QUSIX vs. USBOX
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Pear Tree Quality Fund (USBOX).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985.
Performance
QUSIX vs. USBOX - Performance Comparison
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QUSIX vs. USBOX - 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% |
USBOX Pear Tree Quality Fund | -9.51% | 15.77% | 17.99% | 29.20% | -16.25% | 16.50% | 18.06% | 31.18% | -1.97% | 28.49% |
Returns By Period
In the year-to-date period, QUSIX achieves a -3.72% return, which is significantly higher than USBOX's -9.51% return. Over the past 10 years, QUSIX has underperformed USBOX with an annualized return of 7.43%, while USBOX has yielded a comparatively higher 12.17% annualized 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%
USBOX
- 1D
- -0.05%
- 1M
- -10.18%
- YTD
- -9.51%
- 6M
- -5.85%
- 1Y
- 5.61%
- 3Y*
- 13.58%
- 5Y*
- 7.72%
- 10Y*
- 12.17%
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QUSIX vs. USBOX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is lower than USBOX's 1.16% expense ratio.
Return for Risk
QUSIX vs. USBOX — Risk / Return Rank
QUSIX
USBOX
QUSIX vs. USBOX - 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 Quality Fund (USBOX). 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 | USBOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.39 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.67 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.09 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.28 | +0.77 |
Martin ratioReturn relative to average drawdown | 3.32 | 1.08 | +2.24 |
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 | USBOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.39 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.49 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.72 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.45 | +0.31 |
Correlation
The correlation between QUSIX and USBOX is 0.40, 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. USBOX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 3.03%, less than USBOX's 32.24% 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% |
USBOX Pear Tree Quality Fund | 32.24% | 29.17% | 8.71% | 4.37% | 14.55% | 0.88% | 7.47% | 19.65% | 15.43% | 6.92% | 6.19% | 12.85% |
Drawdowns
QUSIX vs. USBOX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, smaller than the maximum USBOX drawdown of -65.67%. Use the drawdown chart below to compare losses from any high point for QUSIX and USBOX.
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Drawdown Indicators
| QUSIX | USBOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -65.67% | +22.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -12.76% | +0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -30.42% | -1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -30.42% | -12.45% |
Current DrawdownCurrent decline from peak | -12.09% | -12.76% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -17.17% | +8.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 3.26% | +0.54% |
Volatility
QUSIX vs. USBOX - Volatility Comparison
Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) has a higher volatility of 5.40% compared to Pear Tree Quality Fund (USBOX) at 4.65%. This indicates that QUSIX's price experiences larger fluctuations and is considered to be riskier than USBOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | USBOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 4.65% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 9.46% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 16.07% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 16.02% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.29% | 17.09% | -2.80% |