Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBNAX (PEAR TREE POLARIS SMALL CAP FUND INSTITUTIONAL SHARES) | 11.84% | 22.63% | 15.02% | 4.47% | 7.47% | 7.59% | 5.48% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBNAX (PEAR TREE POLARIS SMALL CAP FUND INSTITUTIONAL SHARES) | 06/20/1996 | 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 (%) | 0.48 | 22.63 | 15.02 | 4.47 | 7.47 | 7.59 | 5.48 | … | … | 11.84 | 8.49 | 9.03 | 13.22 | -11.44 | 17.19 | -4.36 | 23.92 | -10.67 | 6.78 | 21.18 | -1.25 | -6.68 | 40.61 | 13.64 | -4.27 | 27.28 | 33.55 | -49.18 | 0.61 | 21.67 | 9.61 | 23.48 | 43.83 | -29.06 | -1.81 | 8.59 | 32.73 | 0.85 | 7.70 | 9.99 |
| Sharpe Ratio | NA | 1.36 | 0.67 | 0.10 | 0.27 | NA | NA | … | … | 2.01 | 0.29 | 0.30 | 0.56 | -0.58 | 0.86 | -0.10 | 1.44 | -0.80 | 0.51 | 1.25 | -0.08 | -0.38 | 2.86 | 0.87 | -0.14 | 1.27 | 1.11 | -1.18 | -0.15 | 1.26 | 0.51 | 1.43 | 2.44 | -1.34 | -0.19 | 0.13 | 1.45 | -0.11 | 0.22 | 0.92 |
| Standard Deviation(%) | NA | 14.73 | 17.53 | 18.92 | 21.84 | NA | NA | … | … | 13.63 | 19.58 | 17.94 | 17.39 | 22.32 | 19.94 | 45.07 | 15.62 | 15.05 | 11.94 | 16.78 | 15.77 | 17.52 | 14.18 | 15.82 | 30.37 | 21.48 | 30.26 | 42.44 | 17.34 | 14.52 | 14.32 | 15.78 | 17.66 | 22.52 | 22.90 | 33.14 | 20.21 | 22.99 | 18.54 | 17.36 |
| Draw Down(%) | NA | 9.35 | 21.42 | 24.93 | 46.63 | NA | NA | … | … | 9.35 | 18.34 | 9.79 | 14.57 | 19.50 | 14.18 | 46.18 | 12.04 | 23.60 | 6.51 | 14.84 | 16.39 | 18.18 | 5.01 | 11.07 | 25.97 | 17.95 | 24.96 | 59.51 | 14.22 | 12.41 | 11.19 | 11.91 | 13.95 | 33.90 | 23.88 | 28.21 | 14.35 | 38.10 | 23.28 | 13.19 |
| Yield(%) | 0.00 | 10.81 | 6.02 | 3.17 | 4.49 | 5.08 | 3.89 | … | … | 0.00 | 10.75 | 3.61 | 1.07 | 0.57 | 0.93 | 0.81 | 7.90 | 6.12 | 5.56 | 1.45 | 5.91 | 8.43 | 0.00 | 0.00 | 0.43 | 0.77 | 0.94 | 0.00 | 3.99 | 7.95 | 13.37 | 3.79 | 0.00 | 4.12 | 0.03 | 13.73 | 0.00 | 0.00 | 15.88 | 10.34 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBNAX (PEAR TREE POLARIS SMALL CAP FUND INSTITUTIONAL SHARES) |
-21.33%
Feb 2006 – Feb 2009 |
-8.08%
Feb 2004 – Feb 2009 |
0.17%
Aug 2000 – Aug 2010 |
2.77%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBNAX (PEAR TREE POLARIS SMALL CAP FUND INSTITUTIONAL SHARES) |
30.60%
Feb 2003 – Feb 2006 |
24.75%
Feb 2009 – Feb 2014 |
14.25%
Feb 2009 – Feb 2019 |
10.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart