Pear Tree Polaris Fund Manager Performance Evaluation
| QISIX Fund | USD 12.06 0.02 0.17% |
The fund holds a Beta of 0.24, 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Pear Tree Polaris has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Pear Tree is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 0.8400 |
Pear |
Pear Tree Relative Risk vs. Return Landscape
If you would invest 1,269 in Pear Tree Polaris on August 27, 2024 and sell it today you would lose (63.00) from holding Pear Tree Polaris or give up 4.96% of portfolio value over 90 days. Pear Tree Polaris is currently producing negative expected returns and takes up 0.6296% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pear, and 99% 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 $12.2 per share. The prevailing price of the fund is $12.06. 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 12.06 | Real 12.2 | Hype 12.06 | Naive 11.82 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pear Tree's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pear Tree Polaris, and traders can use it to determine the average amount a Pear Tree's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1232
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QISIX |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pear Tree is not performing at its full potential. However, 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 Pear Tree to a well-diversified portfolio.
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 | 3.31 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. It is non-diversified.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.| Pear Tree Polaris generated a negative expected return over the last 90 days | |
| The fund generated three year return of -3.0% | |
| Pear Tree Polaris maintains 96.93% of its assets in stocks |
- 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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