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PXINX: PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.08 0.12(1.00%) May 19
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 03/31/2008 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.27% |
| Expenses | 0.47% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 16.0 | 10.6 | 12.4 | 11.6 | 5.1 | 5.1 | 3.1 | 4.1 | 18.9 | -18.0 | 8.4 | 10.5 | 23.1 | -13.1 | 23.0 | -1.8 | 0.9 | -11.0 | 16.5 | 12.9 | -17.4 | 8.4 | 39.1 | -36.8 |
| Sharpe Ratio | NA | 2.06 | 0.19 | 0.47 | 0.53 | 0.19 | NA | 0.1 | -0.2 | 1.13 | -0.89 | 0.67 | 0.35 | 2.12 | -1.11 | 3.02 | -0.12 | 0.06 | -0.75 | 1.33 | 0.8 | -0.68 | 0.44 | 1.44 | -1.06 |
| Draw Down(%) | NA | 13.1 | 14.2 | 20.4 | 34.2 | 34.2 | NA | 54.2 | 11.8 | 12.0 | 31.2 | 7.2 | 32.0 | 7.6 | 21.1 | 2.1 | 12.7 | 16.3 | 15.4 | 10.8 | 17.6 | 28.0 | 16.4 | 23.2 | 53.5 |
| Standard Deviation(%) | NA | 20.5 | 16.5 | 16.3 | 16.3 | 16.7 | NA | 19.8 | 12.7 | 13.1 | 21.8 | 12.5 | 29.4 | 10.3 | 13.1 | 7.4 | 17.6 | 15.2 | 14.8 | 12.3 | 16.2 | 25.7 | 19.0 | 27.2 | 43.5 |
| Treynor Ratio | NA | 0.42 | 0.03 | 0.08 | 0.09 | 0.03 | NA | 0.02 | -0.03 | 0.15 | -0.19 | 0.09 | 0.14 | 0.23 | -0.15 | 0.23 | -0.02 | 0.01 | -0.11 | 0.17 | 0.14 | -0.19 | 0.09 | 0.42 | -0.49 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | 0.01 | 0.0 | -0.01 | -0.02 | 0.01 | -0.02 | -0.01 | -0.01 | -0.03 | 0.0 | 0.03 | -0.02 |
| Beta | NA | 1.01 | 1.01 | 1.0 | 0.99 | 0.92 | NA | 0.93 | 1.0 | 0.99 | 1.0 | 0.95 | 0.76 | 0.95 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.95 | 0.96 | 0.93 | 0.88 | 0.93 | 0.94 |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.97 | 0.81 | NA | 0.89 | 0.95 | 0.96 | 0.97 | 0.93 | 0.49 | 0.97 | 0.98 | 0.94 | 0.98 | 0.98 | 0.57 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.4 | 1.9 | 2.2 | 1.7 | 3.1 | 2.1 | 2.7 | 2.4 | 1.8 | 1.7 | 1.6 | 2.0 | 1.7 | 1.3 | 1.3 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 19.2 | 3.9 | -11.3 | 42.6 | -33.3 | 24.4 | -7.4 | 11.1 | 31.9 | -5.3 | 16.0 | -15.5 | 2.0 | 36.9 | 32.1 | 5.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2008
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