Pear Tree Polaris Fund Price on July 16, 2024
| USBNX Fund | USD 30.39 0.09 0.30% |
Below is the normalized historical share price chart for Pear Tree Polaris extending back to October 05, 1993. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pear Tree stands at 30.39, as last reported on the 29th of November, with the highest price reaching 30.39 and the lowest price hitting 30.39 during the day.
If you're considering investing in Pear Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Pear Mutual Fund to be very steady. Pear Tree Polaris maintains Sharpe Ratio (i.e., Efficiency) of 0.12, which implies the entity had a 0.12% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pear Tree Polaris, which you can use to evaluate the volatility of the fund. Please check Pear Tree's Semi Deviation of 0.8071, coefficient of variation of 1003.59, and Risk Adjusted Performance of 0.0802 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%.
Pear Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Pear |
Sharpe Ratio = 0.1245
| Best Portfolio | Best Equity | |||
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| Small Returns | USBNX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Pear Tree is performing at about 9% 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 Valuation on July 16, 2024
It is possible to determine the worth of Pear Tree on a given historical date. On July 16, 2024 Pear was worth 28.19 at the beginning of the trading date compared to the closed value of 28.19. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Pear Tree mutual fund. Still, in general, we apply an absolute valuation method to find Pear Tree's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Pear Tree where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Pear Tree's related companies.
| Open | High | Low | Close | Volume | |
| 27.36 | 27.36 | 27.36 | 27.36 | 1.00 | |
07/16/2024 | 28.19 | 28.19 | 28.19 | 28.19 | 1.00 |
| 28.04 | 28.04 | 28.04 | 28.04 | 1.00 |
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Pear Tree Trading Date Momentum on July 16, 2024
| On July 17 2024 Pear Tree Polaris was traded for 28.04 at the closing time. The highest daily price throughout the period was 28.04 and the lowest price was 28.04 . There was no trading activity during the period 1.0. Lack of trading volume on 07/17/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.53% . The trading delta at closing time to current closing price is 1.10% . |
Pear Tree Polaris Fundamentals Correlations and Trends
By evaluating Pear Tree's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Pear Tree's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Pear financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Pear Tree Mutual Fund history
Pear Tree investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Pear is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Pear Tree Polaris will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Pear Tree stock prices may prove useful in developing a viable investing in Pear Tree
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities, warrants, and rights derivative of or convertible into common stocks, in each case issued by small cap issuers. The fund, as part of its principal investment strategy, may invest up to 15 percent of its net assets in securities of foreign issuers, which includes securities traded on non-U.S. exchanges, American Depositary Receipts and foreign securities traded on U.S. exchanges. It is non-diversified.
Pear Tree Mutual Fund Technical Analysis
Pear Tree technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Pear Tree Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Pear Tree Polaris cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Pear Tree November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Pear Tree mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Pear Tree shares will generate the highest return on investment. By undertsting and applying Pear Tree mutual fund market strength indicators, traders can identify Pear Tree Polaris entry and exit signals to maximize returns
Pear Tree Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Pear Tree's price direction in advance. Along with the technical and fundamental analysis of Pear Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Pear to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0802 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.08 |
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| Volatility Indicators | ||
| Volume Indicators |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |