QISIX vs. WCFOX
QISIX (Pear Tree Polaris International Opportunities Fund) and WCFOX (WCM Focused International Opportunities Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 5 years, QISIX returned 2.59%/yr vs 4.13%/yr for WCFOX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. QISIX charges 1.22%/yr vs 1.50%/yr for WCFOX.
Performance
QISIX vs. WCFOX - Performance Comparison
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Returns By Period
In the year-to-date period, QISIX achieves a 15.79% return, which is significantly higher than WCFOX's 9.66% return.
QISIX
- 1D
- 0.66%
- 1M
- -3.22%
- 6M
- 11.33%
- YTD
- 15.79%
- 1Y
- 20.54%
- 3Y*
- 10.13%
- 5Y*
- 2.59%
- 10Y*
- —
- ALL TIME*
- 7.42%
WCFOX
- 1D
- 3.83%
- 1M
- -4.48%
- 6M
- 3.38%
- YTD
- 9.66%
- 1Y
- 16.07%
- 3Y*
- 17.67%
- 5Y*
- 4.13%
- 10Y*
- —
- ALL TIME*
- 5.69%
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 |
QISIX vs. WCFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | 15.79% | 18.14% | -5.09% | 16.38% | -19.17% | -3.87% |
WCFOX WCM Focused International Opportunities Fund | 9.66% | 31.45% | 6.14% | 25.65% | -35.42% | 7.30% |
Correlation
The correlation between QISIX and WCFOX is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.60 |
Correlation (All Time) Calculated using the full available price history since May 25, 2021 | 0.60 |
The correlation between QISIX and WCFOX shifts across timeframes, from 0.47 (1 year) to 0.60 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
QISIX vs. WCFOX — Risk / Return Rank
QISIX
WCFOX
QISIX vs. WCFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris International Opportunities Fund (QISIX) and WCM Focused International Opportunities Fund (WCFOX). 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.
| QISIX | WCFOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.99 | +0.81 |
| Martin ratioReturn relative to average drawdown | 5.67 | 3.10 | +2.57 |
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Drawdowns
QISIX vs. WCFOX - Drawdown Comparison
The maximum QISIX drawdown since its inception was -41.11%, smaller than the maximum WCFOX drawdown of -49.83%. Use the drawdown chart below to compare losses from any high point for QISIX and WCFOX.
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Drawdown Indicators
| QISIX | WCFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.11% | -49.83% | +8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.48% | -15.13% | +4.65% |
Max Drawdown (3Y)Largest decline over 3 years | -15.47% | -19.34% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -37.79% | -49.83% | +12.04% |
Current DrawdownCurrent decline from peak | -4.66% | -8.33% | +3.67% |
Average DrawdownAverage peak-to-trough decline | -11.89% | -21.16% | +9.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 4.82% | -1.50% |
Volatility
QISIX vs. WCFOX - Volatility Comparison
The current volatility for Pear Tree Polaris International Opportunities Fund (QISIX) is 3.39%, while WCM Focused International Opportunities Fund (WCFOX) has a volatility of 8.09%. This indicates that QISIX experiences smaller price fluctuations and is considered to be less risky than WCFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QISIX | WCFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 8.09% | -4.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 20.03% | -7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.04% | 22.30% | -8.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.06% | 21.91% | -6.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.02% | 21.68% | -5.66% |
QISIX vs. WCFOX - Expense Ratio Comparison
QISIX has a 1.22% expense ratio, which is lower than WCFOX's 1.50% expense ratio.
Dividends
QISIX vs. WCFOX - Dividend Comparison
QISIX's dividend yield for the trailing twelve months is around 1.63%, more than WCFOX's 0.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
QISIX Pear Tree Polaris International Opportunities Fund | 1.63% | 1.89% | 3.29% | 1.27% | 1.66% | 2.52% | 0.68% | 0.30% |
WCFOX WCM Focused International Opportunities Fund | 0.30% | 0.33% | 3.57% | 0.24% | 0.00% | 0.12% | 0.00% | 0.00% |
Frequently Asked Questions
QISIX and WCFOX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WCFOX has higher volatility (8.09%) compared to QISIX (3.39%). In terms of maximum drawdown, QISIX dropped -41.11% vs WCFOX's -49.83%.
QISIX currently has the higher Sharpe Ratio (1.34 vs 0.67), 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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