Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PAXWX (PAX BALANCED FUND INDIVIDUAL INVESTOR CLASS) | -0.97% | 1.56% | 1.65% | 4.35% | 4.81% | 6.15% | 5.12% | 7.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXWX (PAX BALANCED FUND INDIVIDUAL INVESTOR CLASS) | 01/02/1980 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 01/02/1980.
AR inception is since 01/02/1980.
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 1.56 | 1.65 | 4.35 | 4.81 | 6.15 | 5.12 | 7.24 | -0.97 | 5.64 | 10.98 | -20.42 | 10.83 | 14.15 | 20.84 | -4.07 | 13.17 | 5.81 | -0.50 | 8.02 | 16.38 | 11.26 | -1.83 | 11.98 | 21.33 | -30.75 | 9.48 | 10.72 | 5.40 | 13.39 | 17.28 | -8.80 | -9.09 | 5.58 | 17.16 | 24.70 | 25.14 | 10.36 | 29.20 | 2.65 | -1.56 | -0.30 | 12.66 | 4.22 | 22.68 | 8.39 | -6.96 | 2.68 | 21.68 | 0.51 | 20.82 | 15.58 | -2.16 | 14.31 |
| Sharpe Ratio | NA | -0.28 | -0.24 | 0.16 | 0.28 | NA | NA | 0.37 | -0.35 | -0.11 | 0.76 | -1.35 | 1.22 | 0.72 | 3.00 | -0.56 | 3.09 | 0.68 | -0.05 | 1.09 | 1.90 | 1.15 | -0.10 | 0.86 | 1.30 | -1.25 | 0.58 | 0.90 | 0.44 | 1.51 | 1.72 | -0.77 | -1.10 | 0.10 | 1.26 | 2.06 | 2.66 | 0.87 | 4.56 | -0.04 | -0.58 | -0.40 | 0.96 | -0.09 | 2.50 | 0.40 | -0.74 | -0.13 | 1.74 | -0.48 | 1.58 | 0.47 | -0.81 | 0.38 |
| Standard Deviation(%) | NA | 11.31 | 12.01 | 11.50 | 11.07 | NA | NA | 11.67 | 15.35 | 8.34 | 8.96 | 16.21 | 8.84 | 19.14 | 6.48 | 9.59 | 4.07 | 8.28 | 9.61 | 7.37 | 8.59 | 9.80 | 18.40 | 13.88 | 16.37 | 25.20 | 11.21 | 8.35 | 7.40 | 8.24 | 9.67 | 12.86 | 10.51 | 14.16 | 11.09 | 10.38 | 8.09 | 7.79 | 5.56 | 6.97 | 6.26 | 6.72 | 9.25 | 12.24 | 6.78 | 9.22 | 14.78 | 11.86 | 9.44 | 12.78 | 9.30 | 17.18 | 15.08 | 16.34 |
| Draw Down(%) | NA | 13.47 | 13.47 | 24.62 | 24.62 | NA | NA | 40.12 | 11.22 | 5.21 | 9.36 | 21.56 | 3.90 | 21.24 | 3.24 | 11.64 | 1.44 | 6.43 | 8.05 | 4.63 | 5.67 | 9.01 | 17.57 | 12.15 | 13.93 | 38.16 | 7.16 | 8.06 | 4.97 | 4.85 | 6.70 | 16.67 | 15.66 | 9.30 | 6.44 | 9.04 | 5.49 | 5.30 | 1.73 | 6.05 | 6.76 | 6.03 | 8.53 | 10.92 | 2.62 | 6.40 | 20.36 | 10.23 | 7.69 | 12.42 | 2.86 | 11.72 | 14.61 | 10.39 |
| Yield(%) | 0.00 | 1.96 | 1.50 | 1.49 | 3.93 | 5.24 | 4.64 | 9.72 | 0.00 | 2.03 | 1.50 | 1.04 | 0.89 | 1.11 | 10.27 | 2.69 | 11.01 | 3.13 | 7.67 | 11.20 | 12.77 | 1.67 | 1.29 | 1.66 | 1.81 | 2.58 | 6.21 | 6.84 | 3.57 | 1.06 | 1.14 | 1.73 | 2.15 | 9.76 | 8.68 | 7.29 | 13.02 | 8.81 | 6.95 | 3.69 | 3.50 | 4.50 | 5.52 | 4.35 | 5.26 | 5.17 | 5.60 | 3.76 | 4.57 | 4.26 | 4.73 | 4.36 | 4.75 | 5.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXWX (PAX BALANCED FUND INDIVIDUAL INVESTOR CLASS) |
-9.22%
Feb 2006 - Feb 2009 |
-2.07%
Feb 2004 - Feb 2009 |
0.85%
Feb 1999 - Feb 2009 |
3.64%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXWX (PAX BALANCED FUND INDIVIDUAL INVESTOR CLASS) |
23.77%
Mar 1997 - Mar 2000 |
21.12%
Dec 1994 - Dec 1999 |
12.75%
Aug 1990 - Aug 2000 |
11.38%
Jul 1984 - Jul 1999 |
Annualized Rolling Returns Comparison Chart