Canada markets closed

Pear Tree Polaris Small Cap Instl (QBNAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
32.62-0.19 (-0.58%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.93%
5-Year Average Return8.09%
Number of Years Up21
Number of Years Down9
Best 1 Yr Total Return (Jun 6, 2024)40.61%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return40.61%
Worst 3-Yr Total Return1.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQBNAXCategory
YTD4.27%26.79%
1-Month2.84%-1.77%
3-Month3.09%4.45%
1-Year24.32%71.02%
3-Year4.13%9.35%
5-Year9.45%12.17%
10-Year6.92%9.95%
Last Bull Market25.73%28.07%
Last Bear Market-10.37%-24.24%

Annual Total Return (%) History

Year
QBNAXCategory
2024
N/AN/A
2023
13.23%N/A
2022
-4.77%N/A
2021
24.67%N/A
2020
-4.37%4.02%
2019
23.89%21.43%
2018
-10.52%-15.46%
2017
6.78%8.54%
2016
21.20%25.99%
2015
-1.25%-6.71%
2014
-6.59%3.34%
2013
40.61%36.22%
2012
13.64%16.00%
2011
-4.27%-4.45%
2010
27.29%26.17%
2009
33.57%31.32%
2008
-49.18%-32.24%
2007
0.59%-6.08%
2006
21.67%16.27%
2005
9.61%6.40%
2004
23.48%21.14%
2003
43.83%42.38%
2002
-28.95%-10.12%
2001
-1.81%15.92%
2000
8.14%18.64%
1999
32.73%6.78%
1998
0.85%-6.93%
1997
7.70%27.89%
1996
24.01%22.50%
1995
35.54%22.49%
1994
4.93%-0.53%
1993
N/A17.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.15%N/AN/AN/A
2023-0.17%2.12%-0.03%11.11%
2022-1.95%-10.37%-4.73%13.75%
202118.37%2.07%-2.15%5.46%
2020-36.91%20.66%-2.79%29.24%
201911.69%1.60%-0.96%10.23%
2018-2.31%7.82%4.07%-18.37%
20171.18%0.97%1.09%3.38%
2016-0.87%2.62%6.96%11.38%
20153.73%1.59%-11.65%6.08%
2014-3.00%-1.75%-7.62%6.11%
201310.78%3.85%9.90%11.21%
201213.69%-1.61%0.80%0.79%
20115.93%-1.64%-18.84%13.22%
201010.54%-9.70%12.65%13.20%
2009-8.68%17.36%17.83%5.78%
2008-12.45%2.47%-14.78%-33.53%
20073.45%4.38%-0.22%-6.64%
200611.80%-0.83%0.48%9.21%
2005-2.01%4.57%6.54%0.40%
20049.65%-0.56%-0.19%13.46%
2003-2.06%17.54%9.95%13.63%
2002-2.17%-13.43%-15.34%-0.91%
2001-10.82%14.46%-16.37%15.03%
200017.76%-4.24%6.97%-10.35%
1999-8.56%10.48%-0.89%32.57%
199811.85%-5.33%-19.98%19.01%
1997-12.98%18.01%13.90%-7.92%
19965.57%9.53%6.26%0.92%
19956.08%9.47%16.90%-0.16%
19940.45%-7.95%12.64%0.74%
19935.37%13.15%-1.02%N/A

Rank In Category (By Total Return)

YTD35
1-Month90
3-Month49
1-Year47
3-Year37
5-Year75

Load Adjusted Returns

1-Year24.32%
3-Year4.13%
5-Year9.45%
10-Year6.92%