RYIPX vs. QUSIX
RYIPX (Royce International Premier Fund) and QUSIX (Pear Tree Polaris Foreign Value Small Cap Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, RYIPX returned 4.37%/yr vs 8.26%/yr for QUSIX. Their 0.68 correlation means they have sometimes moved together and sometimes differently. RYIPX charges 1.44%/yr vs 1.05%/yr for QUSIX.
Performance
RYIPX vs. QUSIX - Performance Comparison
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Returns By Period
In the year-to-date period, RYIPX achieves a 1.70% return, which is significantly lower than QUSIX's 7.17% return. Over the past 10 years, RYIPX has underperformed QUSIX with an annualized return of 4.37%, while QUSIX has yielded a comparatively higher 8.26% annualized return.
RYIPX
- 1D
- 2.17%
- 1M
- -0.26%
- 6M
- 1.04%
- YTD
- 1.70%
- 1Y
- -3.06%
- 3Y*
- 1.66%
- 5Y*
- -4.83%
- 10Y*
- 4.37%
- ALL TIME*
- 4.80%
QUSIX
- 1D
- 0.93%
- 1M
- 3.87%
- 6M
- 1.82%
- YTD
- 7.17%
- 1Y
- 11.45%
- 3Y*
- 11.61%
- 5Y*
- 5.55%
- 10Y*
- 8.26%
- ALL TIME*
- 11.22%
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 |
RYIPX vs. QUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYIPX Royce International Premier Fund | 1.70% | 9.37% | -7.37% | 7.68% | -27.27% | 5.77% | 15.74% | 34.22% | -12.76% | 39.80% |
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 7.17% | 26.42% | -1.98% | 21.28% | -17.13% | 15.56% | 6.67% | 20.71% | -18.81% | 33.46% |
Correlation
The correlation between RYIPX and QUSIX is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.70 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.66 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.68 |
The correlation between RYIPX and QUSIX has been stable across timeframes, ranging from 0.66 to 0.72 - a consistent structural relationship.
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Return for Risk
RYIPX vs. QUSIX — Risk / Return Rank
RYIPX
QUSIX
RYIPX vs. QUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund (RYIPX) and Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX). 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.
| RYIPX | QUSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.15 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.20 | 0.84 | -1.04 |
| Martin ratioReturn relative to average drawdown | -0.48 | 2.10 | -2.58 |
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Drawdowns
RYIPX vs. QUSIX - Drawdown Comparison
The maximum RYIPX drawdown since its inception was -42.14%, roughly equal to the maximum QUSIX drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for RYIPX and QUSIX.
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Drawdown Indicators
| RYIPX | QUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.14% | -42.87% | +0.73% |
Max Drawdown (1Y)Largest decline over 1 year | -15.56% | -12.09% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -17.41% | -14.33% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -42.14% | -32.21% | -9.93% |
Max Drawdown (10Y)Largest decline over 10 years | -42.14% | -42.87% | +0.73% |
Current DrawdownCurrent decline from peak | -26.35% | -2.15% | -24.20% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -8.48% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 4.83% | +1.54% |
Volatility
RYIPX vs. QUSIX - Volatility Comparison
Royce International Premier Fund (RYIPX) has a higher volatility of 4.63% compared to Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) at 2.92%. This indicates that RYIPX's price experiences larger fluctuations and is considered to be riskier than QUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RYIPX | QUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 2.92% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.57% | 10.68% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 12.83% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.57% | 14.37% | +1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.08% | 14.08% | +1.00% |
RYIPX vs. QUSIX - Expense Ratio Comparison
RYIPX has a 1.44% expense ratio, which is higher than QUSIX's 1.05% expense ratio.
Dividends
RYIPX vs. QUSIX - Dividend Comparison
RYIPX's dividend yield for the trailing twelve months is around 0.78%, less than QUSIX's 2.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.73% | 2.92% | 3.28% | 2.48% | 4.90% | 2.43% | 3.89% | 2.96% | 5.09% | 3.00% | 2.06% | 2.20% |
RYIPX Royce International Premier Fund | 0.78% | 0.79% | 4.10% | 2.18% | 3.18% | 4.51% | 0.00% | 0.20% | 0.00% | 0.71% | 2.40% | 2.61% |
Frequently Asked Questions
RYIPX and QUSIX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RYIPX has higher volatility (4.63%) compared to QUSIX (2.92%). In terms of maximum drawdown, RYIPX dropped -42.14% vs QUSIX's -42.87%.
QUSIX currently has the higher Sharpe Ratio (0.79 vs -0.22), 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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