# Pear Tree Quality Ordinary (USBOX)

> Source: Nexqual · https://nexqual.com/USBOX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Pear Tree Quality Ordinary (USBOX), nexqual.com/USBOX" · informational, not investment advice.

**Price:** USD 22.58 (-0.88% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 22.78 · day 22.58–22.58 · 52w 18.18–26.17 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +12.8% vs S&P 500 +13.4%; 5Y +71.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.8% | +71.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.8% | +11.5% |
| Volatility (annualized) | 12.8% | 15.2% |
| Max drawdown | -12.8% (Jan 2026→Mar 2026) | -24.1% (Dec 2021→Sep 2022) |

## Peers
USBNX (Pear Tree Polaris Small Cap Fun) USD 30 +0.00% · PBFDX (Payson Total Return) USD 42.99 -0.00% · QFVOX (Pear Tree Polaris Foreign Value) USD 32.44 +0.00% · SSAQX (State Street US Core Equity Fund) USD 81.89 +0.00% · STSEX (BlackRock Exchange Portfolio Bl) USD 2,976.39 +0.00%

## More
Full page: https://nexqual.com/USBOX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

