Pear Tree Financials
| QUSOX Fund | USD 15.84 0.09 0.56% |
Pear |
Please note that past performance is not an indicator of the future performance of Pear Tree, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pear Tree Fund Summary
Pear Tree competes with Pear Tree, Seafarer Overseas, International Fund, and Lazard Global. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations andor future cash flows. The fund is non-diversified.Specialization | Foreign Small/Mid Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US70472Q6098 |
| Business Address | Pear Tree Funds |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | Foreign Small/Mid Value |
| Benchmark | NYSE Composite |
| Phone | 800 326 2151 |
| Currency | USD - US Dollar |
You should never invest in Pear Tree Polaris without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Pear Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Pear Tree's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Pear Tree Key Financial Ratios
Generally speaking, Pear Tree's financial ratios allow both analysts and investors to convert raw data from Pear Tree's financial statements into concise, actionable information that can be used to evaluate the performance of Pear Tree over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Pear Tree Polaris reports annually and quarterly.Pear Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pear Tree's current stock value. Our valuation model uses many indicators to compare Pear Tree value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pear Tree competition to find correlations between indicators driving Pear Tree's intrinsic value. More Info.Pear Tree Polaris is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pear Tree Polaris is roughly 8.34 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Pear Tree by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Pear Tree's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pear Tree's earnings, one of the primary drivers of an investment's value.Pear Tree Polaris Systematic Risk
Pear Tree's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pear Tree volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Pear Tree Polaris correlated with the market. If Beta is less than 0 Pear Tree generally moves in the opposite direction as compared to the market. If Pear Tree Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pear Tree Polaris is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pear Tree is generally in the same direction as the market. If Beta > 1 Pear Tree moves generally in the same direction as, but more than the movement of the benchmark.
Pear Tree May 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pear Tree help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pear Tree Polaris. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pear Tree Polaris based on widely used predictive technical indicators. In general, we focus on analyzing Pear Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pear Tree's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7315 | |||
| Information Ratio | 0.0088 | |||
| Maximum Drawdown | 3.16 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 1.08 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Pear Tree Polaris. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.