Pear Tree Financials
| QFVRX Fund | USD 11.44 0.05 0.44% |
Pear |
Please note that you must use caution to infer results of funds 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 Ab Bond, Nationwide Inflation-protec, Lord Abbett, Western Asset, and The Hartford. Normally, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets value issuers. A foreign markets issuer is an issuer operating in any industry sector that derives at least 50 percent of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. It is non-diversified.Specialization | Foreign Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Pear Tree Funds |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | Foreign Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 326 2151 |
| Currency | USD - US Dollar |
Pear Tree Key Financial Ratios
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 annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 56.71 of Year To Date Return per Annual Yield. 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 twenty-four with a total number of output elements of thirty-seven. 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 November 29, 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.
| Information Ratio | (0.31) | |||
| Maximum Drawdown | 3.37 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.36 |
Other Information on Investing in Pear Mutual Fund
Pear Tree financial ratios help investors to determine whether Pear Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pear with respect to the benefits of owning Pear Tree security.
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