USBOX vs. FXAIX

In the year-to-date period, USBOX achieves a 1.65% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, USBOX has outperformed FXAIX with an annualized return of 13.39%, while FXAIX has yielded a comparatively lower 12.67% annualized return.

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USBOX has a 1.16% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pear Tree Quality Fund (USBOX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current USBOX Sharpe Ratio is 0.55, which is comparable to the FXAIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of USBOX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USBOX's dividend yield for the trailing twelve months is around 8.57%, more than FXAIX's 1.55% yield.

The maximum USBOX drawdown since its inception was -65.57%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for USBOX and FXAIX.

Pear Tree Quality Fund (USBOX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.58% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.