QISIX vs. FIXIX
Compare and contrast key facts about Pear Tree Polaris International Opportunities Fund (QISIX) and Fidelity Advisor International Small Cap Fund Class I (FIXIX).
QISIX is managed by Pear Tree Funds. It was launched on Jan 28, 2019. FIXIX is managed by Fidelity. It was launched on May 27, 2003.
Performance
QISIX vs. FIXIX - Performance Comparison
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QISIX vs. FIXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | -2.49% | 18.14% | -5.09% | 16.38% | -19.17% | 3.48% | 13.72% | 18.84% |
FIXIX Fidelity Advisor International Small Cap Fund Class I | -2.51% | 24.65% | 0.02% | 19.63% | -16.66% | 13.44% | 9.97% | 14.63% |
Returns By Period
The year-to-date returns for both stocks are quite close, with QISIX having a -2.49% return and FIXIX slightly lower at -2.51%.
QISIX
- 1D
- -0.77%
- 1M
- -9.59%
- YTD
- -2.49%
- 6M
- -4.04%
- 1Y
- 11.49%
- 3Y*
- 5.28%
- 5Y*
- 0.39%
- 10Y*
- —
FIXIX
- 1D
- -0.30%
- 1M
- -10.41%
- YTD
- -2.51%
- 6M
- -0.82%
- 1Y
- 15.85%
- 3Y*
- 10.25%
- 5Y*
- 5.07%
- 10Y*
- 8.01%
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QISIX vs. FIXIX - Expense Ratio Comparison
QISIX has a 1.22% expense ratio, which is higher than FIXIX's 1.02% expense ratio.
Return for Risk
QISIX vs. FIXIX — Risk / Return Rank
QISIX
FIXIX
QISIX vs. FIXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris International Opportunities Fund (QISIX) and Fidelity Advisor International Small Cap Fund Class I (FIXIX). 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.
| QISIX | FIXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.10 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.46 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.22 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.26 | -0.51 |
Martin ratioReturn relative to average drawdown | 2.58 | 4.62 | -2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QISIX | FIXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.10 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.38 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.71 | -0.38 |
Correlation
The correlation between QISIX and FIXIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
QISIX vs. FIXIX - Dividend Comparison
QISIX's dividend yield for the trailing twelve months is around 1.94%, less than FIXIX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | 1.94% | 1.89% | 3.29% | 1.27% | 1.66% | 2.52% | 0.68% | 0.30% | 0.00% | 0.00% | 0.00% | 0.00% |
FIXIX Fidelity Advisor International Small Cap Fund Class I | 3.63% | 3.54% | 2.59% | 1.88% | 0.68% | 7.25% | 0.81% | 2.32% | 6.13% | 2.45% | 2.81% | 2.78% |
Drawdowns
QISIX vs. FIXIX - Drawdown Comparison
The maximum QISIX drawdown since its inception was -41.11%, smaller than the maximum FIXIX drawdown of -60.85%. Use the drawdown chart below to compare losses from any high point for QISIX and FIXIX.
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Drawdown Indicators
| QISIX | FIXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.11% | -60.85% | +19.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.48% | -10.73% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -37.79% | -31.05% | -6.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.82% | — |
Current DrawdownCurrent decline from peak | -9.78% | -10.41% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -12.35% | -10.63% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.94% | +0.27% |
Volatility
QISIX vs. FIXIX - Volatility Comparison
Pear Tree Polaris International Opportunities Fund (QISIX) and Fidelity Advisor International Small Cap Fund Class I (FIXIX) have volatilities of 5.98% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QISIX | FIXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.71% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 8.69% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.16% | 13.30% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 13.34% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 13.93% | +2.03% |