QUSIX vs. PURZX
QUSIX (Pear Tree Polaris Foreign Value Small Cap Fund) and PURZX (PGIM Global Real Estate Fund) are both mutual funds - QUSIX is a Foreign Small & Mid Cap Equities fund managed by Pear Tree Funds, while PURZX is a REIT fund managed by PGIM. Over the past 10 years, QUSIX returned 8.27%/yr vs 4.49%/yr for PURZX. At a 0.44 correlation, their price movements are largely independent. QUSIX charges 1.05%/yr vs 0.93%/yr for PURZX.
Performance
QUSIX vs. PURZX - Performance Comparison
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Returns By Period
In the year-to-date period, QUSIX achieves a 2.57% return, which is significantly lower than PURZX's 10.30% return. Over the past 10 years, QUSIX has outperformed PURZX with an annualized return of 8.27%, while PURZX has yielded a comparatively lower 4.49% annualized return.
QUSIX
- 1D
- -0.53%
- 1M
- -0.74%
- YTD
- 2.57%
- 6M
- 3.19%
- 1Y
- 9.52%
- 3Y*
- 12.54%
- 5Y*
- 4.80%
- 10Y*
- 8.27%
PURZX
- 1D
- 0.81%
- 1M
- -0.53%
- YTD
- 10.30%
- 6M
- 10.40%
- 1Y
- 12.60%
- 3Y*
- 11.84%
- 5Y*
- 2.14%
- 10Y*
- 4.49%
QUSIX vs. PURZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.57% | 26.42% | -1.98% | 21.28% | -17.13% | 15.56% | 6.67% | 20.71% | -18.81% | 33.46% |
PURZX PGIM Global Real Estate Fund | 10.30% | 9.22% | 3.64% | 11.24% | -26.73% | 27.91% | -4.39% | 20.60% | -5.32% | 10.36% |
Correlation
The correlation between QUSIX and PURZX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.44 |
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Return for Risk
QUSIX vs. PURZX — Risk / Return Rank
QUSIX
PURZX
QUSIX vs. PURZX - 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 PGIM Global Real Estate Fund (PURZX). 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 | PURZX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.39 | -0.60 |
| Martin ratioReturn relative to average drawdown | 2.12 | 5.04 | -2.92 |
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Drawdowns
QUSIX vs. PURZX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, smaller than the maximum PURZX drawdown of -69.49%. Use the drawdown chart below to compare losses from any high point for QUSIX and PURZX.
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Drawdown Indicators
| QUSIX | PURZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -69.49% | +26.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -10.16% | -1.93% |
Max Drawdown (3Y)Largest decline over 3 years | -14.33% | -18.57% | +4.24% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -34.80% | +2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -41.05% | -1.82% |
Current DrawdownCurrent decline from peak | -6.34% | -2.30% | -4.04% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -11.97% | +3.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 2.79% | +1.70% |
Volatility
QUSIX vs. PURZX - Volatility Comparison
The current volatility for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) is 3.52%, while PGIM Global Real Estate Fund (PURZX) has a volatility of 4.05%. This indicates that QUSIX experiences smaller price fluctuations and is considered to be less risky than PURZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | PURZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 4.05% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 9.55% | +0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.86% | 12.44% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 16.35% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.32% | 17.30% | -2.98% |
QUSIX vs. PURZX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is higher than PURZX's 0.93% expense ratio.
Dividends
QUSIX vs. PURZX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 2.85%, more than PURZX's 2.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PURZX PGIM Global Real Estate Fund | 2.71% | 2.85% | 2.68% | 2.27% | 2.22% | 16.92% | 1.71% | 10.18% | 4.22% | 3.93% | 4.67% | 3.45% |
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.85% | 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 PURZX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PURZX has higher volatility (4.05%) compared to QUSIX (3.52%). In terms of maximum drawdown, QUSIX dropped -42.87% vs PURZX's -69.49%.
PURZX currently has the higher Sharpe Ratio (1.14 vs 0.75), 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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