Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGINX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS) | 11.19% | 8.16% | 10.01% | 9.25% | 9.21% | 9.55% | NA | 7.52% |
Data as of 08/01/2025, AR inception is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGINX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS) | 03/31/2008 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | 8.16 | 10.01 | 9.25 | 9.21 | 9.55 | NA | 7.52 | 11.19 | 5.16 | 16.85 | -22.39 | 22.25 | 26.00 | 28.17 | -14.17 | 26.79 | 10.91 | -1.20 | -2.53 | 32.38 | 19.47 | -10.07 | 11.81 | 37.81 | -35.69 |
| Sharpe Ratio | NA | 0.27 | 0.37 | 0.41 | 0.42 | NA | NA | 0.32 | 0.80 | 0.11 | 0.92 | -0.92 | 1.67 | 0.81 | 2.10 | -1.05 | 3.46 | 0.67 | -0.08 | -0.22 | 2.58 | 1.21 | -0.37 | 0.61 | 1.41 | -1.10 |
| Standard Deviation(%) | NA | 18.78 | 18.00 | 17.99 | 18.30 | NA | NA | 20.22 | 21.25 | 14.00 | 14.53 | 26.04 | 13.28 | 31.68 | 12.71 | 14.83 | 7.59 | 15.89 | 15.28 | 11.55 | 12.55 | 16.14 | 26.94 | 19.26 | 26.69 | 40.85 |
| Draw Down(%) | NA | 19.57 | 19.57 | 33.54 | 33.54 | NA | NA | 52.47 | 17.93 | 8.53 | 16.00 | 33.43 | 8.94 | 33.20 | 8.48 | 22.37 | 2.19 | 12.22 | 16.72 | 13.23 | 7.15 | 13.60 | 26.41 | 15.05 | 24.22 | 52.47 |
| Yield(%) | 0.00 | 4.58 | 2.45 | 2.40 | 2.88 | 3.61 | 2.40 | 2.82 | 0.68 | 4.88 | 0.86 | 0.50 | 2.51 | 0.74 | 1.10 | 3.49 | 4.20 | 0.84 | 1.11 | 1.86 | 2.47 | 2.05 | 2.14 | 0.80 | 1.44 | 0.36 |
Data as of 08/01/2025, AR inception is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGINX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS) |
-1.57%
Dec 2021 - Dec 2024 |
2.20%
May 2008 - May 2013 |
5.56%
May 2008 - May 2018 |
6.22%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGINX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INSTITUTIONAL CLASS) |
25.45%
Dec 2018 - Dec 2021 |
21.01%
Feb 2009 - Feb 2014 |
13.77%
Sep 2011 - Sep 2021 |
12.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart