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Pear Tree Polaris Foreign Value Instl (QFVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.13+0.18 (+0.78%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.65%
5-Year Average Return3.15%
Number of Years Up16
Number of Years Down9
Best 1 Yr Total Return (Apr 21, 2024)57.99%
Worst 1 Yr Total Return (Apr 21, 2024)N/A
Best 3-Yr Total Return57.99%
Worst 3-Yr Total Return-2.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQFVIXCategory
YTD3.39%11.56%
1-Month3.08%-2.20%
3-Month3.39%4.11%
1-Year15.12%35.63%
3-Year1.19%5.74%
5-Year4.69%8.25%
10-Year3.74%4.29%
Last Bull Market44.37%13.65%
Last Bear Market-15.01%-23.43%

Annual Total Return (%) History

Year
QFVIXCategory
2024
N/AN/A
2023
20.34%N/A
2022
-16.81%N/A
2021
8.75%N/A
2020
3.10%0.88%
2019
18.30%17.80%
2018
-12.93%-15.44%
2017
25.69%22.08%
2016
4.78%3.34%
2015
-0.37%-3.10%
2014
-5.00%-6.32%
2013
27.92%20.81%
2012
27.24%16.21%
2011
-15.35%-12.77%
2010
20.34%7.48%
2009
57.99%30.33%
2008
-52.27%-42.41%
2007
-1.57%9.01%
2006
31.33%25.98%
2005
15.65%13.19%
2004
28.64%21.99%
2003
48.79%39.07%
2002
0.31%-12.37%
2001
-3.19%-15.98%
2000
-7.06%-6.76%
1999
13.92%30.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.39%N/AN/AN/A
20238.09%1.89%-2.18%11.71%
2022-5.60%-15.01%-11.87%17.66%
20218.65%1.40%-2.11%0.84%
2020-33.09%17.46%3.11%27.24%
20199.17%1.79%-2.70%9.42%
2018-1.81%0.97%1.69%-13.64%
20177.55%6.13%5.03%4.85%
2016-0.99%-6.59%13.16%0.12%
20156.14%1.12%-11.06%4.37%
20143.19%1.96%-7.69%-2.19%
20136.75%-0.51%8.96%10.54%
201216.10%-5.94%10.37%5.57%
20114.93%-0.07%-19.84%0.70%
20105.69%-12.61%18.47%9.97%
2009-9.18%36.48%26.83%0.50%
2008-1.96%-12.56%-24.27%-26.47%
20075.46%2.67%-1.85%-7.38%
200613.18%-1.70%3.71%13.82%
20053.10%-2.38%10.13%4.34%
20049.29%0.22%3.61%13.35%
2003-7.12%22.61%12.92%15.71%
200214.37%-2.27%-17.39%8.63%
2001-1.36%2.65%-18.07%16.71%
2000-4.33%3.31%-7.37%1.51%
1999-3.01%12.31%-3.72%8.63%

Rank In Category (By Total Return)

YTD61
1-Month74
3-Month61
1-Year46
3-Year92
5-Year85

Load Adjusted Returns

1-Year15.12%
3-Year1.19%
5-Year4.69%
10-Year3.74%