Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGIAX (PEAR TREE QUALITY FUND INSTITUTIONAL SHARES) | 3.95% | 17.57% | 16.72% | 7.01% | 12.03% | 12.04% | 8.51% | … | … |
Data as of 06/05/2026, Common starting date is 12/04/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGIAX (PEAR TREE QUALITY FUND INSTITUTIONAL SHARES) | 12/04/1991 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 17.57 | 16.72 | 7.01 | 12.03 | 12.04 | 8.51 | … | … | 3.95 | 16.26 | 18.48 | 29.72 | -24.98 | 17.40 | 11.40 | 31.65 | -1.64 | 28.94 | 8.19 | 2.78 | 11.18 | 24.93 | 11.42 | 13.23 | 7.77 | 20.52 | -41.84 | -1.81 | 16.92 | 11.18 | 9.05 | 18.83 | -23.79 | -17.72 | -16.27 | 41.71 | 30.31 | 37.23 | 6.34 | 13.98 | -10.53 | -11.12 | 2.13 | 2.07 |
| Sharpe Ratio | NA | 1.46 | 1.08 | 0.30 | 0.60 | NA | NA | … | … | 0.83 | 0.86 | 1.27 | 2.07 | -1.06 | 1.18 | 0.34 | 2.48 | -0.18 | 4.08 | 0.67 | 0.19 | 1.08 | 2.58 | 1.06 | 0.71 | 0.40 | 0.78 | -1.05 | -0.27 | 1.25 | 0.77 | 0.65 | 1.10 | -1.01 | -0.78 | -0.72 | 1.69 | 1.19 | 1.88 | 0.16 | 0.65 | -0.90 | -0.55 | -0.03 | 0.84 |
| Standard Deviation(%) | NA | 12.39 | 13.49 | 16.74 | 17.60 | NA | NA | … | … | 14.46 | 15.68 | 11.68 | 12.73 | 25.07 | 14.75 | 32.80 | 12.18 | 16.76 | 6.95 | 11.86 | 14.54 | 10.34 | 9.63 | 10.80 | 18.58 | 19.32 | 26.28 | 40.81 | 18.28 | 10.83 | 11.65 | 12.33 | 16.45 | 24.78 | 26.19 | 28.57 | 22.70 | 22.61 | 17.79 | 16.79 | 15.28 | 15.05 | 24.07 | 10.83 | 36.12 |
| Draw Down(%) | NA | 12.67 | 15.38 | 31.33 | 31.33 | NA | NA | … | … | 12.67 | 15.38 | 6.71 | 8.96 | 26.52 | 10.72 | 30.37 | 6.10 | 17.69 | 2.31 | 7.24 | 11.12 | 6.32 | 5.13 | 8.49 | 12.60 | 17.03 | 24.87 | 51.67 | 16.01 | 8.29 | 6.58 | 10.60 | 13.51 | 32.71 | 36.94 | 27.86 | 11.52 | 22.96 | 11.68 | 14.82 | 14.59 | 15.73 | 21.96 | 5.84 | 8.16 |
| Yield(%) | 0.00 | 22.41 | 13.61 | 7.36 | 10.26 | 11.68 | 7.98 | … | … | 0.00 | 23.08 | 8.97 | 5.10 | 0.59 | 0.77 | 0.86 | 20.40 | 12.58 | 8.13 | 6.28 | 11.26 | 12.28 | 1.50 | 1.45 | 1.15 | 1.18 | 0.46 | 0.29 | 3.35 | 0.63 | 0.52 | 0.00 | 0.00 | 0.00 | 2.87 | 13.84 | 24.89 | 12.61 | 14.21 | 1.29 | 1.58 | 1.63 | 1.55 | 1.64 | 1.67 |
Data as of 06/05/2026, Common starting date is 12/04/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGIAX (PEAR TREE QUALITY FUND INSTITUTIONAL SHARES) |
-22.32%
Mar 2000 – Mar 2003 |
-8.66%
Mar 2000 – Mar 2005 |
-6.53%
Aug 2000 – Aug 2010 |
0.30%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGIAX (PEAR TREE QUALITY FUND INSTITUTIONAL SHARES) |
38.32%
Mar 1997 – Mar 2000 |
25.16%
Dec 1994 – Dec 1999 |
15.47%
Aug 2010 – Aug 2020 |
13.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart