Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXGAX (PAX ESG BETA QUALITY FUND CLASS A) | 12.88% | 30.71% | 20.82% | 12.78% | 13.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXGAX (PAX ESG BETA QUALITY FUND CLASS A) | 05/03/2013 | 06/04/2026 |
| 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 (%) | 1.20 | 30.71 | 20.82 | 12.78 | 13.93 | NA | NA | … | … | 12.88 | 15.63 | 20.61 | 24.47 | -18.31 | 30.25 | 13.44 | 27.47 | -4.54 | 21.96 | 6.24 | 2.24 | 11.68 | 19.02 |
| Sharpe Ratio | NA | 2.29 | 1.18 | 0.60 | 0.69 | NA | NA | … | … | 1.99 | 0.75 | 1.33 | 1.56 | -0.82 | 2.33 | 0.40 | 2.21 | -0.38 | 3.29 | 0.45 | 0.14 | 0.98 | 2.86 |
| Standard Deviation(%) | NA | 12.45 | 14.94 | 16.95 | 17.68 | NA | NA | … | … | 14.29 | 19.17 | 12.73 | 13.50 | 24.07 | 12.96 | 33.22 | 11.74 | 15.83 | 6.51 | 13.26 | 15.53 | 11.93 | 10.51 |
| Draw Down(%) | NA | 9.26 | 20.45 | 26.04 | 33.77 | NA | NA | … | … | 9.26 | 19.43 | 8.19 | 11.34 | 25.74 | 6.02 | 33.77 | 6.23 | 17.52 | 2.09 | 11.64 | 12.20 | 7.23 | 4.94 |
| Yield(%) | 0.00 | 5.94 | 10.22 | 9.96 | 10.58 | 9.59 | 7.20 | … | … | 0.00 | 5.96 | 17.05 | 7.01 | 5.86 | 23.66 | 2.13 | 4.47 | 7.02 | 5.27 | 10.24 | 6.18 | 4.82 | 2.85 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PXGAX (PAX ESG BETA QUALITY FUND CLASS A) |
3.70%
Mar 2017 – Mar 2020 |
4.65%
Mar 2015 – Mar 2020 |
9.49%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXGAX (PAX ESG BETA QUALITY FUND CLASS A) |
23.49%
Dec 2018 – Dec 2021 |
17.14%
Oct 2016 – Oct 2021 |
13.90%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart