Pear Tree Quality Fund Manager Performance Evaluation
| USBOX Fund | USD 20.43 0.18 0.87% |
The fund holds a Beta of 0.17, 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 Quality are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pear Tree showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.1100 |
Pear |
Pear Tree Relative Risk vs. Return Landscape
If you would invest 1,406 in Pear Tree Quality on November 2, 2025 and sell it today you would earn a total of 637.00 from holding Pear Tree Quality or generate 45.31% return on investment over 90 days. Pear Tree Quality is currently producing 0.7133% returns and takes up 4.999% volatility of returns over 90 trading days. Put another way, 44% of traded mutual funds are less volatile than Pear, and 86% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pear Tree Current Valuation
Overvalued
Today
Please note that Pear Tree's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Pear Tree Quality holds a recent Real Value of $19.62 per share. The prevailing price of the fund is $20.43. We determine the value of Pear Tree Quality 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 20.43 | Real 19.62 | Hype 20.43 | Naive 21.55 |
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 Quality 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 |
| 20.43 | 90 days | 20.43 | about 13.09 |
Based on a normal probability distribution, the odds of Pear Tree to move above the current price in 90 days from now is about 13.09 (This Pear Tree Quality probability density function shows the probability of Pear Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pear Tree has a beta of 0.17. This usually implies as returns on the market go up, Pear Tree average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pear Tree Quality will be expected to be much smaller as well. Additionally Pear Tree Quality has an alpha of 0.6345, implying that it can generate a 0.63 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). 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 Quality. 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 Quality, 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 | 0.63 | |
β | Beta against Dow Jones | 0.17 | |
σ | Overall volatility | 3.19 | |
Ir | Information ratio | 0.12 |
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 Quality 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 Quality appears to be risky and price may revert if volatility continues | |
| Latest headline from thelincolnianonline.com: Barings Global Short Duration High Yield Fund to Issue Monthly Dividend of 0.12 on April 1st | |
| The fund keeps 98.31% of its net assets in stocks |
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.
| Price To Earning | 19.92 X | ||||
| Price To Book | 4.26 X | ||||
| Price To Sales | 2.55 X | ||||
| Total Asset | 98.02 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 of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than 5 billion at time of purchase. It also may invest in derivatives . The fund is non-diversified.Things to note about Pear Tree Quality 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 Quality help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pear Tree Quality appears to be risky and price may revert if volatility continues | |
| Latest headline from thelincolnianonline.com: Barings Global Short Duration High Yield Fund to Issue Monthly Dividend of 0.12 on April 1st | |
| The fund keeps 98.31% of its net 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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