Pear Tree Polaris Fund Manager Performance Evaluation
| QUSRX Fund | USD 11.26 0.06 0.53% |
The fund holds a Beta of -0.0574, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pear Tree are expected to decrease at a much lower rate. During the bear market, Pear Tree is likely to outperform the market.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pear Tree Polaris are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pear Tree is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0200 |
Pear |
Pear Tree Relative Risk vs. Return Landscape
If you would invest 1,085 in Pear Tree Polaris on February 1, 2024 and sell it today you would earn a total of 41.00 from holding Pear Tree Polaris or generate 3.78% return on investment over 90 days. Pear Tree Polaris is currently producing 0.0621% returns and takes up 0.6718% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pear, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pear Tree Current Valuation
Overvalued
Today
Please note that Pear Tree's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pear Tree Polaris holds a recent Real Value of $10.66 per share. The prevailing price of the fund is $11.26. We determine the value of Pear Tree Polaris from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Pear Tree Polaris is useful when determining the fair value of the Pear mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Pear Tree. Since Pear Tree is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pear Mutual Fund. However, Pear Tree's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.26 | Real 10.66 | Hype 11.26 | Naive 11.4 |
The real value of Pear Mutual Fund, also known as its intrinsic value, is the underlying worth of Pear Tree Polaris Mutual Fund, which is reflected in its stock price. It is based on Pear Tree's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Pear Tree's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pear Tree's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pear Tree Polaris helps investors to forecast how Pear mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pear Tree more accurately as focusing exclusively on Pear Tree's fundamentals will not take into account other important factors: Pear Tree Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pear Tree's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pear Tree Polaris, and traders can use it to determine the average amount a Pear Tree's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0924
| Best Portfolio | Best Equity | |||
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| Cash | QUSRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Pear Tree is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pear Tree by adding it to a well-diversified portfolio.
Pear Tree Fundamentals Growth
Pear Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pear Tree, and Pear Tree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pear Mutual Fund performance.
| Total Asset | 998.24 M | ||||
About Pear Tree Performance
To evaluate Pear Tree Polaris Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Pear Tree generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Pear Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Pear Tree Polaris market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Pear's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Pear Tree Polaris performance evaluation
Checking the ongoing alerts about Pear Tree for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pear Tree Polaris help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Pear Tree Polaris maintains 97.04% of its assets in stocks |
- Analyzing Pear Tree's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pear Tree's stock is overvalued or undervalued compared to its peers.
- Examining Pear Tree's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pear Tree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pear Tree's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pear Tree's mutual fund. These opinions can provide insight into Pear Tree's potential for growth and whether the stock is currently undervalued or overvalued.
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 metropolitan statistical area. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.