Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAXRX (PAX BALANCED FUND R CLASS) | NA | 8.26% | 5.10% | 6.85% | 3.77% | NA | NA | 3.98% |
Data as of 05/02/2017, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXRX (PAX BALANCED FUND R CLASS) | 04/10/2007 | 05/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 8.26 | 5.10 | 6.85 | 3.77 | NA | NA | 3.98 | 4.49 | 5.50 | -0.72 | 7.68 | 16.09 | 11.02 | -2.09 | 11.66 | 21.14 | -30.96 | 6.38 |
| Sharpe Ratio | NA | 1.25 | 0.61 | 0.79 | 0.24 | NA | NA | 0.26 | 3.23 | 0.64 | -0.08 | 1.03 | 1.88 | 1.13 | -0.11 | 0.83 | 1.28 | -1.26 | 0.50 |
| Standard Deviation(%) | NA | 6.38 | 8.18 | 8.55 | 13.98 | NA | NA | 13.91 | 4.29 | 8.28 | 9.65 | 7.41 | 8.56 | 9.81 | 18.42 | 13.90 | 16.43 | 25.20 | 12.03 |
| Draw Down(%) | NA | 3.71 | 9.13 | 9.13 | 40.31 | NA | NA | 40.31 | 1.24 | 6.48 | 8.10 | 4.64 | 5.71 | 9.05 | 17.66 | 12.20 | 13.99 | 38.33 | 7.23 |
| Yield(%) | 0.00 | 2.77 | 6.73 | 7.06 | 4.32 | 2.94 | 2.20 | 4.41 | 0.00 | 2.84 | 7.39 | 10.92 | 12.47 | 1.43 | 1.05 | 1.41 | 1.74 | 2.58 | 4.95 |
Data as of 05/02/2017, 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 |
|---|---|---|---|---|
| PAXRX (PAX BALANCED FUND R CLASS) |
-6.97%
Jun 2007 - Jun 2010 |
-1.02%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXRX (PAX BALANCED FUND R CLASS) |
15.95%
Feb 2009 - Feb 2012 |
13.40%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart