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Nasdaq - Delayed Quote USD

Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund (GEOSX)

11.93
-0.57
(-4.56%)
At close: 8:03:49 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -10.50%
5y Average Return 10.19%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Apr 3, 2025) 63.14%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 63.14%
Worst 3Y Total Return -10.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GEOSX
Category
YTD
-1.88%
12.99%
1-Month
-5.56%
1.30%
3-Month
-10.29%
6.38%
1-Year
3.97%
53.27%
3-Year
-6.24%
14.94%
5-Year
5.92%
15.72%
10-Year
0.00%
9.30%
Last Bull Market
16.45%
18.45%
Last Bear Market
-22.06%
-25.47%

Annual Total Return (%) History

Year
GEOSX
Category
2025
--
--
2024
1.60%
--
2023
-1.28%
--
2022
-27.69%
--
2021
11.15%
--
2020
63.14%
24.89%
2019
25.83%
26.49%
2018
-15.60%
-14.25%

2017
--
25.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.80% -- -- --
2024 -1.37% 3.71% 7.38% -7.49%
2023 5.87% 4.98% -17.94% 8.25%
2022 -11.21% -22.06% 3.46% 0.99%
2021 5.40% 7.87% -4.55% 2.42%
2020 -23.27% 25.56% 22.73% 37.97%
2019 15.04% 6.49% -1.87% 4.68%
2018 -2.52% 0.00% 5.86% -18.22%
2017 -1.43% -- -- --

Rank in Category (By Total Return)

YTD 75
1-Month 85
3-Month 89
1-Year 47
3-Year 83
5-Year 70

Load Adjusted Returns

1-Year 3.97%
3-Year -6.24%
5-Year 5.92%
10-Year --

Performance & Risk

YTD Return -10.50%
5y Average Return 10.19%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.42
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Pear Tree Funds
Net Assets 41.63M
YTD Return -1.88%
Yield 0.00%
Morningstar Rating
Inception Date Sep 01, 2017

Fund Summary

Under normal market conditions, fund invests at least 80 percent of its net assets (plus borrowings for investment purposes) in equity securities of clean-tech companies. A clean-tech company is a company that the fund’s sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.

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