Performance Charts

Error message

  • Notice: Use of undefined constant z - assumed 'z' in include_once() (line 195 of /var/www/vhosts/peartree.com/httpdocs/sites/default/settings.php).
  • Warning: Invalid argument supplied for foreach() in Database::parseConnectionInfo() (line 1501 of /var/www/vhosts/peartree.com/httpdocs/includes/database/database.inc).

Ordinary Class Shares

Pear Tree Fund NameYTD as of 4/22/20141 Month as of 3/31/2014Qrtly as of 3/31/20141 Year as of 3/31/20145 Years as of 3/31/201410 Years as of 3/31/2014Since Inception 3/31/2014Total Gross Expense Ratio*Total Net Expense Ratio*
Columbia Small Cap
(Inception: 8/3/1992 )
-5.72%-0.93%-3.05%22.76%22.23%6.48%10.64%1.80%1.80%
PanAgora Dynamic Emerging Markets
(Inception: 9/30/1994)
1.44%3.17%-0.32%-4.77%14.39%8.47%5.89%1.92%1.92%
PanAgora Risk Parity Emerging Markets **
(Inception: 6/27/2013)
2.15%3.73%0.78%---3.68%1.37%1.37%
Polaris Foreign Value
(Inception: 5/15/1998 )
3.56%-2.02%3.09%23.28%24.15%8.29%7.54%1.59%1.59%
Polaris Foreign Value Small Cap
(Inception: 5/1/2008)
9.09%2.81%8.84%26.80%27.24%-8.56%1.66%1.66%
Quality
(Inception: 5/6/1985 )
2.48%1.40%2.20%15.40%18.05%4.89%9.15%1.62%***1.37%***

Institutional Class Shares

Pear Tree Fund NameYTD as of 4/22/20141 Month as of 3/31/2014Qrtly as of 3/31/20141 Year as of 3/31/20145 Years as of 3/31/201410 Years as of 3/31/2014Since Inception 3/31/2014Total Gross Expense Ratio*Total Net Expense Ratio*
Columbia Small Cap
(Inception: 1/6/1993)
-5.66%-0.92%-3.00%23.12%22.56%6.84%10.02%1.55%1.55%
PanAgora Dynamic Emerging Markets
(Inception: 4/2/1996)
1.55%3.22%-0.22%-4.52%14.68%8.79%7.59%1.65%1.65%
PanAgora Risk Parity Emerging Markets **
(Inception: 6/27/2013)
2.24%3.81%0.88%---4.19%1.12%1.12%
Polaris Foreign Value
(Inception: 12/18/1998)
3.67%-1.97%3.19%23.58%24.41%8.55%9.29%1.33%1.33%
Polaris Foreign Value Small Cap
(Inception: 5/1/2008)
9.17%2.81%8.92%27.16%27.55%-8.80%1.41%1.41%
Quality
(Inception: 3/25/1991)
2.54%1.45%2.27%15.74%18.48%5.17%7.81%1.35***%1.10***%
*per prospectus dated August 1, 2013
Performance numbers for periods less than one year are cumulative.
** PanAgora Risk Parity Emerging Markets Fund is not available to residents in all states. Please call 1-800-326-2151 for fund availability in your state or jurisdiction. *** The Manager has agreed until July 31, 2014 to waive 0.25 percent of its management fee if Quality Fund’s average daily net assets are up to and including $125 million and 0.50 percent of its management fee on those net assets that are in excess of $125 million.