WCMSX vs. QISIX
Compare and contrast key facts about WCM International Small Cap Growth Fund (WCMSX) and Pear Tree Polaris International Opportunities Fund (QISIX).
WCMSX is managed by WCM Investment Management. It was launched on Nov 29, 2015. QISIX is managed by Pear Tree Funds. It was launched on Jan 28, 2019.
Performance
WCMSX vs. QISIX - Performance Comparison
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WCMSX vs. QISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | -0.58% | 18.14% | 4.33% | 22.26% | -42.12% | 16.65% | 55.36% | 33.11% |
QISIX Pear Tree Polaris International Opportunities Fund | -2.49% | 18.14% | -5.09% | 16.38% | -19.17% | 3.48% | 13.72% | 18.84% |
Returns By Period
In the year-to-date period, WCMSX achieves a -0.58% return, which is significantly higher than QISIX's -2.49% return.
WCMSX
- 1D
- -0.78%
- 1M
- -8.61%
- YTD
- -0.58%
- 6M
- -6.85%
- 1Y
- 21.20%
- 3Y*
- 11.32%
- 5Y*
- 0.32%
- 10Y*
- 11.41%
QISIX
- 1D
- -0.77%
- 1M
- -9.59%
- YTD
- -2.49%
- 6M
- -4.04%
- 1Y
- 11.49%
- 3Y*
- 5.28%
- 5Y*
- 0.39%
- 10Y*
- —
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WCMSX vs. QISIX - Expense Ratio Comparison
WCMSX has a 1.25% expense ratio, which is higher than QISIX's 1.22% expense ratio.
Return for Risk
WCMSX vs. QISIX — Risk / Return Rank
WCMSX
QISIX
WCMSX vs. QISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM International Small Cap Growth Fund (WCMSX) and Pear Tree Polaris International Opportunities Fund (QISIX). 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.
| WCMSX | QISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.69 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.97 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.76 | +0.48 |
Martin ratioReturn relative to average drawdown | 4.08 | 2.58 | +1.51 |
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
| WCMSX | QISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.69 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.03 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.33 | +0.24 |
Correlation
The correlation between WCMSX and QISIX is 0.66, 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
WCMSX vs. QISIX - Dividend Comparison
WCMSX's dividend yield for the trailing twelve months is around 0.82%, less than QISIX's 1.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMSX WCM International Small Cap Growth Fund | 0.82% | 0.81% | 1.31% | 0.00% | 0.00% | 10.27% | 2.73% | 0.57% | 4.04% | 1.10% |
QISIX Pear Tree Polaris International Opportunities Fund | 1.94% | 1.89% | 3.29% | 1.27% | 1.66% | 2.52% | 0.68% | 0.30% | 0.00% | 0.00% |
Drawdowns
WCMSX vs. QISIX - Drawdown Comparison
The maximum WCMSX drawdown since its inception was -51.60%, which is greater than QISIX's maximum drawdown of -41.11%. Use the drawdown chart below to compare losses from any high point for WCMSX and QISIX.
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Drawdown Indicators
| WCMSX | QISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.60% | -41.11% | -10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -10.48% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -51.60% | -37.79% | -13.81% |
Max Drawdown (10Y)Largest decline over 10 years | -51.60% | — | — |
Current DrawdownCurrent decline from peak | -19.58% | -9.78% | -9.80% |
Average DrawdownAverage peak-to-trough decline | -15.89% | -12.35% | -3.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.21% | +0.68% |
Volatility
WCMSX vs. QISIX - Volatility Comparison
WCM International Small Cap Growth Fund (WCMSX) has a higher volatility of 7.85% compared to Pear Tree Polaris International Opportunities Fund (QISIX) at 5.98%. This indicates that WCMSX's price experiences larger fluctuations and is considered to be riskier than QISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMSX | QISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 5.98% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.60% | 9.09% | +3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 14.16% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.64% | 14.66% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 15.96% | +3.92% |