Pear Tree Quality Fund Manager Performance Evaluation
| USBOX Fund | USD 25.01 0.13 0.52% |
The fund holds a Beta of -0.0252, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pear Tree are expected to decrease at a much lower rate. During the bear market, Pear Tree is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Pear Tree Quality are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pear Tree is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.1400 |
Pear |
Pear Tree Relative Risk vs. Return Landscape
If you would invest 2,425 in Pear Tree Quality on August 31, 2024 and sell it today you would earn a total of 76.00 from holding Pear Tree Quality or generate 3.13% return on investment over 90 days. Pear Tree Quality is currently producing 0.0505% returns and takes up 0.6749% volatility of returns over 90 trading days. Put another way, 6% 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 Quality holds a recent Real Value of $24.77 per share. The prevailing price of the fund is $25.01. 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 25.01 | Real 24.77 | Hype 24.81 |
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 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 Quality, 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 = 0.0748
| Best Portfolio | Best Equity | |||
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| Cash | USBOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pear Tree is performing at about 5% 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 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 | 135.79 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. The fund typically invests in American Depositary Receipts. 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.| 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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