Nasdaq - Delayed Quote USD

Pear Tree Polaris Fgn Val Sm Cap Ord (QUSOX)

15.73 +0.09 (+0.58%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.19%
5y Average Return 5.76%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 83.13%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 83.13%
Worst 3Y Total Return 0.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QUSOX
Category
YTD
1.72%
14.60%
1-Month
5.07%
-1.66%
3-Month
1.72%
5.70%
1-Year
14.81%
46.89%
3-Year
1.65%
6.61%
5-Year
6.40%
9.96%
10-Year
4.71%
6.46%
Last Bull Market
50.48%
14.17%
Last Bear Market
-14.21%
-22.90%

Annual Total Return (%) History

Year
QUSOX
Category
2024
--
--
2023
20.78%
--
2022
-17.60%
--
2021
15.11%
--
2020
6.36%
8.61%
2019
20.24%
19.18%
2018
-19.09%
-19.13%
2017
33.06%
27.52%

2016
2.46%
4.24%
2015
-1.49%
2.27%
2014
6.54%
-6.56%
2013
24.95%
25.71%
2012
27.11%
21.38%
2011
-20.02%
-15.99%
2010
20.70%
21.00%
2009
83.13%
44.06%
2008
--
-47.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.72% -- -- --
2023 7.00% 3.17% -1.98% 11.62%
2022 -6.25% -14.21% -11.02% 15.14%
2021 10.93% 4.59% -2.31% 1.55%
2020 -30.70% 18.37% 5.45% 22.95%
2019 9.27% -0.15% -1.85% 12.28%
2018 -2.50% -1.98% -2.22% -13.41%
2017 10.74% 6.86% 8.33% 3.80%
2016 -1.95% -2.40% 8.67% -1.46%
2015 4.79% 4.19% -13.08% 3.80%

2014 8.84% 3.11% -5.23% 0.16%
2013 7.25% -1.90% 7.38% 10.60%
2012 15.20% -6.10% 8.97% 7.83%
2011 0.36% 0.80% -19.15% -2.22%
2010 7.08% -8.75% 16.10% 6.40%
2009 -8.37% 53.73% 25.37% 3.69%
2008 -21.77% -28.49% -- --

Rank in Category (By Total Return)

YTD 75
1-Month 26
3-Month 75
1-Year 41
3-Year 79
5-Year 58

Load Adjusted Returns

1-Year 14.81%
3-Year 1.65%
5-Year 6.40%
10-Year 4.71%

Performance & Risk

YTD Return 0.19%
5y Average Return 5.76%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Value
Fund Family Pear Tree Funds
Net Assets 1.02B
YTD Return 1.72%
Yield 2.05%
Morningstar Rating
Inception Date May 01, 2008

Fund Summary

Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations and/or future cash flows. The fund is non-diversified.

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