USBNX vs. CSMIX
Compare and contrast key facts about Pear Tree Polaris Small Cap Fund (USBNX) and Columbia Small Cap Value Fund I (CSMIX).
USBNX is managed by Pear Tree Funds. It was launched on Aug 3, 1992. CSMIX is managed by Columbia. It was launched on Jul 25, 1986.
Performance
USBNX vs. CSMIX - Performance Comparison
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USBNX vs. CSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CSMIX Columbia Small Cap Value Fund I | -1.68% | 14.65% | 8.66% | 21.42% | -8.87% | 28.95% | 7.82% | 21.01% | -18.37% | 13.77% |
Returns By Period
In the year-to-date period, USBNX achieves a 1.48% return, which is significantly higher than CSMIX's -1.68% return. Over the past 10 years, USBNX has underperformed CSMIX with an annualized return of 7.19%, while CSMIX has yielded a comparatively higher 10.52% annualized return.
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%
CSMIX
- 1D
- -0.09%
- 1M
- -7.18%
- YTD
- -1.68%
- 6M
- 2.47%
- 1Y
- 22.20%
- 3Y*
- 13.53%
- 5Y*
- 7.44%
- 10Y*
- 10.52%
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USBNX vs. CSMIX - Expense Ratio Comparison
USBNX has a 1.50% expense ratio, which is higher than CSMIX's 1.26% expense ratio.
Return for Risk
USBNX vs. CSMIX — Risk / Return Rank
USBNX
CSMIX
USBNX vs. CSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Small Cap Fund (USBNX) and Columbia Small Cap Value Fund I (CSMIX). 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.
| USBNX | CSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.97 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.48 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.28 | -0.36 |
Martin ratioReturn relative to average drawdown | 3.12 | 4.63 | -1.52 |
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
| USBNX | CSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.97 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.35 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between USBNX and CSMIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
USBNX vs. CSMIX - Dividend Comparison
USBNX's dividend yield for the trailing twelve months is around 13.61%, less than CSMIX's 14.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CSMIX Columbia Small Cap Value Fund I | 14.47% | 14.23% | 6.67% | 7.57% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.56% | 11.58% | 12.73% |
Drawdowns
USBNX vs. CSMIX - Drawdown Comparison
The maximum USBNX drawdown since its inception was -64.40%, which is greater than CSMIX's maximum drawdown of -53.37%. Use the drawdown chart below to compare losses from any high point for USBNX and CSMIX.
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Drawdown Indicators
| USBNX | CSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.40% | -53.37% | -11.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -14.79% | +2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -26.01% | -25.98% | -0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -46.96% | -48.42% | +1.46% |
Current DrawdownCurrent decline from peak | -7.74% | -10.23% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -13.70% | -8.95% | -4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 4.09% | -0.45% |
Volatility
USBNX vs. CSMIX - Volatility Comparison
The current volatility for Pear Tree Polaris Small Cap Fund (USBNX) is 3.82%, while Columbia Small Cap Value Fund I (CSMIX) has a volatility of 5.43%. This indicates that USBNX experiences smaller price fluctuations and is considered to be less risky than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USBNX | CSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 5.43% | -1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 12.70% | -2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 22.51% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 21.57% | -2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.68% | 23.92% | -2.24% |