Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PWMIX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND INSTITUTIONAL CLASS) | NA | 3.09% | 2.26% | 4.63% | 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 |
|---|---|---|
| PWMIX (PAX SUSTAINABLE MANAGERS TOTAL RETURN 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 | 3.09 | 2.26 | 4.63 | NA | NA | NA | … | … | 2.32 | 5.06 | -1.16 | 6.48 | 9.69 | 7.23 | 2.93 | 7.49 |
| Sharpe Ratio | NA | 1.35 | 0.39 | 0.93 | NA | NA | NA | … | … | 1.95 | 0.83 | -0.19 | 1.50 | 2.09 | 1.64 | 0.36 | 1.30 |
| Standard Deviation(%) | NA | 1.89 | 5.14 | 4.83 | NA | NA | NA | … | … | 1.13 | 5.80 | 6.27 | 4.31 | 4.62 | 4.41 | 7.96 | 5.98 |
| Draw Down(%) | NA | 0.73 | 8.41 | 8.41 | NA | NA | NA | … | … | 0.46 | 4.48 | 6.37 | 3.05 | 4.12 | 3.64 | 7.19 | 4.17 |
| Yield(%) | 0.00 | 2.15 | 2.76 | 4.69 | 3.27 | 2.18 | 1.64 | … | … | 1.21 | 1.90 | 3.90 | 3.27 | 11.42 | 3.25 | 3.11 | 2.42 |
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 |
|---|---|---|---|---|
| PWMIX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND INSTITUTIONAL CLASS) |
2.22%
Aug 2014 – Aug 2017 |
3.91%
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 |
|---|---|---|---|---|
| PWMIX (PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND INSTITUTIONAL CLASS) |
8.31%
Sep 2011 – Sep 2014 |
7.40%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart