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Pear Tree Polaris Small Cap Fund Institutional Shares: (MF: QBNAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:28 PM ET

$34.63 USD

-0.03 (-0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.12 61
3 months 8.84 27
6 months 8.28 65
1 Year 15.88 60
3 Year 10.38 60
5 Year 8.75 21
10 Year 9.72 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 160.63
Bear Market (10/07 - 2/09) -61.19
Bull Market (2/09 - 3/21) 563.81

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.44
5 Year 9.92
10 Year 8.21
Since Inception 8.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.69 3.91 4.60 3.47
2024 7.14 -4.56 9.25 -2.37
2023 -0.17 2.12 -0.03 11.10
2022 -1.95 -10.37 -4.72 13.76
2021 18.36 2.07 -2.14 5.45

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.129.449.0713.23-4.7524.67-4.3623.88-10.526.7821.20
% Total Return Rel to Index 4.43-8.77-15.94-13.0113.45-4.00-22.77-7.61-6.13-15.019.27
% Total Return Rel to Peer 1.242.13-2.84-2.8414.765.36-23.36-1.550.25-8.815.25
% Perf Quintile vs Peer* 2.002.000.004.001.003.005.004.003.005.002.00
% Dividends 0.000.320.370.300.190.250.240.230.100.130.19
% Yield 0.000.841.050.870.610.730.830.740.360.390.63
Capital Gains ($) 0.003.650.780.002.202.050.001.801.791.580.16
Expense Ratio 0.000.961.000.980.961.000.980.960.981.101.10

* 1 = Top 20%, 5 = Bottom 20%