QUSIX vs. OPGIX
QUSIX (Pear Tree Polaris Foreign Value Small Cap Fund) and OPGIX (Invesco Global Opportunities Fund Class A) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, QUSIX returned 8.28%/yr vs 5.76%/yr for OPGIX. Their 0.50 correlation means their historical movements had little consistent relationship. QUSIX charges 1.05%/yr vs 1.04%/yr for OPGIX.
Performance
QUSIX vs. OPGIX - Performance Comparison
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Returns By Period
In the year-to-date period, QUSIX achieves a 7.22% return, which is significantly lower than OPGIX's 11.91% return. Over the past 10 years, QUSIX has outperformed OPGIX with an annualized return of 8.28%, while OPGIX has yielded a comparatively lower 5.76% annualized return.
QUSIX
- 1D
- 0.05%
- 1M
- 3.92%
- 6M
- 2.78%
- YTD
- 7.22%
- 1Y
- 11.51%
- 3Y*
- 11.92%
- 5Y*
- 5.56%
- 10Y*
- 8.28%
- ALL TIME*
- 11.22%
OPGIX
- 1D
- -0.41%
- 1M
- 0.04%
- 6M
- 7.38%
- YTD
- 11.91%
- 1Y
- 14.82%
- 3Y*
- 2.76%
- 5Y*
- -6.41%
- 10Y*
- 5.76%
- ALL TIME*
- 9.81%
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 |
QUSIX vs. OPGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 7.22% | 26.42% | -1.98% | 21.28% | -17.13% | 15.56% | 6.67% | 20.71% | -18.81% | 33.46% |
OPGIX Invesco Global Opportunities Fund Class A | 11.91% | 7.12% | -7.47% | 17.34% | -41.63% | 0.02% | 39.82% | 27.74% | -18.26% | 52.59% |
Correlation
The correlation between QUSIX and OPGIX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.50 |
The correlation between QUSIX and OPGIX has been stable across timeframes, ranging from 0.45 to 0.54 - a consistent structural relationship.
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Return for Risk
QUSIX vs. OPGIX — Risk / Return Rank
QUSIX
OPGIX
QUSIX vs. OPGIX - 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 Invesco Global Opportunities Fund Class A (OPGIX). 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.
| QUSIX | OPGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.57 | -0.68 |
| Martin ratioReturn relative to average drawdown | 2.22 | 5.38 | -3.15 |
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Drawdowns
QUSIX vs. OPGIX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, smaller than the maximum OPGIX drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for QUSIX and OPGIX.
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Drawdown Indicators
| QUSIX | OPGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -62.57% | +19.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -10.08% | -2.01% |
Max Drawdown (3Y)Largest decline over 3 years | -14.33% | -23.34% | +9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -52.49% | +20.28% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -54.65% | +11.78% |
Current DrawdownCurrent decline from peak | -2.10% | -33.74% | +31.64% |
Average DrawdownAverage peak-to-trough decline | -8.48% | -15.81% | +7.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 2.83% | +2.00% |
Volatility
QUSIX vs. OPGIX - Volatility Comparison
The current volatility for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) is 2.92%, while Invesco Global Opportunities Fund Class A (OPGIX) has a volatility of 4.91%. This indicates that QUSIX experiences smaller price fluctuations and is considered to be less risky than OPGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | OPGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 4.91% | -1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 14.32% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.81% | 18.20% | -5.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.36% | 22.71% | -8.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.08% | 22.42% | -8.34% |
QUSIX vs. OPGIX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is higher than OPGIX's 1.04% expense ratio.
Dividends
QUSIX vs. OPGIX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 2.72%, more than OPGIX's 0.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPGIX Invesco Global Opportunities Fund Class A | 0.10% | 0.11% | 0.01% | 0.00% | 0.00% | 5.29% | 8.95% | 6.16% | 10.87% | 2.32% | 7.86% | 0.66% |
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.72% | 2.92% | 3.28% | 2.48% | 4.90% | 2.43% | 3.89% | 2.96% | 5.09% | 3.00% | 2.06% | 2.20% |
Frequently Asked Questions
QUSIX and OPGIX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPGIX has higher volatility (4.91%) compared to QUSIX (2.92%). In terms of maximum drawdown, QUSIX dropped -42.87% vs OPGIX's -62.57%.
OPGIX currently has the higher Sharpe Ratio (0.87 vs 0.84), 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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