Pear Tree Polaris Fund Net Income
| QUSIX Fund | USD 19.76 0.11 0.55% |
As of the 14th of February 2026, Pear Tree holds the Semi Deviation of 0.2798, risk adjusted performance of 0.2336, and Coefficient Of Variation of 342.16. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pear Tree, as well as the relationship between them.
Pear Tree's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Pear Tree's valuation are provided below:Pear Tree Polaris does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Pear |
Pear Tree 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Pear Tree's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Pear Tree.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Pear Tree on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Pear Tree Polaris or generate 0.0% return on investment in Pear Tree over 90 days. Pear Tree is related to or competes with Pear Tree, Brown Advisory, Blackrock Commodity, Brown Advisory, Brown Advisory, Simt Tax-managed, and Praxis Growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by fo... More
Pear Tree Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Pear Tree's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Pear Tree Polaris upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.648 | |||
| Information Ratio | 0.1865 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 1.25 |
Pear Tree Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pear Tree's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pear Tree's standard deviation. In reality, there are many statistical measures that can use Pear Tree historical prices to predict the future Pear Tree's volatility.| Risk Adjusted Performance | 0.2336 | |||
| Jensen Alpha | 0.1643 | |||
| Total Risk Alpha | 0.1342 | |||
| Sortino Ratio | 0.1904 | |||
| Treynor Ratio | 0.5775 |
Pear Tree February 14, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2336 | |||
| Market Risk Adjusted Performance | 0.5875 | |||
| Mean Deviation | 0.5265 | |||
| Semi Deviation | 0.2798 | |||
| Downside Deviation | 0.648 | |||
| Coefficient Of Variation | 342.16 | |||
| Standard Deviation | 0.6614 | |||
| Variance | 0.4375 | |||
| Information Ratio | 0.1865 | |||
| Jensen Alpha | 0.1643 | |||
| Total Risk Alpha | 0.1342 | |||
| Sortino Ratio | 0.1904 | |||
| Treynor Ratio | 0.5775 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.80) | |||
| Potential Upside | 1.25 | |||
| Downside Variance | 0.4198 | |||
| Semi Variance | 0.0783 | |||
| Expected Short fall | (0.64) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.2133 |
Pear Tree Polaris Backtested Returns
Pear Tree appears to be very steady, given 3 months investment horizon. Pear Tree Polaris maintains Sharpe Ratio (i.e., Efficiency) of 0.31, which implies the entity had a 0.31 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Pear Tree Polaris, which you can use to evaluate the volatility of the fund. Please evaluate Pear Tree's Risk Adjusted Performance of 0.2336, semi deviation of 0.2798, and Coefficient Of Variation of 342.16 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.32, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pear Tree's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pear Tree is expected to be smaller as well.
Auto-correlation | 0.86 |
Very good predictability
Pear Tree Polaris has very good predictability. Overlapping area represents the amount of predictability between Pear Tree time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Pear Tree Polaris price movement. The serial correlation of 0.86 indicates that approximately 86.0% of current Pear Tree price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.86 | |
| Spearman Rank Test | 0.91 | |
| Residual Average | 0.0 | |
| Price Variance | 0.23 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Pear Tree Polaris reported net income of 0.0. This indicator is about the same for the Pear Tree Funds average (which is currently at 0.0) family and about the same as Foreign Small/Mid Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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 price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pear Tree Polaris is roughly 9.21 . 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.Fund Asset Allocation for Pear Tree
The fund consists of 92.57% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Pear Tree's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Pear Fundamentals
| Price To Earning | 11.97 X | ||||
| Price To Book | 1.30 X | ||||
| Price To Sales | 0.57 X | ||||
| Total Asset | 534.93 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 8.97 % | ||||
| One Year Return | 34.79 % | ||||
| Three Year Return | 15.45 % | ||||
| Five Year Return | 8.54 % | ||||
| Ten Year Return | 6.03 % | ||||
| Net Asset | 696.37 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.58 | ||||
| Cash Position Weight | 7.42 % | ||||
| Equity Positions Weight | 92.57 % |
About Pear Tree Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pear Tree Polaris's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pear Tree using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pear Tree Polaris based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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