Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXGOX (PAX GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 3.34% | 6.72% | 8.24% | 4.50% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXGOX (PAX GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 06/28/2018 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 6.72 | 8.24 | 4.50 | NA | NA | NA | … | … | 3.34 | 9.71 | 6.43 | 15.50 | -18.50 | 18.98 | 23.12 | 33.73 | -7.37 |
| Sharpe Ratio | NA | 0.26 | 0.33 | 0.11 | NA | NA | NA | … | … | 0.19 | 0.40 | 0.23 | 0.93 | -0.81 | 1.48 | 0.75 | 2.60 | -1.01 |
| Standard Deviation(%) | NA | 15.51 | 15.10 | 17.06 | NA | NA | NA | … | … | 19.98 | 17.01 | 12.00 | 12.86 | 24.72 | 12.77 | 30.55 | 12.40 | 15.53 |
| Draw Down(%) | NA | 12.17 | 19.26 | 30.07 | NA | NA | NA | … | … | 11.72 | 16.65 | 8.47 | 14.39 | 29.95 | 6.35 | 30.61 | 7.38 | 17.55 |
| Yield(%) | 0.00 | 6.69 | 3.73 | 2.80 | 2.62 | 1.75 | 1.31 | … | … | 0.00 | 7.13 | 3.05 | 0.36 | 1.31 | 2.18 | 1.07 | 2.55 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXGOX (PAX GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
0.06%
Dec 2021 – Dec 2024 |
3.86%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXGOX (PAX GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
25.12%
Dec 2018 – Dec 2021 |
13.02%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart