Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAXIX (PAX BALANCED FUND INSTITUTIONAL CLASS) | 3.86% | 6.63% | 5.60% | 4.33% | 5.82% | 7.46% | NA | 5.16% |
Data as of 07/03/2025, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXIX (PAX BALANCED FUND INSTITUTIONAL CLASS) | 04/10/2007 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 6.63 | 5.60 | 4.33 | 5.82 | 7.46 | NA | 5.16 | 3.86 | 5.97 | 11.28 | -20.16 | 11.24 | 14.43 | 21.17 | -3.85 | 13.42 | 6.09 | -0.27 | 8.21 | 16.71 | 11.56 | -1.61 | 12.24 | 21.70 | -30.58 | 6.30 |
| Sharpe Ratio | NA | 0.30 | 0.20 | 0.22 | 0.40 | NA | NA | 0.32 | 0.36 | -0.07 | 0.80 | -1.34 | 1.27 | 0.74 | 3.06 | -0.54 | 3.17 | 0.71 | -0.03 | 1.10 | 1.95 | 1.18 | -0.09 | 0.87 | 1.32 | -1.24 | 0.49 |
| Standard Deviation(%) | NA | 11.34 | 11.31 | 11.18 | 11.05 | NA | NA | 12.88 | 13.44 | 8.33 | 8.91 | 16.19 | 8.81 | 19.15 | 6.46 | 9.53 | 4.05 | 8.25 | 9.65 | 7.43 | 8.57 | 9.81 | 18.44 | 13.92 | 16.40 | 25.23 | 11.93 |
| Draw Down(%) | NA | 11.90 | 13.42 | 24.41 | 24.41 | NA | NA | 39.91 | 11.18 | 5.16 | 9.33 | 21.42 | 3.88 | 21.24 | 3.18 | 11.58 | 1.41 | 6.40 | 8.00 | 4.58 | 5.64 | 8.97 | 17.50 | 12.12 | 13.92 | 38.06 | 7.18 |
| Yield(%) | 0.00 | 1.73 | 1.98 | 1.73 | 4.22 | 6.07 | 3.93 | 4.36 | 0.00 | 3.90 | 1.60 | 1.24 | 1.14 | 1.34 | 10.38 | 2.91 | 11.00 | 3.35 | 7.83 | 11.35 | 12.93 | 1.93 | 1.52 | 1.88 | 2.06 | 2.78 | 5.11 |
Data as of 07/03/2025, AR inception is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXIX (PAX BALANCED FUND INSTITUTIONAL CLASS) |
-6.84%
Jun 2007 - Jun 2010 |
-0.60%
May 2007 - May 2012 |
4.11%
May 2007 - May 2017 |
4.22%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXIX (PAX BALANCED FUND INSTITUTIONAL CLASS) |
16.54%
Feb 2009 - Feb 2012 |
13.96%
Feb 2009 - Feb 2014 |
10.32%
Sep 2011 - Sep 2021 |
8.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart