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Pear Tree Polaris Foreign Value R6 (QFVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.500.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return4.57%
Number of years up4
Number of years down2
Best 1-yr total return (25 Jun 2024)20.44%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return20.44%
Worst 3-yr total return-2.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQFVRXCategory
YTD5.57%11.56%
1-month3.70%-2.20%
3-month5.19%4.11%
1-year21.03%35.63%
3-year0.37%5.74%
5-year6.12%8.25%
10-year3.82%4.29%
Last bull market20.09%13.65%
Last bear market-14.97%-23.43%

Annual total return (%) history

Year
QFVRXCategory
2024
N/AN/A
2023
20.44%N/A
2022
-16.72%N/A
2021
8.84%N/A
2020
3.14%0.88%
2019
18.52%17.80%
2018
-12.93%-15.44%
2017
N/A22.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.41%N/AN/AN/A
20238.14%1.91%-2.15%11.69%
2022-5.62%-14.97%-11.84%17.72%
20218.65%1.45%-2.06%0.82%
2020-33.10%17.49%3.09%27.30%
20199.26%1.82%-2.78%9.57%
2018-1.77%0.94%1.70%-13.66%
20176.09%5.01%4.89%N/A

Rank in category (by total return)

YTD76
1-month86
3-month79
1-year49
3-year91
5-year83

Load adjusted returns

1-year21.03%
3-year0.37%
5-year6.12%
10-year3.82%