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Pear Tree Polaris Fgn Val Sm Cap R6 (QUSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.53+0.09 (+0.79%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.60%
5-Year Average Return7.12%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)21.28%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return21.28%
Worst 3-Yr Total Return0.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQUSRXCategory
YTD6.91%14.60%
1-Month5.86%-1.66%
3-Month10.37%5.70%
1-Year22.95%46.89%
3-Year1.69%6.61%
5-Year8.61%9.96%
10-Year5.39%6.46%
Last Bull Market20.32%14.17%
Last Bear Market-14.14%-22.90%

Annual Total Return (%) History

Year
QUSRXCategory
2024
N/AN/A
2023
21.28%N/A
2022
-17.26%N/A
2021
15.69%N/A
2020
6.74%8.61%
2019
20.77%19.18%
2018
-18.81%-19.13%
2017
N/A27.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.70%N/AN/AN/A
20237.14%3.23%-1.90%11.78%
2022-6.11%-14.14%-11.01%15.33%
202111.11%4.75%-2.27%1.71%
2020-30.60%18.46%5.49%23.08%
20199.51%-0.10%-1.76%12.37%
2018-2.44%-1.83%-2.12%-13.40%
20176.96%8.44%3.89%N/A

Rank In Category (By Total Return)

YTD61
1-Month13
3-Month19
1-Year40
3-Year58
5-Year43

Load Adjusted Returns

1-Year22.95%
3-Year1.69%
5-Year8.61%
10-Year5.39%