Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWGIX (PAX ESG BETA QUALITY FUND INSTITUTIONAL CLASS) | 13.02% | 30.99% | 21.12% | 7.74% | 11.34% | 10.83% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PWGIX (PAX ESG BETA QUALITY FUND INSTITUTIONAL CLASS) | 04/10/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 30.99 | 21.12 | 7.74 | 11.34 | 10.83 | NA | … | … | 13.02 | 16.04 | 20.92 | 24.72 | -22.16 | 8.04 | 12.46 | 27.45 | -4.27 | 22.22 | 6.49 | 2.51 | 11.90 | 29.93 | 13.34 | -1.77 | 22.95 | 39.34 | -41.44 | 7.06 |
| Sharpe Ratio | NA | 2.01 | 1.17 | 0.27 | 0.51 | NA | NA | … | … | 1.66 | 0.71 | 1.36 | 1.58 | -0.95 | 0.36 | 0.37 | 2.20 | -0.36 | 3.33 | 0.47 | 0.16 | 1.00 | 2.69 | 0.92 | -0.07 | 1.19 | 1.42 | -1.05 | 0.39 |
| Standard Deviation(%) | NA | 14.39 | 15.50 | 19.22 | 18.81 | NA | NA | … | … | 18.21 | 18.50 | 12.74 | 13.47 | 24.88 | 22.13 | 33.22 | 11.79 | 15.86 | 6.49 | 13.29 | 15.53 | 11.93 | 11.13 | 14.64 | 25.95 | 19.29 | 27.73 | 40.22 | 17.57 |
| Draw Down(%) | NA | 9.19 | 20.43 | 37.43 | 37.43 | NA | NA | … | … | 9.19 | 19.42 | 8.19 | 11.30 | 25.59 | 17.42 | 33.80 | 6.22 | 17.47 | 2.09 | 11.57 | 12.21 | 7.22 | 4.96 | 13.38 | 22.35 | 14.20 | 21.31 | 52.15 | 10.07 |
| Yield(%) | 0.00 | 5.85 | 9.98 | 5.26 | 6.92 | 7.70 | 6.37 | … | … | 0.00 | 5.88 | 16.50 | 6.82 | 1.77 | 1.11 | 1.21 | 4.30 | 7.06 | 5.39 | 10.22 | 6.24 | 4.91 | 2.99 | 0.46 | 0.00 | 0.39 | 0.00 | 2.02 | 11.51 |
Data as of 06/04/2026, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWGIX (PAX ESG BETA QUALITY FUND INSTITUTIONAL CLASS) |
-7.30%
Jun 2007 – Jun 2010 |
0.46%
May 2007 – May 2012 |
6.83%
May 2007 – May 2017 |
5.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PWGIX (PAX ESG BETA QUALITY FUND INSTITUTIONAL CLASS) |
27.96%
Feb 2009 – Feb 2012 |
23.04%
Feb 2009 – Feb 2014 |
15.89%
Feb 2009 – Feb 2019 |
13.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart