QUSIX vs. USBNX
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Pear Tree Polaris Small Cap Fund (USBNX).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. USBNX is managed by Pear Tree Funds. It was launched on Aug 3, 1992.
Performance
QUSIX vs. USBNX - Performance Comparison
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QUSIX vs. USBNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | -3.72% | 26.42% | -1.98% | 21.28% | -17.13% | 15.56% | 6.67% | 20.71% | -18.81% | 33.46% |
USBNX Pear Tree Polaris Small Cap Fund | 1.48% | 8.02% | 8.64% | 12.83% | -5.09% | 15.35% | -4.77% | 23.53% | -11.05% | 6.42% |
Returns By Period
In the year-to-date period, QUSIX achieves a -3.72% return, which is significantly lower than USBNX's 1.48% return. Both investments have delivered pretty close results over the past 10 years, with QUSIX having a 7.43% annualized return and USBNX not far behind at 7.19%.
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%
USBNX
- 1D
- -0.11%
- 1M
- -4.33%
- YTD
- 1.48%
- 6M
- 3.96%
- 1Y
- 12.79%
- 3Y*
- 10.45%
- 5Y*
- 4.46%
- 10Y*
- 7.19%
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QUSIX vs. USBNX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is lower than USBNX's 1.50% expense ratio.
Return for Risk
QUSIX vs. USBNX — Risk / Return Rank
QUSIX
USBNX
QUSIX vs. USBNX - 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 Pear Tree Polaris Small Cap Fund (USBNX). 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 | USBNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.69 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.12 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.92 | +0.12 |
Martin ratioReturn relative to average drawdown | 3.32 | 3.12 | +0.20 |
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 | USBNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.69 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.24 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.33 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.38 | +0.38 |
Correlation
The correlation between QUSIX and USBNX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
QUSIX vs. USBNX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 3.03%, less than USBNX's 13.61% 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% |
USBNX Pear Tree Polaris Small Cap Fund | 13.61% | 13.81% | 3.27% | 0.86% | 10.05% | 0.75% | 0.68% | 7.91% | 8.39% | 6.21% | 1.17% | 7.39% |
Drawdowns
QUSIX vs. USBNX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, smaller than the maximum USBNX drawdown of -64.40%. Use the drawdown chart below to compare losses from any high point for QUSIX and USBNX.
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Drawdown Indicators
| QUSIX | USBNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -64.40% | +21.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -12.27% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -26.01% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -46.96% | +4.09% |
Current DrawdownCurrent decline from peak | -12.09% | -7.74% | -4.35% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -13.70% | +5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.64% | +0.16% |
Volatility
QUSIX vs. USBNX - Volatility Comparison
Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) has a higher volatility of 5.40% compared to Pear Tree Polaris Small Cap Fund (USBNX) at 3.82%. This indicates that QUSIX's price experiences larger fluctuations and is considered to be riskier than USBNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | USBNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 3.82% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 10.27% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 19.15% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 18.89% | -4.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.29% | 21.68% | -7.39% |