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Pear Tree Quality Ordinary (USBOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.16+0.03 (+0.13%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.01%
5-Year Average Return16.15%
Number of Years Up29
Number of Years Down9
Best 1 Yr Total Return (May 15, 2024)31.19%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return31.19%
Worst 3-Yr Total Return7.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUSBOXCategory
YTD6.15%5.31%
1-Month-3.99%-4.19%
3-Month3.01%3.90%
1-Year22.23%20.31%
3-Year8.95%6.48%
5-Year14.38%11.78%
10-Year13.12%10.96%
Last Bull Market24.44%25.56%
Last Bear Market-12.22%-15.11%

Annual Total Return (%) History

Year
USBOXCategory
2024
N/AN/A
2023
29.22%22.32%
2022
-16.34%-16.96%
2021
28.04%26.07%
2020
18.65%15.83%
2019
31.19%28.78%
2018
-1.67%-6.27%
2017
28.45%20.44%
2016
7.84%10.37%
2015
2.52%-1.07%
2014
11.01%10.96%
2013
24.54%31.50%
2012
10.84%14.96%
2011
12.78%-1.27%
2010
7.10%14.01%
2009
20.75%28.17%
2008
-41.52%-37.79%
2007
-2.09%6.16%
2006
16.38%14.17%
2005
10.56%5.88%
2004
8.63%10.02%
2003
18.24%27.05%
2002
-24.19%-22.25%
2001
-18.08%-13.50%
2000
-16.85%-6.31%
1999
41.12%20.16%
1998
29.53%22.39%
1997
36.67%28.37%
1996
18.81%20.76%
1995
29.44%32.35%
1994
-0.66%-0.93%
1993
11.88%N/A
1992
6.32%N/A
1991
27.98%N/A
1990
-1.13%N/A
1989
37.17%N/A
1988
16.97%N/A
1987
1.49%N/A
1986
19.41%N/A
1985
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.56%N/AN/AN/A
20238.99%10.61%-4.37%12.09%
2022-7.17%-12.22%-6.91%10.29%
20217.42%8.99%-0.22%9.61%
2020-16.05%15.07%7.27%14.50%
201913.50%3.32%2.02%9.64%
2018-2.23%3.77%10.59%-12.36%
20179.30%6.16%2.74%7.75%
20163.36%2.51%3.23%-1.41%
20150.46%-0.69%-4.15%7.20%
20142.20%2.98%0.97%4.46%
201310.30%1.89%1.36%9.32%
20129.31%-1.74%5.89%-2.54%
20115.37%3.64%-6.56%10.52%
20102.80%-12.14%6.81%11.01%
2009-10.24%15.53%8.82%7.00%
2008-10.50%-0.21%-14.03%-23.84%
20072.40%3.70%-0.96%-6.90%
20063.07%-1.15%6.37%7.38%
2005-0.62%1.94%6.09%2.86%
20042.18%-1.80%-0.84%9.18%
2003-5.05%10.75%1.60%10.67%
2002-3.31%-14.22%-13.50%5.65%
2001-17.11%6.59%-19.50%15.18%
20006.37%-3.71%-4.45%-15.03%
1999-0.89%4.28%-1.22%38.23%
199812.95%2.01%-8.65%23.07%
19971.87%19.32%14.87%-2.12%
19962.61%4.05%2.11%8.99%
19958.72%7.94%6.89%3.20%
1994-4.22%-0.51%5.08%-0.80%
19935.56%1.04%3.32%1.51%
1992-1.35%-1.12%2.90%5.93%
199114.97%-1.99%5.09%8.08%
1990-3.52%7.50%-12.91%9.46%
19899.52%8.69%15.22%0.01%
198810.03%5.13%-0.93%2.06%
198718.13%3.58%6.30%-21.97%
198614.57%4.78%-3.16%2.72%
1985-4.36%15.84%N/AN/A

Rank In Category (By Total Return)

YTD33
1-Month31
3-Month76
1-Year45
3-Year10
5-Year6

Load Adjusted Returns

1-Year22.23%
3-Year8.95%
5-Year14.38%
10-Year13.12%