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QUSIX: PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 18.84 0.13(0.69%) June 05
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 3.08% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 3.1 | 10.1 | 12.8 | 4.4 | 7.6 | 6.9 | 6.8 | 22.8 | -2.0 | 21.3 | -17.1 | 14.2 | 6.7 | 20.7 | -18.8 | 33.4 | 2.8 | -1.3 | 6.9 | 25.2 | 27.5 | -19.9 | 21.0 | 82.7 | -48.4 |
| Sharpe Ratio | NA | 0.63 | 0.89 | 0.77 | 0.16 | 0.43 | NA | 0.39 | 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 | 3.9 | -2.15 |
| Draw Down(%) | NA | 12.1 | 12.1 | 14.3 | 33.0 | 42.8 | NA | 58.3 | 11.9 | 11.3 | 12.4 | 30.1 | 9.9 | 38.4 | 10.0 | 25.4 | 3.5 | 11.6 | 16.9 | 11.6 | 7.9 | 11.1 | 25.7 | 16.5 | 19.4 | 54.6 |
| Standard Deviation(%) | NA | 15.5 | 12.5 | 13.9 | 14.3 | 14.5 | NA | 15.2 | 14.8 | 12.9 | 13.3 | 17.6 | 11.1 | 24.2 | 10.0 | 11.6 | 7.2 | 15.0 | 11.2 | 7.8 | 8.9 | 11.2 | 17.4 | 15.1 | 21.2 | 29.8 |
| Treynor Ratio | NA | 0.16 | 0.19 | 0.16 | 0.03 | 0.1 | NA | 0.1 | 0.33 | -0.12 | 0.23 | -0.29 | 0.25 | 0.11 | 0.29 | -0.41 | 0.61 | 0.04 | -0.02 | 0.17 | 0.59 | 0.53 | -0.4 | 0.37 | 1.27 | -1.13 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.02 | 0.0 | NA | 0.01 | -0.01 | -0.03 | 0.03 | -0.05 | 0.02 | 0.02 | 0.02 | -0.03 | 0.06 | -0.01 | -0.01 | 0.03 | 0.04 | 0.05 | -0.05 | 0.04 | 0.15 | -0.22 |
| Beta | NA | 0.61 | 0.59 | 0.68 | 0.66 | 0.63 | NA | 0.59 | 0.6 | 0.74 | 0.76 | 0.64 | 0.56 | 0.6 | 0.66 | 0.5 | 0.54 | 0.65 | 0.61 | 0.41 | 0.42 | 0.53 | 0.5 | 0.57 | 0.65 | 0.57 |
| RSquared | NA | 0.5 | 0.47 | 0.52 | 0.56 | 0.53 | NA | 0.53 | 0.42 | 0.6 | 0.59 | 0.61 | 0.5 | 0.52 | 0.55 | 0.33 | 0.36 | 0.62 | 0.59 | 0.42 | 0.35 | 0.61 | 0.57 | 0.6 | 0.58 | 0.48 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 3.2 | 2.9 | 3.9 | 1.4 | 4.0 | 3.5 | 3.9 | 3.9 | 2.1 | 2.1 | 1.5 | 1.6 | 2.3 | 10.0 | 4.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.4 | 25.1 | -40.0 | 212.5 | -64.1 | 34.7 | -31.9 | 31.0 | 88.3 | -5.5 | 45.7 | 20.0 | -13.9 | -83.9 | 144.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2008
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