Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXDIX (PAX ESG BETA DIVIDEND FUND INSTITUTIONAL CLASS) | 5.19% | 7.46% | 9.08% | 3.96% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXDIX (PAX ESG BETA DIVIDEND FUND INSTITUTIONAL CLASS) | 12/19/2016 | 06/03/2026 |
| 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 (%) | 0.00 | 7.46 | 9.08 | 3.96 | NA | NA | NA | … | … | 5.19 | 18.73 | -1.28 | 9.56 | -13.27 | 14.53 | 14.56 | 26.81 | -3.84 | 18.15 | -1.30 |
| Sharpe Ratio | NA | 0.62 | 0.55 | 0.10 | NA | NA | NA | … | … | 2.18 | 1.26 | -0.44 | 0.48 | -0.78 | 1.23 | 0.42 | 2.03 | -0.32 | 2.55 | -5.18 |
| Standard Deviation(%) | NA | 7.93 | 11.28 | 13.14 | NA | NA | NA | … | … | 4.89 | 12.64 | 11.17 | 12.38 | 18.82 | 11.82 | 34.13 | 12.49 | 16.48 | 6.90 | 6.60 |
| Draw Down(%) | NA | 4.56 | 14.45 | 24.79 | NA | NA | NA | … | … | 1.14 | 8.11 | 13.11 | 13.74 | 23.72 | 6.81 | 33.56 | 7.34 | 18.06 | 3.45 | 1.60 |
| Yield(%) | 0.00 | 2.42 | 2.61 | 8.82 | 8.60 | 5.74 | 4.30 | … | … | 0.00 | 2.81 | 2.27 | 2.84 | 2.29 | 42.88 | 3.40 | 6.44 | 3.46 | 1.51 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PXDIX (PAX ESG BETA DIVIDEND FUND INSTITUTIONAL CLASS) |
-2.11%
Dec 2021 – Dec 2024 |
3.82%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXDIX (PAX ESG BETA DIVIDEND FUND INSTITUTIONAL CLASS) |
18.49%
Dec 2018 – Dec 2021 |
12.17%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart