Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMIDX (Pax Mid Cap Fund Institutional Class) | NA | 1.81% | 6.62% | NA | NA | NA | NA | … | … |
Data as of 07/18/2019, Common starting date is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMIDX (Pax Mid Cap Fund Institutional Class) | 04/01/2016 | 07/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.81 | 6.62 | NA | NA | NA | NA | … | … | 18.94 | -20.14 | 13.91 | 7.98 |
| Sharpe Ratio | NA | 0.00 | 0.52 | NA | NA | NA | NA | … | … | 3.47 | -1.28 | 1.79 | 0.96 |
| Standard Deviation(%) | NA | 12.63 | 10.79 | NA | NA | NA | NA | … | … | 10.38 | 16.72 | 7.46 | 10.86 |
| Draw Down(%) | NA | 19.80 | 21.08 | NA | NA | NA | NA | … | … | 4.39 | 27.47 | 4.12 | 5.26 |
| Yield(%) | 0.00 | 7.02 | 6.28 | 3.98 | 1.99 | 1.33 | 1.00 | … | … | 0.26 | 7.16 | 8.84 | 2.31 |
Data as of 07/18/2019, Common starting date is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIDX (Pax Mid Cap Fund Institutional Class) |
5.11%
May 2016 – May 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIDX (Pax Mid Cap Fund Institutional Class) |
7.00%
Jun 2016 – Jun 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart