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Pear Tree Polaris Small Cap Fund Ordinary Shares: (MF: USBNX)

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

$26.60 USD

-0.02 (-0.08%)

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 6.06 62
3 months 8.59 29
6 months 7.95 66
1 Year 15.29 63
3 Year 9.93 66
5 Year 8.32 25
10 Year 9.31 82

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 154.11
Bear Market (10/07 - 2/09) -61.27
Bull Market (2/09 - 3/21) 528.35

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.85
5 Year 9.49
10 Year 7.81
Since Inception 9.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.81 3.80 4.51 3.24
2024 7.05 -4.66 9.16 -2.45
2023 -0.26 2.05 -0.12 11.00
2022 -2.03 -10.45 -4.80 13.63
2021 18.28 1.96 -2.21 5.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.068.858.6812.83-5.1024.22-4.7723.48-10.886.4320.88
% Total Return Rel to Index 4.42-9.36-16.33-13.4013.10-4.45-23.17-8.00-6.49-15.368.95
% Total Return Rel to Peer 1.231.55-3.23-3.2414.414.91-23.77-1.95-0.11-9.164.93
% Perf Quintile vs Peer* 2.003.000.004.001.003.005.004.003.005.002.00
% Dividends 0.000.210.100.220.100.150.150.130.010.040.14
% Yield 0.000.710.350.710.390.510.640.490.040.140.53
Capital Gains ($) 0.003.550.780.002.202.050.001.801.791.580.16
Expense Ratio 0.001.331.361.351.331.371.351.341.351.351.35

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