Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGRGX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND R CLASS) | NA | 16.71% | 5.57% | 10.11% | NA | NA | NA | … | … |
Data as of 05/02/2017, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGRGX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND R CLASS) | 03/31/2008 | 05/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 16.71 | 5.57 | 10.11 | NA | NA | NA | … | … | 10.57 | 10.36 | -1.65 | -3.03 | 31.72 | 18.95 | -10.64 | 11.01 | 37.16 | -35.99 |
| Sharpe Ratio | NA | 1.29 | 0.39 | 0.71 | NA | NA | NA | … | … | 4.44 | 0.64 | -0.11 | -0.26 | 2.51 | 1.17 | -0.40 | 0.57 | 1.39 | -1.10 |
| Standard Deviation(%) | NA | 12.75 | 14.12 | 14.10 | NA | NA | NA | … | … | 7.93 | 15.89 | 15.21 | 11.53 | 12.60 | 16.30 | 26.97 | 19.24 | 26.61 | 40.95 |
| Draw Down(%) | NA | 8.64 | 21.68 | 21.68 | NA | NA | NA | … | … | 1.94 | 12.31 | 16.91 | 13.32 | 7.26 | 13.65 | 26.56 | 15.39 | 24.22 | 52.61 |
| Yield(%) | 0.00 | 0.30 | 0.83 | 1.37 | 0.96 | 0.64 | 0.48 | … | … | 0.00 | 0.32 | 0.84 | 1.38 | 1.96 | 1.62 | 2.15 | 0.15 | 1.09 | 0.17 |
Data as of 05/02/2017, Common starting date is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRGX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND R CLASS) |
-1.48%
May 2008 – May 2011 |
1.64%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRGX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND R CLASS) |
21.27%
Feb 2009 – Feb 2012 |
20.34%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart