Nasdaq - Delayed Quote USD
Pear Tree Polaris Fgn Val Sm Cap R6 (QUSRX)
11.98
+0.08
+(0.67%)
At close: 8:09:27 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.08% |
| 5y Average Return | 13.20% |
| Number of Years Up | 4 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 15, 2025) | 21.28% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 21.28% |
| Worst 3Y Total Return | -0.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QUSRX
Category
- YTD
- 10.63%
- 14.60%
- 1-Month
- 5.29%
- -1.66%
- 3-Month
- 7.74%
- 5.70%
- 1-Year
- 7.39%
- 46.89%
- 3-Year
- 7.16%
- 6.61%
- 5-Year
- 11.96%
- 9.96%
- 10-Year
- 4.97%
- 6.46%
- Last Bull Market
- -1.51%
- 14.17%
- Last Bear Market
- -14.14%
- -22.90%
Annual Total Return (%) History
Year
QUSRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 5.08% | -- | -- | -- |
| 2024 | 1.70% | 0.18% | 6.25% | -9.45% |
| 2023 | 7.14% | 3.23% | -1.90% | 11.78% |
| 2022 | -6.11% | -14.14% | -11.01% | 15.33% |
| 2021 | 11.11% | 4.75% | -2.27% | 1.71% |
| 2020 | -30.60% | 18.46% | 5.49% | 23.08% |
| 2019 | 9.51% | -0.10% | -1.76% | 12.37% |
| 2018 | -2.44% | -1.83% | -2.12% | -13.40% |
| 2017 | 6.96% | 8.44% | 3.89% | -- |
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 15 |
| 3-Month | 58 |
| 1-Year | 90 |
| 3-Year | 76 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | 7.39% |
| 3-Year | 7.16% |
| 5-Year | 11.96% |
| 10-Year | 4.97% |
Performance & Risk
| YTD Return | 14.08% |
| 5y Average Return | 13.20% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Small/Mid Value |
| Fund Family | Pear Tree Funds |
| Net Assets | 709.66M |
| YTD Return | 10.63% |
| Yield | 4.28% |
| Morningstar Rating | |
| Inception Date | May 01, 2008 |
Fund Summary
Under normal market conditions, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations and/or future cash flows.
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