Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QUSOX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES) | 2.07% | 8.84% | 11.39% | 4.11% | 7.08% | 6.70% | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QUSOX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES) | 05/06/2008 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 8.84 | 11.39 | 4.11 | 7.08 | 6.70 | NA | … | … | 2.07 | 25.94 | -2.33 | 20.77 | -17.40 | 15.11 | 6.38 | 20.24 | -19.09 | 33.06 | 2.46 | -1.50 | 6.54 | 24.95 | 27.11 | -20.02 | 20.70 | 82.51 | -48.43 |
| Sharpe Ratio | NA | 0.56 | 0.65 | 0.12 | 0.39 | NA | NA | … | … | 0.29 | 1.62 | -0.46 | 1.30 | -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 |
| Standard Deviation(%) | NA | 12.50 | 13.91 | 14.34 | 14.50 | NA | NA | … | … | 15.22 | 14.29 | 12.89 | 13.29 | 17.75 | 11.00 | 24.21 | 10.01 | 11.61 | 7.18 | 14.98 | 11.14 | 7.83 | 8.88 | 11.08 | 17.49 | 15.07 | 21.22 | 29.79 |
| Draw Down(%) | NA | 12.08 | 14.53 | 32.49 | 43.29 | NA | NA | … | … | 12.08 | 11.88 | 11.42 | 12.52 | 30.32 | 8.82 | 38.46 | 10.06 | 25.68 | 3.50 | 11.63 | 16.94 | 11.70 | 8.04 | 11.10 | 25.83 | 16.51 | 19.38 | 54.63 |
| Yield(%) | 0.00 | 2.62 | 2.66 | 2.40 | 3.35 | 3.50 | 3.15 | … | … | 0.00 | 3.12 | 2.39 | 2.45 | 3.58 | 2.31 | 3.63 | 3.04 | 3.49 | 3.50 | 1.82 | 1.90 | 1.23 | 1.29 | 1.98 | 9.71 | 4.36 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSOX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES) |
-6.75%
Mar 2017 – Mar 2020 |
-2.86%
Mar 2015 – Mar 2020 |
3.29%
Mar 2010 – Mar 2020 |
6.03%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QUSOX (PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND ORDINARY SHARES) |
31.44%
Feb 2009 – Feb 2012 |
27.31%
Feb 2009 – Feb 2014 |
14.81%
Feb 2009 – Feb 2019 |
11.73%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart