Pear Tree Cash Position Weight vs. Ten Year Return

QUSOX Fund  USD 15.75  0.04  0.25%   
Based on the measurements of profitability obtained from Pear Tree's financial statements, Pear Tree Polaris may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Pear Tree's ability to earn profits and add value for shareholders.
For Pear Tree profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pear Tree to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pear Tree Polaris utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pear Tree's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pear Tree Polaris over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Pear Tree's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pear Tree is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pear Tree's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Pear Tree Polaris Ten Year Return vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Pear Tree's current stock value. Our valuation model uses many indicators to compare Pear Tree value to that of its competitors to determine the firm's financial worth.
Pear Tree Polaris is rated top fund in cash position weight among similar funds. It also is rated top fund in ten year return among similar funds reporting about  2.38  of Ten Year Return per Cash Position Weight. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pear Tree's earnings, one of the primary drivers of an investment's value.

Pear Ten Year Return vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Pear Tree

Cash Percentage

 = 

% of Cash

in the fund

 = 
2.40 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Pear Tree

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
5.72 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Pear Ten Year Return Comparison

Pear Tree is currently under evaluation in ten year return among similar funds.

Pear Tree Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Pear Tree, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pear Tree will eventually generate negative long term returns. The profitability progress is the general direction of Pear Tree's change in net profit over the period of time. It can combine multiple indicators of Pear Tree, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities issued by foreign markets, small-cap value issuers. Its sub-adviser seeks to identify 50 to 100 value securities, that is, foreign markets, small-cap securities that the sub-adviser considers as being mispriced by the market but having the best opportunity for price appreciation to reflect their long-term fundamental valuations andor future cash flows. The fund is non-diversified.

Pear Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Pear Tree. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pear Tree position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pear Tree's important profitability drivers and their relationship over time.

Use Pear Tree in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pear Tree position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pear Tree will appreciate offsetting losses from the drop in the long position's value.

Pear Tree Pair Trading

Pear Tree Polaris Pair Trading Analysis

The ability to find closely correlated positions to Pear Tree could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pear Tree when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pear Tree - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pear Tree Polaris to buy it.
The correlation of Pear Tree is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pear Tree moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pear Tree Polaris moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pear Tree can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Pear Tree position

In addition to having Pear Tree in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in Pear Mutual Fund

To fully project Pear Tree's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pear Tree Polaris at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pear Tree's income statement, its balance sheet, and the statement of cash flows.
Potential Pear Tree investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Pear Tree investors may work on each financial statement separately, they are all related. The changes in Pear Tree's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pear Tree's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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