Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAXBX (PAX CORE BOND FUND INDIVIDUAL INVESTOR CLASS) | -0.57% | 3.78% | 3.45% | -0.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXBX (PAX CORE BOND FUND INDIVIDUAL INVESTOR CLASS) | 12/19/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 3.78 | 3.45 | -0.12 | NA | NA | NA | … | … | -0.57 | 6.43 | 1.34 | 5.61 | -12.66 | -1.63 | 6.89 | 7.80 | -0.25 | 1.32 | 0.60 |
| Sharpe Ratio | NA | 0.29 | 0.04 | -0.46 | NA | NA | NA | … | … | -0.94 | 0.78 | -0.43 | 0.28 | -1.97 | -0.51 | 1.42 | 1.81 | -0.58 | 0.23 | 9.25 |
| Standard Deviation(%) | NA | 3.86 | 5.28 | 5.75 | NA | NA | NA | … | … | 4.06 | 4.58 | 5.37 | 7.06 | 7.17 | 3.23 | 4.65 | 3.50 | 2.84 | 2.88 | 2.21 |
| Draw Down(%) | NA | 2.93 | 6.00 | 17.30 | NA | NA | NA | … | … | 2.93 | 2.59 | 4.08 | 7.23 | 16.13 | 3.56 | 6.99 | 2.10 | 2.96 | 1.59 | 0.10 |
| Yield(%) | 0.00 | 3.54 | 3.43 | 2.69 | 2.47 | 1.65 | 1.24 | … | … | 1.24 | 3.80 | 3.46 | 3.17 | 2.41 | 1.68 | 4.22 | 2.52 | 2.31 | 1.02 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXBX (PAX CORE BOND FUND INDIVIDUAL INVESTOR CLASS) |
-5.41%
Oct 2020 – Oct 2023 |
-1.09%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXBX (PAX CORE BOND FUND INDIVIDUAL INVESTOR CLASS) |
5.24%
Oct 2022 – Oct 2025 |
2.30%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart