QGIAX Mutual Fund Manager Performance Evaluation

QGIAX
 Fund
  

USD 21.90  0.19  0.88%   

The fund owns a Beta (Systematic Risk) of 0.9894, which implies possible diversification benefits within a given portfolio. Let's try to break down what QGIAX's beta means in this case. PEAR TREE returns are very sensitive to returns on the market. As the market goes up or down, PEAR TREE is expected to follow. Although it is important to respect PEAR TREE QUALITY existing price patterns, it is better to be realistic regarding the information on the equity's price patterns. The approach towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating PEAR TREE QUALITY technical indicators, you can right now evaluate if the expected return of 0.0225% will be sustainable into the future.
  
QGIAX Performance
1 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in PEAR TREE QUALITY are ranked lower than 1 (%) 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 current stock price disturbance, may contribute to short-term losses for the investors.
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QGIAX Price Channel

Fifty Two Week Low19.19
Fifty Two Week High27.37
Annual Report Expense Ratio0.79%

PEAR TREE Relative Risk vs. Return Landscape

If you would invest  2,175  in PEAR TREE QUALITY on September 10, 2022 and sell it today you would earn a total of  15.00  from holding PEAR TREE QUALITY or generate 0.69% return on investment over 90 days. PEAR TREE QUALITY is currently producing 0.0225% returns and takes up 1.5529% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than QGIAX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon PEAR TREE is expected to generate 1.04 times more return on investment than the market. However, the company is 1.04 times more volatile than its market benchmark. It trades about 0.01 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.01 per unit of risk.

PEAR TREE Current Valuation

Undervalued
Today 21.90
Please note that PEAR TREE's price fluctuation is slightly risky at this time.
PEAR TREE QUALITY owns a latest Real Value of $2.6 per share. The recent price of the fund is $21.9. At this time, the fund appears to be undervalued. We determine the value of PEAR TREE QUALITY from evaluating 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, in the future, mutual fund prices and their ongoing real values will converge.
Our valuation method for PEAR TREE QUALITY is useful when determining the fair value of the QGIAX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of PEAR TREE. Since PEAR TREE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of QGIAX 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.
2.60
Real Value
4.15
Upside
Estimating the potential upside or downside of PEAR TREE QUALITY helps investors to forecast how QGIAX 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.7021.6522.61
Details
Hype
Prediction
LowEstimated ValueHigh
0.000.001.55
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
1.301.451.60
Details

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 = 0.0145

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Negative ReturnsQGIAX
Estimated Market Risk
 1.55
  actual daily
 
 13 %
of total potential
 
1313
Expected Return
 0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 1 %
of total potential
 
11
Based on monthly moving average PEAR TREE is performing at about 1% 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.

About PEAR TREE Performance

To evaluate PEAR TREE QUALITY Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when PEAR TREE generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare QGIAX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand PEAR TREE QUALITY market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents QGIAX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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. Pear Tree is traded on NASDAQ Exchange in the United States.

Things to note about PEAR TREE QUALITY

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 Alerts

Equity Alerts and Improvement Suggestions

PEAR TREE QUALITY is unlikely to experience financial distress in the next 2 years
The fund maintains 97.05% of its assets in stocks
Please see Your Equity Center. Note that the PEAR TREE QUALITY information on this page should be used as a complementary analysis to other PEAR TREE's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bond Directory module to find actively traded corporate debentures issued by US companies.

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When running PEAR TREE QUALITY price analysis, check to measure PEAR TREE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PEAR TREE is operating at the current time. Most of PEAR TREE's value examination focuses on studying past and present price action to predict the probability of PEAR TREE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move PEAR TREE's price. Additionally, you may evaluate how the addition of PEAR TREE to your portfolios can decrease your overall portfolio volatility.
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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 PEAR TREE value 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.