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QFVIX: PEAR TREE POLARIS FOREIGN VALUE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 33.07 0.51(1.52%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 12/06/1999 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 6.57% |
| Expenses | 1.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 16.9 | 35.1 | 20.3 | 8.1 | 8.9 | 7.5 | 4.0 | 6.3 | 26.5 | -0.4 | 20.3 | -16.8 | 8.7 | 3.1 | 18.3 | -12.9 | 25.7 | 4.8 | -0.4 | -5.0 | 27.9 | 27.2 | -15.3 | 20.6 | 23.4 | -53.1 | -7.3 | 24.4 | 14.1 | 25.2 | 48.8 | 0.3 | -3.2 | -7.1 | 5.0 |
| Sharpe Ratio | NA | 2.18 | 2.22 | 1.24 | 0.38 | 0.43 | NA | NA | 0.26 | 1.57 | -0.6 | 1.29 | -0.95 | 0.67 | 0.09 | 1.46 | -1.16 | 3.21 | 0.24 | -0.03 | -0.47 | 2.35 | 1.78 | -0.65 | 0.91 | 0.65 | -1.53 | -0.59 | 1.29 | 1.13 | 1.89 | 3.68 | -0.04 | -0.31 | -0.84 | 8.66 |
| Draw Down(%) | NA | 11.0 | 11.0 | 14.8 | 33.8 | 45.1 | NA | NA | 72.7 | 12.8 | 11.1 | 10.9 | 32.8 | 11.2 | 43.1 | 12.2 | 19.9 | 3.3 | 14.6 | 16.5 | 15.0 | 9.5 | 13.9 | 27.8 | 19.0 | 32.2 | 60.4 | 19.8 | 18.0 | 10.5 | 10.6 | 12.8 | 28.7 | 29.5 | 19.0 | 1.3 |
| Standard Deviation(%) | NA | 19.0 | 14.6 | 13.7 | 14.9 | 16.7 | NA | NA | 18.6 | 15.0 | 11.5 | 12.6 | 19.3 | 13.0 | 32.0 | 11.5 | 12.3 | 7.8 | 19.5 | 14.6 | 10.6 | 11.9 | 15.4 | 23.6 | 22.6 | 35.7 | 35.3 | 17.6 | 16.4 | 10.6 | 12.9 | 13.1 | 18.6 | 18.0 | 13.3 | 11.0 |
| Treynor Ratio | NA | 0.65 | 0.51 | 0.27 | 0.08 | 0.09 | NA | NA | 0.07 | 0.52 | -0.14 | 0.21 | -0.26 | 0.11 | 0.03 | 0.19 | -0.21 | 0.3 | 0.05 | -0.01 | -0.07 | 0.42 | 0.35 | -0.21 | 0.24 | 0.3 | -1.03 | -0.17 | 0.24 | 0.18 | 0.27 | 0.66 | -0.01 | -0.09 | -0.15 | 1.84 |
| Alpha | NA | 0.08 | 0.05 | 0.03 | 0.01 | 0.01 | NA | NA | 0.01 | 0.07 | 0.0 | 0.02 | -0.04 | 0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.02 | 0.0 | 0.05 | 0.04 | -0.02 | 0.05 | 0.01 | -0.18 | -0.06 | 0.0 | 0.01 | 0.03 | 0.06 | 0.04 | 0.02 | -0.01 | 0.15 |
| Beta | NA | 0.63 | 0.63 | 0.63 | 0.68 | 0.79 | NA | NA | 0.71 | 0.45 | 0.5 | 0.79 | 0.71 | 0.77 | 0.91 | 0.9 | 0.67 | 0.83 | 0.9 | 0.77 | 0.72 | 0.67 | 0.78 | 0.75 | 0.87 | 0.77 | 0.52 | 0.6 | 0.88 | 0.68 | 0.89 | 0.72 | 0.74 | 0.62 | 0.74 | 0.52 |
| RSquared | NA | 0.32 | 0.37 | 0.43 | 0.53 | 0.62 | NA | NA | 0.54 | 0.47 | 0.39 | 0.64 | 0.64 | 0.65 | 0.74 | 0.72 | 0.55 | 0.58 | 0.69 | 0.7 | 0.58 | 0.54 | 0.74 | 0.72 | 0.68 | 0.42 | 0.39 | 0.41 | 0.61 | 0.47 | 0.75 | 0.71 | 0.62 | 0.45 | 0.45 | 0.19 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.6 | 2.4 | 2.7 | 1.5 | 1.5 | 2.0 | 1.8 | 1.3 | 1.2 | 1.4 | 2.0 | 1.3 | 1.1 | 1.0 | 0.7 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 | 1.0 | 0.3 | 0.0 | 3.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 210.4 | 5.4 | 45.0 | 7.5 | -23.3 | 29.7 | 20.3 | 34.7 | -10.3 | -33.9 | 43.9 | 50.6 | 39.7 | 13.7 | -50.2 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 84.9 | 196.6 | 2800.0 | -99.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1998
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