Nasdaq - Delayed Quote USD

Pear Tree Quality Institutional (QGIAX)

26.58
0.00
(0.00%)
As of 8:09:21 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.78%
5y Average Return 15.82%
Number of Years Up 26
Number of Years Down 7
Best 1Y Total Return (Jun 4, 2025) 31.66%
Worst 1Y Total Return (Jun 4, 2025) --
Best 3Y Total Return 31.66%
Worst 3Y Total Return 7.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QGIAX
Category
YTD
1.89%
5.31%
1-Month
3.70%
-4.19%
3-Month
-2.01%
3.90%
1-Year
9.53%
20.31%
3-Year
14.59%
6.48%
5-Year
16.07%
11.78%
10-Year
13.81%
10.96%
Last Bull Market
14.34%
25.56%
Last Bear Market
-12.12%
-15.11%

Annual Total Return (%) History

Year
QGIAX
Category
2025
--
--
2024
18.50%
--
2023
29.73%
22.32%
2022
-16.02%
-16.96%
2021
28.53%
26.07%
2020
19.11%
15.83%
2019
31.66%
28.78%
2018
-1.35%
-6.27%

2017
28.90%
20.44%
2016
8.18%
10.37%
2015
2.70%
-1.07%
2014
11.28%
10.96%
2013
24.93%
31.50%
2012
11.41%
14.96%
2011
13.25%
-1.27%
2010
7.70%
14.01%
2009
20.51%
28.17%
2008
-41.85%
-37.79%
2007
-1.83%
6.16%
2006
16.92%
14.17%
2005
11.18%
5.88%
2004
9.05%
10.02%
2003
18.83%
27.05%
2002
-23.79%
-22.25%
2001
-17.66%
-13.50%
2000
-16.41%
-6.31%
1999
41.90%
20.16%
1998
30.18%
22.39%
1997
37.28%
28.37%
1996
19.40%
20.76%
1995
30.07%
32.35%
1994
0.75%
-0.93%
1993
11.45%
--
1992
6.85%
--
1991
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.70% -- -- --
2024 10.70% 3.84% 5.58% -2.36%
2023 9.15% 10.71% -4.29% 12.17%
2022 -7.05% -12.12% -6.85% 10.38%
2021 7.54% 9.11% -0.12% 9.67%
2020 -15.96% 15.18% 7.35% 14.62%
2019 13.63% 3.42% 2.11% 9.73%
2018 -2.18% 3.92% 10.65% -12.29%
2017 9.32% 6.27% 2.83% 7.90%
2016 3.47% 2.60% 3.27% -1.32%

2015 0.49% -0.60% -4.05% 7.15%
2014 2.27% 3.01% 1.08% 4.51%
2013 10.39% 1.99% 1.42% 9.41%
2012 9.44% -1.61% 5.98% -2.38%
2011 5.41% 3.74% -6.45% 10.70%
2010 3.15% -12.03% 6.84% 11.10%
2009 -10.18% 15.07% 8.73% 7.23%
2008 -10.69% -0.34% -14.12% -23.93%
2007 2.53% 3.82% -0.87% -6.98%
2006 3.15% -0.97% 6.49% 7.49%
2005 -0.44% 2.08% 6.20% 3.01%
2004 2.26% -1.74% -0.64% 9.23%
2003 -4.90% 10.81% 1.73% 10.84%
2002 -3.15% -14.13% -13.38% 5.79%
2001 -17.01% 6.74% -19.40% 15.31%
2000 6.54% -3.59% -4.35% -14.93%
1999 -0.74% 4.40% -1.08% 38.43%
1998 13.08% 2.21% -8.54% 23.16%
1997 2.01% 19.42% 15.00% -2.01%
1996 2.68% 4.25% 2.24% 9.10%
1995 8.80% 8.09% 7.01% 3.35%
1994 -3.28% -0.29% 5.14% -0.64%
1993 5.69% 1.16% 3.49% 0.73%
1992 -1.23% -1.00% 3.02% 6.07%
1991 -1.87% 5.21% 8.17% --

Rank in Category (By Total Return)

YTD 28
1-Month 92
3-Month 85
1-Year 72
3-Year 18
5-Year 16

Load Adjusted Returns

1-Year 9.53%
3-Year 14.59%
5-Year 16.07%
10-Year 13.81%

Performance & Risk

YTD Return 2.78%
5y Average Return 15.82%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Pear Tree Funds
Net Assets 324.67M
YTD Return 1.89%
Yield 0.64%
Morningstar Rating
Inception Date May 06, 1985

Fund Summary

Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of U.S. issuers. It principally invests in equity securities of large companies, that is, companies with a market capitalization of greater than $5 billion at time of purchase. The fund typically invests in American Depositary Receipts. It also may invest in derivatives (i.e., a security or instrument whose value is determined by reference to the value or the change in value of one or more securities, currencies, indices or other financial instruments). The fund is non-diversified.

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