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Pear Tree Polaris Fgn Val Sm Cap Instl (QUSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.71-0.04 (-0.25%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.19%
5-year average return5.99%
Number of years up11
Number of years down4
Best 1-yr total return (23 Apr 2024)83.43%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return83.43%
Worst 3-yr total return0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQUSIXCategory
YTD1.79%14.60%
1-month5.07%-1.66%
3-month1.79%5.70%
1-year15.20%46.89%
3-year2.03%6.61%
5-year6.78%9.96%
10-year5.06%6.46%
Last bull market50.88%14.17%
Last bear market-14.14%-22.90%

Annual total return (%) history

Year
QUSIXCategory
2024
N/AN/A
2023
21.29%N/A
2022
-17.30%N/A
2021
15.56%N/A
2020
6.66%8.61%
2019
20.71%19.18%
2018
-18.77%-19.13%
2017
33.43%27.52%
2016
2.75%4.24%
2015
-1.27%2.27%
2014
6.85%-6.56%
2013
25.20%25.71%
2012
27.52%21.38%
2011
-19.86%-15.99%
2010
21.00%21.00%
2009
83.43%44.06%
2008
N/A-47.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.79%N/AN/AN/A
20237.16%3.24%-1.84%11.69%
2022-6.08%-14.14%-11.00%15.22%
202111.08%4.72%-2.25%1.64%
2020-30.58%18.35%5.53%23.01%
20199.44%-0.07%-1.77%12.38%
2018-2.37%-1.92%-2.15%-13.31%
201710.82%6.99%8.37%3.85%
2016-1.95%-2.24%8.64%-1.34%
20154.86%4.19%-12.99%3.86%
20148.92%3.18%-5.22%0.31%
20137.24%-1.81%7.46%10.64%
201215.33%-5.98%8.95%7.95%
20110.45%0.89%-19.10%-2.25%
20107.18%-8.74%16.17%6.49%
2009-8.37%53.94%25.34%3.75%
2008-21.77%-28.43%N/AN/A

Rank in category (by total return)

YTD70
1-month25
3-month70
1-year36
3-year74
5-year53

Load adjusted returns

1-year15.20%
3-year2.03%
5-year6.78%
10-year5.06%