Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAXLX (PAX LARGE CAP FUND INDIVIDUAL INVESTOR CLASS) | 0.18% | 10.28% | 12.32% | 6.23% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXLX (PAX LARGE CAP FUND INDIVIDUAL INVESTOR CLASS) | 12/19/2016 | 06/11/2026 |
| 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 (%) | -3.41 | 10.28 | 12.32 | 6.23 | NA | NA | NA | … | … | 0.18 | 12.16 | 13.96 | 19.97 | -20.02 | 30.63 | 23.75 | 34.89 | -5.38 | 20.65 | -1.10 |
| Sharpe Ratio | NA | 0.71 | 0.64 | 0.23 | NA | NA | NA | … | … | 0.04 | 0.52 | 0.82 | 1.20 | -0.88 | 2.41 | 0.70 | 2.61 | -0.38 | 2.91 | -5.69 |
| Standard Deviation(%) | NA | 14.96 | 15.37 | 17.31 | NA | NA | NA | … | … | 19.33 | 17.81 | 12.57 | 13.74 | 24.53 | 12.70 | 33.36 | 12.81 | 17.94 | 6.90 | 5.23 |
| Draw Down(%) | NA | 13.12 | 20.27 | 26.21 | NA | NA | NA | … | … | 12.30 | 20.27 | 7.69 | 12.39 | 26.21 | 5.55 | 32.73 | 7.27 | 21.38 | 2.75 | 1.39 |
| Yield(%) | 0.00 | 24.96 | 16.40 | 10.29 | 11.90 | 7.93 | 5.95 | … | … | 0.00 | 25.47 | 17.77 | 4.91 | 2.25 | 7.24 | 7.66 | 4.54 | 19.06 | 13.92 | 0.00 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| PAXLX (PAX LARGE CAP FUND INDIVIDUAL INVESTOR CLASS) |
2.80%
Mar 2022 – Mar 2025 |
6.12%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXLX (PAX LARGE CAP FUND INDIVIDUAL INVESTOR CLASS) |
29.67%
Dec 2018 – Dec 2021 |
18.59%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart