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Pear Tree Quality Fund Ordinary Shares: (MF: USBOX)

(NASDAQ Mutual Funds) As of Mar 6, 2026 05:28 PM ET

$19.48 USD

-0.27 (-1.37%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.69 45
3 months 4.32 32
6 months 13.57 13
1 Year 12.62 40
3 Year 18.93 37
5 Year 14.50 13
10 Year 15.46 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 80.18
Bear Market (10/07 - 2/09) -53.58
Bull Market (2/09 - 3/21) 1,024.06

Load Adjusted Returns as of Jan 31, 2026

1 Year 16.60
5 Year 13.75
10 Year 14.97
Since Inception 10.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.80 7.22 4.60 4.80
2024 10.55 3.72 5.49 -2.44
2023 8.98 10.61 -4.37 12.09
2022 -7.21 -12.18 -6.90 10.28
2021 7.41 8.98 -0.21 9.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.6916.6018.0029.21-16.3428.0418.6531.14-1.6528.427.81
% Total Return Rel to Index 0.00-1.61-7.012.971.86-0.640.24-0.342.736.63-4.11
% Total Return Rel to Peer 0.003.89-1.386.213.355.98-1.262.715.207.750.00
% Perf Quintile vs Peer* 0.000.000.002.002.002.003.003.002.001.003.00
% Dividends 0.000.100.030.070.070.040.090.140.110.170.18
% Yield NA0.400.150.390.390.180.450.670.600.841.08
Capital Gains ($) 0.005.861.910.822.342.381.473.372.421.150.80
Expense Ratio 0.001.111.141.191.161.221.271.251.281.301.29

* 1 = Top 20%, 5 = Bottom 20%