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Pear Tree Polaris Fgn Val Sm Cap R6 (QUSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.59+0.19 (+1.67%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.95%
5-year average return7.15%
Number of years up4
Number of years down2
Best 1-yr total return (2 July 2024)21.28%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return21.28%
Worst 3-yr total return0.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQUSRXCategory
YTD1.88%14.60%
1-month-4.70%-1.66%
3-month0.18%5.70%
1-year11.72%46.89%
3-year0.54%6.61%
5-year6.87%9.96%
10-year4.77%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%0.18%N/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)

YTD68
1-month91
3-month56
1-year58
3-year65
5-year46

Load adjusted returns

1-year11.72%
3-year0.54%
5-year6.87%
10-year4.77%