Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWMAX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS A) | NA | 2.98% | 2.04% | 4.49% | 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 |
|---|---|---|
| PWMAX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS A) | 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 | 2.98 | 2.04 | 4.49 | NA | NA | NA | … | … | 2.29 | 4.71 | -1.40 | 6.67 | 9.45 | 7.00 | 2.70 | 7.20 |
| Sharpe Ratio | NA | 1.32 | 0.35 | 0.90 | NA | NA | NA | … | … | 1.98 | 0.78 | -0.23 | 1.60 | 2.06 | 1.57 | 0.34 | 1.27 |
| Standard Deviation(%) | NA | 1.84 | 5.12 | 4.79 | NA | NA | NA | … | … | 1.09 | 5.76 | 6.27 | 4.15 | 4.57 | 4.45 | 7.90 | 5.89 |
| Draw Down(%) | NA | 0.73 | 8.56 | 8.56 | NA | NA | NA | … | … | 0.46 | 4.58 | 6.50 | 2.96 | 4.16 | 3.56 | 7.31 | 4.08 |
| Yield(%) | 0.00 | 1.85 | 2.52 | 4.54 | 3.14 | 2.09 | 1.57 | … | … | 1.17 | 1.55 | 3.67 | 3.45 | 11.21 | 3.03 | 2.88 | 2.24 |
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 |
|---|---|---|---|---|
| PWMAX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS A) |
2.00%
Aug 2014 – Aug 2017 |
3.74%
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 |
|---|---|---|---|---|
| PWMAX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS A) |
8.23%
Sep 2011 – Sep 2014 |
7.21%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart