QUSIX vs. HRIOX
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Hood River International Opportunity Fund (HRIOX).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. HRIOX is managed by Hood River Capital Management. It was launched on Sep 27, 2021.
Performance
QUSIX vs. HRIOX - Performance Comparison
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QUSIX vs. HRIOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | -3.72% | 26.42% | -1.98% | 21.28% | -17.13% | 2.42% |
HRIOX Hood River International Opportunity Fund | 6.18% | 43.32% | 20.19% | 30.74% | -25.86% | 2.01% |
Returns By Period
In the year-to-date period, QUSIX achieves a -3.72% return, which is significantly lower than HRIOX's 6.18% return.
QUSIX
- 1D
- -0.45%
- 1M
- -12.04%
- YTD
- -3.72%
- 6M
- -4.06%
- 1Y
- 15.88%
- 3Y*
- 10.53%
- 5Y*
- 4.52%
- 10Y*
- 7.43%
HRIOX
- 1D
- -2.32%
- 1M
- -13.38%
- YTD
- 6.18%
- 6M
- 13.19%
- 1Y
- 71.03%
- 3Y*
- 30.42%
- 5Y*
- —
- 10Y*
- —
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QUSIX vs. HRIOX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is lower than HRIOX's 1.50% expense ratio.
Return for Risk
QUSIX vs. HRIOX — Risk / Return Rank
QUSIX
HRIOX
QUSIX vs. HRIOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Hood River International Opportunity Fund (HRIOX). 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.
| QUSIX | HRIOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 2.89 | -1.90 |
Sortino ratioReturn per unit of downside risk | 1.36 | 3.52 | -2.15 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.50 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 4.81 | -3.76 |
Martin ratioReturn relative to average drawdown | 3.32 | 19.64 | -16.32 |
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
| QUSIX | HRIOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.89 | -1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.68 | +0.08 |
Correlation
The correlation between QUSIX and HRIOX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
QUSIX vs. HRIOX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 3.03%, less than HRIOX's 5.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 3.03% | 2.92% | 3.28% | 2.48% | 4.90% | 2.43% | 3.89% | 2.96% | 5.09% | 3.00% | 2.06% | 2.20% |
HRIOX Hood River International Opportunity Fund | 5.54% | 5.88% | 0.16% | 1.44% | 0.00% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
QUSIX vs. HRIOX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, which is greater than HRIOX's maximum drawdown of -38.76%. Use the drawdown chart below to compare losses from any high point for QUSIX and HRIOX.
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Drawdown Indicators
| QUSIX | HRIOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -38.76% | -4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -13.78% | +1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | — | — |
Current DrawdownCurrent decline from peak | -12.09% | -13.78% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -12.72% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.37% | +0.43% |
Volatility
QUSIX vs. HRIOX - Volatility Comparison
The current volatility for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) is 5.40%, while Hood River International Opportunity Fund (HRIOX) has a volatility of 9.83%. This indicates that QUSIX experiences smaller price fluctuations and is considered to be less risky than HRIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | HRIOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 9.83% | -4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 17.85% | -8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 24.37% | -9.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 20.76% | -6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.29% | 20.76% | -6.47% |