Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IMPAX (ENTREPRENEUR US ALL CAP FUND INSTITUTIONAL CLASS) NA -228,563.63% nan% nan% nan% NA NA
Data as of 10/25/2024, Common starting date is 12/20/2013
More Performance Analytics Comparison
Name Start Date End Date
IMPAX (ENTREPRENEUR US ALL CAP FUND INSTITUTIONAL CLASS) 12/20/2013 10/25/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -194,294.09 -228,563.63 nan nan nan NA NA -178,470.86 21.40 -27.70 -48.91 45.59 19.37 2.52 23.77 17.31 -5.33 3.87 1.95
Sharpe Ratio NA NA NA NA NA NA NA NA 0.73 -0.89 -0.80 1.15 1.02 0.05 2.00 0.95 -0.33 0.27 19.89
Standard Deviation(%) NA NA NA NA NA NA NA NA 23.75 32.80 61.38 39.11 17.61 22.61 11.64 18.00 16.00 14.55 6.29
Draw Down(%) NA 173,088.98 77,452.86 64,356.73 64,356.73 NA NA 175,355.22 24.96 33.33 59.44 36.41 12.52 28.48 4.63 16.06 16.23 9.86 0.10
Yield(%) 0.00 0.00 0.35 5.33 7.22 4.87 3.66 90.83 0.00 0.00 1.02 18.92 7.51 17.81 11.87 0.21 5.67 0.05 0.00
Data as of 10/25/2024, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMPAX (ENTREPRENEUR US ALL CAP FUND INSTITUTIONAL CLASS) -27.16%
Jan 2021 – Jan 2024
-11.99%
Sep 2018 – Sep 2023
-0.21%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IMPAX (ENTREPRENEUR US ALL CAP FUND INSTITUTIONAL CLASS) 24.79%
Sep 2015 – Sep 2018
24.98%
Jan 2016 – Jan 2021
1.36%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return