Nasdaq - Delayed Quote USD
Pear Tree Polaris Small Cap Instl (QBNAX)
31.18
-0.02
(-0.06%)
As of 8:09:23 AM EDT. Market Open.
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, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets (determined at the time of investment) in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts (“ADRs”) and foreign securities traded on U.S. exchanges.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.61% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 9 |
Performance & Risk
| YTD Return | -8.61% |
| 5y Average Return | 13.80% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QBNAX | Category Average | QBNAX | Category Average | QBNAX | Category Average | |
| Alpha | -2.69 | -0.12 | 0.13 | -0.08 | -5.62 | -0.07 |
| BETA | 0.95 | 0.01 | 0.92 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.6 | 0.01 | 1.45 | 0.01 | 0.69 | 0.01 |
| R-squared | 62.98 | 0.78 | 60.33 | 0.72 | 67.51 | 0.73 |
| Standard Deviation | 20.59 | 0.28 | 19.98 | 0.23 | 20.27 | 0.2 |
| Sharpe Ratio | 0.13 | 0 | 0.73 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | 0.72 | 0.06 | 15.11 | 0.09 | 4.11 | 0.08 |
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