Pear Tree Polaris Fund Manager Performance Evaluation
| QISIX Fund | USD 13.93 0.03 0.22% |
The fund holds a Beta of 0.25, which implies not very significant fluctuations relative to the market. 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.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pear Tree Polaris are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Pear Tree may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Hedge funds and state-backed investors bet on volatility in 2026 - Yahoo Finance | 12/09/2025 |
2 | These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | 12/18/2025 |
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 0.9900 |
Pear |
Pear Tree Relative Risk vs. Return Landscape
If you would invest 1,303 in Pear Tree Polaris on November 25, 2025 and sell it today you would earn a total of 90.00 from holding Pear Tree Polaris or generate 6.91% return on investment over 90 days. Pear Tree Polaris is currently producing 0.113% returns and takes up 0.5691% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pear, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pear Tree Current Valuation
Fairly Valued
Today
Please note that Pear Tree's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pear Tree Polaris holds a recent Real Value of $13.83 per share. The prevailing price of the fund is $13.93. We determine the value of Pear Tree Polaris from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pear Tree is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pear Mutual Fund. However, Pear Tree's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.93 | Real 13.83 | Hype 13.93 | Naive 13.94 |
The intrinsic value of Pear Tree's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pear Tree's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pear Tree Polaris helps investors to forecast how Pear mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pear Tree more accurately as focusing exclusively on Pear Tree's fundamentals will not take into account other important factors: Pear Tree Target Price Odds to finish over Current Price
The tendency of Pear Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.93 | 90 days | 13.93 | about 6.68 |
Based on a normal probability distribution, the odds of Pear Tree to move above the current price in 90 days from now is about 6.68 (This Pear Tree Polaris probability density function shows the probability of Pear Mutual Fund to fall within a particular range of prices over 90 days) .
Pear Tree Price Density |
| Price |
Predictive Modules for Pear Tree
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pear Tree Polaris. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Pear Tree Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pear Tree is not an exception. The market had few large corrections towards the Pear Tree's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pear Tree Polaris, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pear Tree within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 0.25 | |
σ | Overall volatility | 0.34 | |
Ir | Information ratio | 0.02 |
Pear Tree Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pear Tree for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pear Tree Polaris can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Pear Tree Fundamentals Growth
Pear Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pear Tree, and Pear Tree fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pear Mutual Fund performance.
| Total Asset | 25.16 M | ||||
About Pear Tree Performance
Evaluating Pear Tree's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pear Tree has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pear Tree has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Pear Tree Polaris performance evaluation
Checking the ongoing alerts about Pear Tree for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pear Tree Polaris help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pear Tree's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pear Tree's mutual fund performance include:- Analyzing Pear Tree's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pear Tree's stock is overvalued or undervalued compared to its peers.
- Examining Pear Tree's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pear Tree's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pear Tree's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pear Tree's mutual fund. These opinions can provide insight into Pear Tree's potential for growth and whether the stock is currently undervalued or overvalued.
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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