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Pear Tree Polaris Foreign Value Ord (QFVOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.48+0.16 (+0.69%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.95%
5-Year Average Return3.22%
Number of Years Up16
Number of Years Down9
Best 1 Yr Total Return (Apr 24, 2024)58.04%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return58.04%
Worst 3-Yr Total Return-2.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQFVOXCategory
YTD3.29%11.56%
1-Month3.02%-2.20%
3-Month3.29%4.11%
1-Year14.66%35.63%
3-Year0.81%5.74%
5-Year4.30%8.25%
10-Year3.39%4.29%
Last Bull Market43.94%13.65%
Last Bear Market-15.08%-23.43%

Annual Total Return (%) History

Year
QFVOXCategory
2024
N/AN/A
2023
19.89%N/A
2022
-17.10%N/A
2021
8.35%N/A
2020
2.65%0.88%
2019
17.93%17.80%
2018
-13.27%-15.44%
2017
25.24%22.08%
2016
4.54%3.34%
2015
-0.67%-3.10%
2014
-5.23%-6.32%
2013
27.57%20.81%
2012
26.92%16.21%
2011
-15.52%-12.77%
2010
20.01%7.48%
2009
58.04%30.33%
2008
-52.40%-42.41%
2007
-1.85%9.01%
2006
31.03%25.98%
2005
15.37%13.19%
2004
28.25%21.99%
2003
48.41%39.07%
2002
0.07%-12.37%
2001
-3.41%-15.98%
2000
-7.38%-6.76%
1999
13.69%30.02%
1998
N/A6.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20237.99%1.79%-2.27%11.59%
2022-5.66%-15.08%-11.99%17.58%
20218.57%1.32%-2.19%0.71%
2020-33.17%17.33%2.99%27.11%
20199.09%1.69%-2.79%9.37%
2018-1.89%0.87%1.60%-13.74%
20177.52%6.01%4.93%4.72%
2016-1.05%-6.64%13.08%0.06%
20156.02%1.07%-11.13%4.30%
20143.09%1.91%-7.75%-2.21%
20136.60%-0.51%8.89%10.45%
201215.99%-6.01%10.30%5.56%
20114.86%-0.14%-19.85%0.66%
20105.60%-12.69%18.49%9.86%
2009-9.32%36.87%26.73%0.48%
2008-2.02%-12.63%-24.31%-26.53%
20075.34%2.64%-1.94%-7.43%
200613.06%-1.71%3.63%13.78%
20053.04%-2.39%9.97%4.30%
20049.22%0.15%3.48%13.30%
2003-7.25%22.56%12.87%15.67%
200214.30%-2.38%-17.37%8.54%
2001-1.37%2.54%-18.13%16.65%
2000-4.54%3.31%-7.38%1.40%
1999-3.24%12.32%-3.62%8.54%
1998-18.00%9.64%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month76
3-Month64
1-Year50
3-Year96
5-Year91

Load Adjusted Returns

1-Year14.66%
3-Year0.81%
5-Year4.30%
10-Year3.39%