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TGRGX vs. QFVOX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TGRGX vs. QFVOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica International Focus (TGRGX) and Pear Tree Polaris Foreign Value Fund (QFVOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TGRGX achieves a 3.76% return, which is significantly lower than QFVOX's 19.24% return.


TGRGX

1D
2.87%
1M
-2.18%
6M
4.06%
YTD
3.76%
1Y
-0.33%
3Y*
3.66%
5Y*
0.46%
10Y*
ALL TIME*
5.83%

QFVOX

1D
1.07%
1M
2.04%
6M
10.51%
YTD
19.24%
1Y
37.45%
3Y*
18.11%
5Y*
11.46%
10Y*
10.30%
ALL TIME*
7.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

TGRGX vs. QFVOX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TGRGX
Transamerica International Focus
3.76%6.79%-0.73%12.65%-20.27%10.78%21.16%14.39%
QFVOX
Pear Tree Polaris Foreign Value Fund
19.24%33.85%-0.70%19.88%-17.14%19.44%2.65%6.36%

Correlation

The correlation between TGRGX and QFVOX is 0.44, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.44

Correlation (3Y)
Balances recent behavior with more history.

0.57

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.66

Correlation (All Time)
Calculated using the full available price history since Mar 22, 2019

0.68

Over the past year, the correlation between TGRGX and QFVOX has dropped to 0.44 - well below their long-term average of 0.68, suggesting their price drivers have been diverging.

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Return for Risk

TGRGX vs. QFVOX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TGRGX
TGRGX Risk / Return Rank: 33
Overall Rank
TGRGX Sharpe Ratio Rank: 33
Sharpe Ratio Rank
TGRGX Sortino Ratio Rank: 33
Sortino Ratio Rank
TGRGX Omega Ratio Rank: 33
Omega Ratio Rank
TGRGX Calmar Ratio Rank: 33
Calmar Ratio Rank
TGRGX Martin Ratio Rank: 33
Martin Ratio Rank

QFVOX
QFVOX Risk / Return Rank: 8888
Overall Rank
QFVOX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
QFVOX Sortino Ratio Rank: 8787
Sortino Ratio Rank
QFVOX Omega Ratio Rank: 8686
Omega Ratio Rank
QFVOX Calmar Ratio Rank: 8888
Calmar Ratio Rank
QFVOX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TGRGX vs. QFVOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica International Focus (TGRGX) and Pear Tree Polaris Foreign Value Fund (QFVOX). 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.


TGRGXQFVOXDifference
Sharpe ratioReturn per unit of total volatility

-2.43

Sortino ratioReturn per unit of downside risk

-3.23

Omega ratioGain probability vs. loss probability

0.99

1.43

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.14

3.23

-3.37

Martin ratioReturn relative to average drawdown

-0.39

11.47

-11.87

TGRGX vs. QFVOX - Sharpe Ratio Comparison

The current TGRGX Sharpe Ratio is -0.12, which is lower than the QFVOX Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of TGRGX and QFVOX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TGRGX vs. QFVOX - Drawdown Comparison

The maximum TGRGX drawdown since its inception was -35.21%, smaller than the maximum QFVOX drawdown of -70.51%. Use the drawdown chart below to compare losses from any high point for TGRGX and QFVOX.


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Drawdown Indicators


TGRGXQFVOXDifference

Max Drawdown

Largest peak-to-trough decline

-35.21%

-70.51%

+35.30%

Max Drawdown (1Y)

Largest decline over 1 year

-14.54%

-11.02%

-3.52%

Max Drawdown (3Y)

Largest decline over 3 years

-17.88%

-14.92%

-2.96%

Max Drawdown (5Y)

Largest decline over 5 years

-34.46%

-32.90%

-1.56%

Max Drawdown (10Y)

Largest decline over 10 years

-45.52%

Current Drawdown

Current decline from peak

-4.54%

-0.18%

-4.36%

Average Drawdown

Average peak-to-trough decline

-9.45%

-15.22%

+5.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.34%

3.11%

+2.23%

Volatility

TGRGX vs. QFVOX - Volatility Comparison

Transamerica International Focus (TGRGX) has a higher volatility of 5.54% compared to Pear Tree Polaris Foreign Value Fund (QFVOX) at 4.22%. This indicates that TGRGX's price experiences larger fluctuations and is considered to be riskier than QFVOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TGRGXQFVOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.54%

4.22%

+1.32%

Volatility (6M)

Calculated over the trailing 6-month period

15.31%

13.83%

+1.48%

Volatility (1Y)

Calculated over the trailing 1-year period

17.30%

15.43%

+1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.04%

15.58%

+2.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.41%

16.37%

+3.04%

TGRGX vs. QFVOX - Expense Ratio Comparison

TGRGX has a 1.05% expense ratio, which is lower than QFVOX's 1.40% expense ratio.


Dividends

TGRGX vs. QFVOX - Dividend Comparison

TGRGX's dividend yield for the trailing twelve months is around 0.88%, less than QFVOX's 4.74% yield.


PositionTTM20252024202320222021202020192018201720162015
QFVOX
Pear Tree Polaris Foreign Value Fund
4.74%5.66%1.95%1.88%1.43%10.11%1.58%1.14%0.98%0.60%1.02%1.58%
TGRGX
Transamerica International Focus
0.88%0.91%20.50%8.42%1.74%5.85%0.78%1.72%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TGRGX and QFVOX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TGRGX has higher volatility (5.54%) compared to QFVOX (4.22%). In terms of maximum drawdown, TGRGX dropped -35.21% vs QFVOX's -70.51%.

QFVOX currently has the higher Sharpe Ratio (2.31 vs -0.12), 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.

Portfolio Optimizer

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