Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMIIX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) | NA | 8.00% | 3.14% | 8.14% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 01/20/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMIIX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) | 01/20/2010 | 10/31/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.00 | 3.14 | 8.14 | NA | NA | NA | … | … | 3.76 | 8.63 | -3.81 | 7.44 | 23.81 | 10.97 | -1.92 | 9.61 |
| Sharpe Ratio | NA | 1.87 | 0.28 | 0.81 | NA | NA | NA | … | … | 1.65 | 0.66 | -0.32 | 0.83 | 2.67 | 1.02 | -0.11 | 0.80 |
| Standard Deviation(%) | NA | 4.00 | 10.44 | 9.87 | NA | NA | NA | … | … | 2.38 | 12.64 | 12.00 | 8.94 | 8.89 | 10.77 | 18.35 | 12.58 |
| Draw Down(%) | NA | 1.67 | 16.96 | 16.96 | NA | NA | NA | … | … | 0.94 | 10.38 | 11.76 | 6.87 | 5.03 | 9.66 | 18.17 | 10.61 |
| Yield(%) | 0.00 | 3.56 | 3.18 | 6.22 | 3.94 | 2.63 | 1.97 | … | … | 3.40 | 1.61 | 3.56 | 3.60 | 16.10 | 1.90 | 1.99 | 1.83 |
Data as of 10/31/2017, Common starting date is 01/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIIX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) |
2.87%
Aug 2014 – Aug 2017 |
4.75%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMIIX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS) |
15.17%
Sep 2011 – Sep 2014 |
11.23%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart