PEAR TREE Five Year Return vs. Cash Position Weight

QGIAX
 Fund
  

USD 21.90  0.19  0.88%   

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 QUALITY 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 QUALITY over time as well as its relative position and ranking within its peers. Please see Your Equity Center.
  
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.

PEAR TREE QUALITY Cash Position Weight vs. Five Year Return 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 QUALITY is rated top fund in five year return among similar funds. It is rated top fund in cash position weight among similar funds creating about  0.24  of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for PEAR TREE QUALITY is roughly  4.20 . Comparative valuation analysis is a catch-all model that can be used if you cannot value PEAR TREE by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for PEAR TREE's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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.

QGIAX Cash Position Weight vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
PEAR TREE 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
11.58 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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 
2.76 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

QGIAX Cash Position Weight Comparison

PEAR TREE is currently under evaluation in cash position weight 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 of U.S. issuers. Pear Tree is traded on NASDAQ Exchange in the United States.

QGIAX 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 QUALITY 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 QUALITY to buy it.
The correlation of PEAR TREE is a statistical measure of how it moves in relation to other equities. 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 QUALITY 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.

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Run Small Growth Thematic Idea Now

Small Growth
Small Growth Theme
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth theme has 40 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 Small Growth Theme or any other thematic opportunities.
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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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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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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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 QUALITY 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.