Pear Tree Quality Fund Manager Performance Evaluation
| USBOX Fund | USD 19.06 -0.16 -0.83% |
The fund retains a Market Volatility (i.e., Beta) of 0.78, which alludes to possible diversification benefits within a given portfolio. Returns on Pear Tree tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Weak
Weak | Strong |
During the last 90 trading days, Pear Tree Quality produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong basic indicators, Pear Tree is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.1100 |
Pear |
Relative Risk vs. Return Landscape
If you had invested $ 2,001 in Pear Tree Quality on December 15, 2025 and sold it today you would have lost $ 95.00 from holding Pear Tree Quality or given up 4.75% of portfolio value over 90 days. Pear Tree Quality is currently producing negative expected returns and carries 0.764% 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 |
Historical Prices of Pear Tree Quality
Below is the normalized historical share price chart for Pear Tree Quality extending back to October 07, 1993. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Pear Tree stands at 19.06, as last reported on the 15th of March 2026, with the highest price reaching 19.06 and the lowest price hitting 19.06 during the day.Macro event markers
Target Price Odds to finish over Current Price
The pattern of price convergence toward an average value is one of the most reliable features of organized fund markets. For Pear Mutual Fund, this behavior has been used by investors as a forecasting baseline, though some funds exhibit notable delays before mispricing is corrected.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 19.06 | 90 days | 19.06 | close to 99 |
A probability distribution analysis shows that the odds of Pear Tree moving above the current price in 90 days from now are close to 99 (The curve above represents the probability density of Pear Mutual Fund prices across the next 90 days).
Pear Tree Price Density |
| Price |
Predictive Modules for Pear Tree
Forecasting techniques for the fund market vary widely in methodology and complexity. For instruments such as Pear Tree Quality, combining multiple approaches provides a more robust view than relying on any single model. Market surprises are inevitable, but disciplined forecasting still improves overall investment decision-making.Investors who believe in mean reversion view Pear Tree's price extremes not as permanent states but as temporary dislocations that create opportunities for disciplined, contrarian capital allocation.
Primary Risk Indicators
The last 10-20 years have demonstrated just how volatile the mutual fund market can be. Pear Tree has been part of this story, with corrections and rallies that have made and broken portfolios. Holding Pear Tree Quality with a hedging strategy informed by Pear Tree's risk indicators is one way to limit downside exposure.α | Alpha over Dow Jones | -0.0427 | |
β | Beta against Dow Jones | 0.78 | |
σ | Overall volatility | 0.37 | |
Ir | Information ratio | -0.0433 |
Investor Alerts and Insights
Timely alerts on Pear Tree help investors identify important shifts in fund conditions early. Reviewing Pear Tree Quality notifications is an efficient way to stay current on technical patterns, fundamental changes, and market-moving headlines.| Pear Tree Quality generated a negative expected return over the last 90 days | |
| The fund keeps 98.31% of its net assets in stocks |
Pear Tree Fundamentals Growth
Understanding Pear Mutual Fund requires a close look at Pear Tree's financial fundamentals. Revenue growth, earnings consistency, operating margins, and capital structure are the principal factors that influence Pear Mutual Fund market performance.
| Price To Earning | 19.92 X | |||
| Price To Book | 4.26 X | |||
| Price To Sales | 2.55 X | |||
| Total Asset | 95.34 M | |||
Performance Metrics & Calculation Methodology
Pear Tree performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Tracking difference (where applicable) can separate exposure returns from implementation effects.
This section for Pear Tree Quality is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.