Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWCCX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND CLASS C) | NA | 7.70% | 2.35% | 7.35% | 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 |
|---|---|---|
| PWCCX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND CLASS C) | 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 | 7.70 | 2.35 | 7.35 | NA | NA | NA | … | … | 3.57 | 7.59 | -5.18 | 7.71 | 22.43 | 9.80 | -2.92 | 9.18 |
| Sharpe Ratio | NA | 1.81 | 0.20 | 0.73 | NA | NA | NA | … | … | 1.58 | 0.58 | -0.43 | 0.88 | 2.53 | 0.91 | -0.16 | 0.77 |
| Standard Deviation(%) | NA | 3.95 | 10.46 | 9.86 | NA | NA | NA | … | … | 2.35 | 12.72 | 12.07 | 8.74 | 8.84 | 10.78 | 18.47 | 12.49 |
| Draw Down(%) | NA | 1.61 | 17.46 | 17.46 | NA | NA | NA | … | … | 1.03 | 10.38 | 12.08 | 7.00 | 5.18 | 9.72 | 18.52 | 10.31 |
| Yield(%) | 0.00 | 3.44 | 2.68 | 5.67 | 3.43 | 2.29 | 1.72 | … | … | 3.29 | 1.55 | 2.76 | 3.50 | 15.15 | 0.77 | 1.09 | 1.50 |
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 |
|---|---|---|---|---|
| PWCCX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND CLASS C) |
2.02%
Aug 2014 – Aug 2017 |
3.84%
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 |
|---|---|---|---|---|
| PWCCX (PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND CLASS C) |
14.25%
Sep 2011 – Sep 2014 |
10.29%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart