Pear Tree Financials
| QGIAX Fund | USD 28.43 0.18 0.64% |
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 Pear Tree, Pear Tree, Polen Growth, Morningstar Unconstrained, and Thrivent High. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than 5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives . The fund is non-diversified.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Pear Tree Funds |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | Large Blend |
| 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 Quality is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pear Tree Quality is roughly 4.68 . 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 Quality 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Pear Tree Quality 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 Quality 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 25, 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 Quality. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pear Tree Quality 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 | 0.7979 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 3.34 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.13 |
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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