POIIX vs. QFVOX
POIIX (Polen International Growth Fund) and QFVOX (Pear Tree Polaris Foreign Value Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, POIIX returned -3.72%/yr vs 11.83%/yr for QFVOX. Their 0.55 correlation means they have sometimes moved together and sometimes differently. POIIX charges 1.03%/yr vs 1.40%/yr for QFVOX.
Performance
POIIX vs. QFVOX - Performance Comparison
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Returns By Period
In the year-to-date period, POIIX achieves a -4.84% return, which is significantly lower than QFVOX's 21.28% return.
POIIX
- 1D
- 3.44%
- 1M
- 0.41%
- 6M
- -6.00%
- YTD
- -4.84%
- 1Y
- -5.23%
- 3Y*
- -0.99%
- 5Y*
- -3.72%
- 10Y*
- —
- ALL TIME*
- 4.30%
QFVOX
- 1D
- 1.71%
- 1M
- 3.79%
- 6M
- 13.92%
- YTD
- 21.28%
- 1Y
- 39.79%
- 3Y*
- 19.09%
- 5Y*
- 11.83%
- 10Y*
- 10.51%
- ALL TIME*
- 7.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
POIIX vs. QFVOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | -4.84% | -0.72% | -3.77% | 27.81% | -29.90% | 5.62% | 9.80% | 25.88% | -5.85% | 33.67% |
QFVOX Pear Tree Polaris Foreign Value Fund | 21.28% | 33.85% | -0.70% | 19.88% | -17.14% | 19.44% | 2.65% | 17.93% | -13.28% | 25.24% |
Correlation
The correlation between POIIX and QFVOX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.55 |
Over the past year, the correlation between POIIX and QFVOX has dropped to 0.34 - well below their long-term average of 0.55, suggesting their price drivers have been diverging.
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Return for Risk
POIIX vs. QFVOX — Risk / Return Rank
POIIX
QFVOX
POIIX vs. QFVOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Pear Tree Polaris Foreign Value Fund (QFVOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POIIX | QFVOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -3.91 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 1.47 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 3.54 | -3.96 |
| Martin ratioReturn relative to average drawdown | -0.89 | 12.57 | -13.46 |
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Drawdowns
POIIX vs. QFVOX - Drawdown Comparison
The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum QFVOX drawdown of -70.51%. Use the drawdown chart below to compare losses from any high point for POIIX and QFVOX.
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Drawdown Indicators
| POIIX | QFVOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.81% | -70.51% | +31.70% |
Max Drawdown (1Y)Largest decline over 1 year | -21.49% | -11.02% | -10.47% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -14.92% | -10.53% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -32.90% | -5.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.52% | — |
Current DrawdownCurrent decline from peak | -19.73% | 0.00% | -19.73% |
Average DrawdownAverage peak-to-trough decline | -10.29% | -15.22% | +4.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.69% | 3.09% | +7.60% |
Volatility
POIIX vs. QFVOX - Volatility Comparison
Polen International Growth Fund (POIIX) has a higher volatility of 5.98% compared to Pear Tree Polaris Foreign Value Fund (QFVOX) at 4.42%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than QFVOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POIIX | QFVOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 4.42% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 17.15% | 13.92% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.93% | 15.51% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.22% | 15.59% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 16.37% | +2.38% |
POIIX vs. QFVOX - Expense Ratio Comparison
POIIX has a 1.03% expense ratio, which is lower than QFVOX's 1.40% expense ratio.
Dividends
POIIX vs. QFVOX - Dividend Comparison
POIIX's dividend yield for the trailing twelve months is around 0.05%, less than QFVOX's 4.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POIIX Polen International Growth Fund | 0.05% | 0.05% | 0.45% | 0.32% | 0.00% | 0.00% | 0.00% | 0.01% | 0.11% | 0.64% | 0.00% | 0.00% |
QFVOX Pear Tree Polaris Foreign Value Fund | 4.66% | 5.66% | 1.95% | 1.88% | 1.43% | 10.11% | 1.58% | 1.14% | 0.98% | 0.60% | 1.02% | 1.58% |
Frequently Asked Questions
POIIX and QFVOX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POIIX has higher volatility (5.98%) compared to QFVOX (4.42%). In terms of maximum drawdown, POIIX dropped -38.81% vs QFVOX's -70.51%.
QFVOX currently has the higher Sharpe Ratio (2.52 vs -0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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