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Pear Tree Polaris Foreign Value Fund Ordinary Shares: (MF: QFVOX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$24.82 USD

-0.04 (-0.16%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 9.30 66
3 months 3.78 57
6 months 9.02 50
1 Year 19.26 26
3 Year 2.20 33
5 Year 6.50 62
10 Year 4.19 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 244.67
Bear Market (10/07 - 2/09) -63.87
Bull Market (2/09 - 3/21) 363.41

Load Adjusted Returns as of Aug 31, 2024

1 Year 12.78
5 Year 3.98
10 Year 3.21
Since Inception 5.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.29 0.12 NA NA
2023 7.99 1.79 -2.27 11.59
2022 -5.65 -15.07 -11.99 17.58
2021 8.56 1.31 -2.19 0.71
2020 -33.16 17.33 2.98 27.11
2019 9.08 1.68 -2.79 9.36

Annual Return

20242023202220212020201920182017201620152014
% Total Return 9.3019.88-17.098.352.6517.92-13.2625.244.54-0.67-5.23
% Total Return Rel to Index -3.111.02-0.61-9.01-2.78-0.502.873.436.422.602.10
% Total Return Rel to Peer -0.935.062.621.92-12.07-4.412.76-3.681.793.88-0.57
% Perf Quintile vs Peer* 0.001.002.003.005.005.002.004.002.002.003.00
% Dividends 0.000.430.290.230.350.250.100.130.180.270.20
% Yield 0.001.781.430.931.501.070.540.560.961.491.08
Capital Gains ($) 0.000.000.000.000.000.000.080.000.000.000.00
Expense Ratio 1.411.421.401.401.401.411.411.531.521.521.54

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