Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWMCX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS C) | NA | 2.79% | 1.49% | 3.91% | 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 |
|---|---|---|
| PWMCX (PAX SUSTAINABLE MANAGERS TOTAL RETURN 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 | 2.79 | 1.49 | 3.91 | NA | NA | NA | … | … | 2.19 | 4.06 | -2.19 | 6.29 | 8.63 | 6.23 | 1.97 | 6.52 |
| Sharpe Ratio | NA | 1.18 | 0.24 | 0.78 | NA | NA | NA | … | … | 1.76 | 0.67 | -0.35 | 1.47 | 1.84 | 1.42 | 0.24 | 1.14 |
| Standard Deviation(%) | NA | 1.90 | 5.12 | 4.83 | NA | NA | NA | … | … | 1.16 | 5.74 | 6.27 | 4.28 | 4.66 | 4.40 | 7.94 | 5.92 |
| Draw Down(%) | NA | 0.75 | 9.06 | 9.06 | NA | NA | NA | … | … | 0.46 | 4.55 | 6.79 | 3.10 | 4.20 | 3.68 | 7.60 | 4.19 |
| Yield(%) | 0.00 | 1.36 | 1.98 | 4.06 | 2.74 | 1.83 | 1.37 | … | … | 1.06 | 0.95 | 3.03 | 3.24 | 10.61 | 2.35 | 2.54 | 1.96 |
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 |
|---|---|---|---|---|
| PWMCX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS C) |
1.40%
Aug 2014 – Aug 2017 |
3.06%
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 |
|---|---|---|---|---|
| PWMCX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND CLASS C) |
7.53%
Sep 2011 – Sep 2014 |
6.50%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart