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Nasdaq - Delayed Quote USD

Pear Tree Quality Institutional (QGIAX)

27.46
-0.05
(-0.18%)
At close: 8:02:15 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.66%
Worst 1Y Total Return --
Number of Years Up 26
Number of Years Down 7

Performance & Risk

YTD Return 6.38%
5y Average Return 14.98%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
QGIAXCategory AverageQGIAXCategory AverageQGIAXCategory Average
Alpha 1.11 -0.01 1.7 -0.01 2.02 -0.01
BETA 0.9 0.01 0.9 0.01 0.9 0.01
Mean Annual Return 1.08 0.01 1.35 0.01 1.24 0.01
R-squared 91.97 0.94 93.23 0.95 91.78 0.95
Standard Deviation 16.07 0.17 16.98 0.19 14.34 0.15
Sharpe Ratio 0.55 0 0.8 0.01 0.91 0.01
Treynor Ratio 8.89 0.03 14.65 0.1 14.37 0.1

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