55.3 | -92.4 | 1760.4 | -91.7 | 12.8 | 451.9 | -46.9 | 228.8 | 110.7 | 180.0 | 1900.0 | -99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1998
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