Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXBIX (PAX CORE BOND FUND INSTITUTIONAL CLASS) | -0.48% | 4.05% | 3.71% | 0.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXBIX (PAX CORE BOND FUND INSTITUTIONAL CLASS) | 12/19/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 4.05 | 3.71 | 0.12 | NA | NA | NA | … | … | -0.48 | 6.86 | 1.47 | 5.91 | -12.56 | -1.38 | 7.17 | 8.06 | 0.00 | 1.42 | 0.60 |
| Sharpe Ratio | NA | 0.36 | 0.09 | -0.42 | NA | NA | NA | … | … | -0.86 | 0.87 | -0.40 | 0.32 | -1.97 | -0.44 | 1.49 | 1.90 | -0.48 | 0.27 | 9.25 |
| Standard Deviation(%) | NA | 3.92 | 5.32 | 5.74 | NA | NA | NA | … | … | 4.22 | 4.57 | 5.39 | 7.05 | 7.14 | 3.22 | 4.63 | 3.46 | 2.86 | 2.87 | 2.21 |
| Draw Down(%) | NA | 2.89 | 5.95 | 17.17 | NA | NA | NA | … | … | 2.89 | 2.59 | 4.04 | 7.03 | 16.09 | 3.52 | 6.99 | 2.01 | 2.88 | 1.59 | 0.10 |
| Yield(%) | 0.00 | 3.80 | 3.69 | 2.89 | 2.67 | 1.78 | 1.34 | … | … | 1.33 | 4.09 | 3.70 | 3.45 | 2.52 | 1.93 | 4.47 | 2.77 | 2.56 | 1.12 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXBIX (PAX CORE BOND FUND INSTITUTIONAL CLASS) |
-5.20%
Oct 2020 – Oct 2023 |
-0.88%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXBIX (PAX CORE BOND FUND INSTITUTIONAL CLASS) |
5.52%
Oct 2022 – Oct 2025 |
2.52%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart