Pear Tree Financials
| QISOX Fund | USD 11.91 0.01 0.08% |
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 Putnam Convertible, Advent Claymore, Lord Abbett, Columbia Convertible, and Harbor Convertible. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets issuers. Its sub-adviser generally seeks to identify more than 30 foreign markets securities that the sub-adviser considers as having the best opportunity for total return. It is non-diversified.Specialization | Foreign Small/Mid Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Pear Tree Funds |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | Foreign Small/Mid Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 326 2151 |
| Currency | USD - US Dollar |
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 407.17 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 ten with a total number of output elements of fifty-one. 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 December 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.
| Information Ratio | (0.32) | |||
| Maximum Drawdown | 3.3 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 1.29 |
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.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |