Nasdaq - Delayed Quote USD
Pear Tree Essex Environmental Opps Odnry (EEOFX)
At close: October 25 at 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 62.76% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 6.82% |
| 5y Average Return | 7.39% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.33 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EEOFX | Category Average | EEOFX | Category Average | EEOFX | Category Average | |
| Alpha | -19.15 | 0.01 | -8.6 | 0.01 | -- | -0.02 |
| BETA | 1.33 | 0.01 | 1.28 | 0.01 | -- | 0.01 |
| Mean Annual Return | -0.28 | 0.02 | 0.99 | 0.02 | -- | 0.01 |
| R-squared | 63.87 | 0.82 | 63.66 | 0.79 | -- | 0.8 |
| Standard Deviation | 28.94 | 0.23 | 28.84 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.25 | 0.01 | 0.32 | 0.01 | -- | 0.01 |
| Treynor Ratio | -8.41 | 0.18 | 4.32 | 0.17 | -- | 0.12 |
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