Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAXDX (PAX ESG BETA DIVIDEND FUND INDIVIDUAL INVESTOR CLASS) | 5.11% | 7.31% | 8.84% | 3.71% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXDX (PAX ESG BETA DIVIDEND FUND INDIVIDUAL INVESTOR CLASS) | 12/19/2016 | 06/03/2026 |
| 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 (%) | 0.00 | 7.31 | 8.84 | 3.71 | NA | NA | NA | … | … | 5.11 | 18.37 | -1.55 | 9.33 | -13.45 | 14.24 | 14.25 | 25.85 | -4.22 | 18.03 | -1.30 |
| Sharpe Ratio | NA | 0.60 | 0.53 | 0.08 | NA | NA | NA | … | … | 2.17 | 1.24 | -0.46 | 0.46 | -0.79 | 1.21 | 0.41 | 1.96 | -0.34 | 2.55 | -5.18 |
| Standard Deviation(%) | NA | 7.80 | 11.23 | 13.10 | NA | NA | NA | … | … | 4.82 | 12.54 | 11.14 | 12.40 | 18.79 | 11.79 | 34.25 | 12.45 | 16.40 | 6.84 | 6.60 |
| Draw Down(%) | NA | 4.49 | 14.56 | 25.04 | NA | NA | NA | … | … | 1.15 | 8.05 | 13.19 | 13.71 | 23.93 | 6.77 | 33.58 | 7.44 | 18.13 | 3.45 | 1.60 |
| Yield(%) | 0.00 | 2.16 | 2.34 | 8.68 | 8.32 | 5.55 | 4.16 | … | … | 0.00 | 2.51 | 2.02 | 2.58 | 2.09 | 42.74 | 3.18 | 5.63 | 3.27 | 1.39 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PAXDX (PAX ESG BETA DIVIDEND FUND INDIVIDUAL INVESTOR CLASS) |
-2.33%
Dec 2021 – Dec 2024 |
3.57%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXDX (PAX ESG BETA DIVIDEND FUND INDIVIDUAL INVESTOR CLASS) |
17.99%
Dec 2018 – Dec 2021 |
11.77%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart