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Pear Tree Polaris Fgn Val Sm Cap Ord (QUSOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.73+0.09 (+0.58%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.19%
5-Year Average Return5.76%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Apr 25, 2024)83.13%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return83.13%
Worst 3-Yr Total Return0.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQUSOXCategory
YTD1.72%14.60%
1-Month5.07%-1.66%
3-Month1.72%5.70%
1-Year14.81%46.89%
3-Year1.65%6.61%
5-Year6.40%9.96%
10-Year4.71%6.46%
Last Bull Market50.48%14.17%
Last Bear Market-14.21%-22.90%

Annual Total Return (%) History

Year
QUSOXCategory
2024
N/AN/A
2023
20.78%N/A
2022
-17.60%N/A
2021
15.11%N/A
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
N/A-47.29%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.72%N/AN/AN/A
20237.00%3.17%-1.98%11.62%
2022-6.25%-14.21%-11.02%15.14%
202110.93%4.59%-2.31%1.55%
2020-30.70%18.37%5.45%22.95%
20199.27%-0.15%-1.85%12.28%
2018-2.50%-1.98%-2.22%-13.41%
201710.74%6.86%8.33%3.80%
2016-1.95%-2.40%8.67%-1.46%
20154.79%4.19%-13.08%3.80%
20148.84%3.11%-5.23%0.16%
20137.25%-1.90%7.38%10.60%
201215.20%-6.10%8.97%7.83%
20110.36%0.80%-19.15%-2.22%
20107.08%-8.75%16.10%6.40%
2009-8.37%53.73%25.37%3.69%
2008-21.77%-28.49%N/AN/A

Rank In Category (By Total Return)

YTD75
1-Month26
3-Month75
1-Year41
3-Year79
5-Year58

Load Adjusted Returns

1-Year14.81%
3-Year1.65%
5-Year6.40%
10-Year4.71%