Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXEAX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND CLASS A) | 17.71% | 25.63% | 15.03% | 6.95% | 10.92% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXEAX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND CLASS A) | 05/03/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.37 | 25.63 | 15.03 | 6.95 | 10.92 | NA | NA | … | … | 17.71 | 13.90 | 4.87 | 16.58 | -22.58 | 21.92 | 25.69 | 27.77 | -14.33 | 26.46 | 10.62 | -1.43 | -2.73 | 18.89 |
| Sharpe Ratio | NA | 1.27 | 0.67 | 0.20 | 0.49 | NA | NA | … | … | 1.78 | 0.61 | 0.09 | 0.89 | -0.92 | 1.65 | 0.80 | 2.07 | -1.07 | 3.42 | 0.66 | -0.10 | -0.24 | 2.48 |
| Standard Deviation(%) | NA | 16.18 | 16.45 | 18.35 | 18.29 | NA | NA | … | … | 20.89 | 18.11 | 14.04 | 14.58 | 26.08 | 13.24 | 31.78 | 12.67 | 14.80 | 7.57 | 15.85 | 15.24 | 11.56 | 12.03 |
| Draw Down(%) | NA | 11.45 | 19.69 | 33.65 | 33.65 | NA | NA | … | … | 11.45 | 17.97 | 8.63 | 16.07 | 33.55 | 8.98 | 33.20 | 8.55 | 22.53 | 2.21 | 12.31 | 16.86 | 13.25 | 7.19 |
| Yield(%) | 0.00 | 20.64 | 9.84 | 5.79 | 6.38 | 5.23 | 3.93 | … | … | 0.00 | 22.17 | 4.81 | 0.74 | 0.41 | 2.27 | 0.50 | 0.80 | 3.27 | 3.93 | 0.56 | 0.97 | 1.68 | 2.20 |
Data as of 06/03/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXEAX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND CLASS A) |
-1.82%
Dec 2021 – Dec 2024 |
2.80%
Mar 2015 – Mar 2020 |
5.94%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXEAX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND CLASS A) |
25.10%
Dec 2018 – Dec 2021 |
16.23%
Dec 2016 – Dec 2021 |
11.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart