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Pear Tree Polaris Foreign Value Instl (QFVIX)

25.24
+0.17
+(0.68%)
At close: 8:09:27 AM EDT

Fund Summary

Normally, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.92%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 10

Performance & Risk

YTD Return 11.54%
5y Average Return 12.60%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
QFVIXCategory AverageQFVIXCategory AverageQFVIXCategory Average
Alpha -1.57 -0.04 -0.29 -0.03 -0.81 -0.01
BETA 1.06 0.01 1.13 0.01 1.14 0.01
Mean Annual Return 0.64 0.01 0.96 0.01 0.46 0
R-squared 92.51 0.92 89 0.91 89.54 0.9
Standard Deviation 17.44 0.2 18.14 0.17 17.94 0.16
Sharpe Ratio 0.18 0 0.48 0 0.2 0
Treynor Ratio 1.54 0.04 6.67 0.07 1.77 0.04

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