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QUSOX: PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES (MUTUAL FUND)
Basic Info 18.91 0.13(0.68%) June 05
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 05/06/2008 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.62% |
| Expenses | 1.04% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 2.9 | 9.7 | 12.3 | 4.3 | 7.3 | 6.7 | 6.5 | 25.9 | -2.3 | 20.8 | -17.4 | 15.1 | 6.4 | 20.2 | -19.1 | 33.1 | 2.5 | -1.5 | 6.5 | 24.9 | 27.1 | -20.0 | 20.7 | 82.5 | -48.4 |
| Sharpe Ratio | NA | 0.29 | 0.56 | 0.65 | 0.12 | 0.39 | NA | 0.36 | 1.62 | -0.46 | 1.3 | -1.06 | 1.37 | 0.25 | 1.87 | -1.77 | 4.53 | 0.15 | -0.14 | 0.83 | 2.81 | 2.46 | -1.15 | 1.37 | 3.88 | -2.15 |
| Draw Down(%) | NA | 12.1 | 12.1 | 14.5 | 32.5 | 43.3 | NA | 58.3 | 11.9 | 11.4 | 12.5 | 30.3 | 8.8 | 38.5 | 10.1 | 25.7 | 3.5 | 11.6 | 16.9 | 11.7 | 8.0 | 11.1 | 25.8 | 16.5 | 19.4 | 54.6 |
| Standard Deviation(%) | NA | 15.2 | 12.5 | 13.9 | 14.3 | 14.5 | NA | 15.2 | 14.3 | 12.9 | 13.3 | 17.8 | 11.0 | 24.2 | 10.0 | 11.6 | 7.2 | 15.0 | 11.1 | 7.8 | 8.9 | 11.1 | 17.5 | 15.1 | 21.2 | 29.8 |
| Treynor Ratio | NA | 0.07 | 0.12 | 0.13 | 0.03 | 0.09 | NA | 0.09 | 0.37 | -0.08 | 0.23 | -0.29 | 0.27 | 0.1 | 0.29 | -0.41 | 0.6 | 0.03 | -0.03 | 0.16 | 0.59 | 0.52 | -0.4 | 0.36 | 1.27 | -1.14 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.02 | 0.0 | NA | 0.01 | -0.02 | -0.03 | 0.02 | -0.05 | 0.02 | 0.02 | 0.02 | -0.03 | 0.06 | -0.01 | -0.02 | 0.03 | 0.04 | 0.05 | -0.05 | 0.04 | 0.15 | -0.22 |
| Beta | NA | 0.6 | 0.59 | 0.68 | 0.66 | 0.63 | NA | 0.59 | 0.62 | 0.74 | 0.75 | 0.65 | 0.56 | 0.6 | 0.66 | 0.5 | 0.54 | 0.65 | 0.61 | 0.41 | 0.42 | 0.52 | 0.5 | 0.57 | 0.65 | 0.56 |
| RSquared | NA | 0.5 | 0.47 | 0.52 | 0.56 | 0.53 | NA | 0.53 | 0.45 | 0.6 | 0.59 | 0.61 | 0.51 | 0.51 | 0.54 | 0.34 | 0.37 | 0.63 | 0.59 | 0.42 | 0.35 | 0.61 | 0.57 | 0.6 | 0.58 | 0.47 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 2.4 | 2.5 | 3.6 | 2.3 | 3.6 | 3.0 | 3.5 | 3.5 | 1.8 | 1.9 | 1.2 | 1.3 | 2.0 | 9.7 | 4.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 25.1 | 13.1 | -45.3 | 73.9 | -34.7 | 40.4 | -33.2 | 30.0 | 96.8 | -9.5 | 64.2 | 15.6 | -19.0 | -85.5 | 156.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2008
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