Nasdaq - Delayed Quote USD

Pear Tree Polaris Foreign Value Instl (QFVIX)

25.41
+0.17
+(0.67%)
As of 8:09:25 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 12.88%
5y Average Return 11.81%
Number of Years Up 16
Number of Years Down 10
Best 1Y Total Return (May 19, 2025) 27.92%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 27.92%
Worst 3Y Total Return -2.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QFVIX
Category
YTD
7.92%
11.56%
1-Month
2.33%
-2.20%
3-Month
3.70%
4.11%
1-Year
5.66%
35.63%
3-Year
6.35%
5.74%
5-Year
10.40%
8.25%
10-Year
4.02%
4.29%
Last Bull Market
1.07%
13.65%
Last Bear Market
-15.01%
-23.43%

Annual Total Return (%) History

Year
QFVIX
Category
2025
--
--
2024
-0.35%
--
2023
20.34%
--
2022
-16.81%
--
2021
8.75%
--
2020
3.10%
0.88%
2019
18.30%
17.80%
2018
-12.93%
-15.44%

2017
25.69%
22.08%
2016
4.78%
3.34%
2015
-0.37%
-3.10%
2014
-5.00%
-6.32%
2013
27.92%
20.81%
2012
27.24%
16.21%
2011
-15.35%
-12.77%
2010
20.34%
7.48%
2009
57.99%
30.33%
2008
-52.27%
-42.41%
2007
-1.57%
9.01%
2006
31.33%
25.98%
2005
15.65%
13.19%
2004
28.64%
21.99%
2003
48.79%
39.07%
2002
0.31%
-12.37%
2001
-3.19%
-15.98%
2000
-7.06%
-6.76%
1999
13.92%
30.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.46% -- -- --
2024 3.39% 0.17% 5.84% -9.09%
2023 8.09% 1.89% -2.18% 11.71%
2022 -5.60% -15.01% -11.87% 17.66%
2021 8.65% 1.40% -2.11% 0.84%
2020 -33.09% 17.46% 3.11% 27.24%
2019 9.17% 1.79% -2.70% 9.42%
2018 -1.81% 0.97% 1.69% -13.64%
2017 7.55% 6.13% 5.03% 4.85%
2016 -0.99% -6.59% 13.16% 0.12%

2015 6.14% 1.12% -11.06% 4.37%
2014 3.19% 1.96% -7.69% -2.19%
2013 6.75% -0.51% 8.96% 10.54%
2012 16.10% -5.94% 10.37% 5.57%
2011 4.93% -0.07% -19.84% 0.70%
2010 5.69% -12.61% 18.47% 9.97%
2009 -9.18% 36.48% 26.83% 0.50%
2008 -1.96% -12.56% -24.27% -26.47%
2007 5.46% 2.67% -1.85% -7.38%
2006 13.18% -1.70% 3.71% 13.82%
2005 3.10% -2.38% 10.13% 4.34%
2004 9.29% 0.22% 3.61% 13.35%
2003 -7.12% 22.61% 12.92% 15.71%
2002 14.37% -2.27% -17.39% 8.63%
2001 -1.36% 2.65% -18.07% 16.71%
2000 -4.33% 3.31% -7.37% 1.51%
1999 -3.01% 12.31% -3.72% 8.63%

Rank in Category (By Total Return)

YTD 95
1-Month 78
3-Month 97
1-Year 96
3-Year 99
5-Year 82

Load Adjusted Returns

1-Year 5.66%
3-Year 6.35%
5-Year 10.40%
10-Year 4.02%

Performance & Risk

YTD Return 12.88%
5y Average Return 11.81%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Pear Tree Funds
Net Assets 1.91B
YTD Return 7.92%
Yield 2.28%
Morningstar Rating
Inception Date Dec 18, 1998

Fund Summary

Normally, the fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets.

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