Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXGRX (PAX GROWTH FUND R CLASS) | NA | 13.24% | 8.47% | 10.82% | 6.62% | NA | NA | … | … |
Data as of 05/02/2017, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXGRX (PAX GROWTH FUND R CLASS) | 04/10/2007 | 05/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 13.24 | 8.47 | 10.82 | 6.62 | NA | NA | … | … | 7.09 | 5.99 | 1.97 | 11.37 | 29.30 | 12.80 | -2.37 | 22.73 | 38.67 | -41.58 | 6.91 |
| Sharpe Ratio | NA | 1.32 | 0.63 | 0.82 | 0.29 | NA | NA | … | … | 3.63 | 0.43 | 0.12 | 0.95 | 2.62 | 0.88 | -0.09 | 1.18 | 1.39 | -1.06 | 0.38 |
| Standard Deviation(%) | NA | 9.81 | 13.18 | 13.14 | 21.52 | NA | NA | … | … | 6.25 | 13.29 | 15.57 | 12.01 | 11.19 | 14.62 | 25.97 | 19.20 | 27.79 | 40.06 | 17.53 |
| Draw Down(%) | NA | 6.39 | 15.41 | 15.41 | 54.78 | NA | NA | … | … | 1.96 | 11.63 | 12.28 | 7.19 | 4.95 | 13.44 | 22.49 | 14.02 | 21.39 | 52.32 | 10.07 |
| Yield(%) | 0.00 | 9.82 | 6.97 | 5.93 | 4.28 | 2.93 | 2.20 | … | … | 0.00 | 10.01 | 6.03 | 4.63 | 2.82 | 0.00 | 0.00 | 0.72 | 0.00 | 2.02 | 11.51 |
Data as of 05/02/2017, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXGRX (PAX GROWTH FUND R CLASS) |
-7.55%
Jun 2007 – Jun 2010 |
0.06%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXGRX (PAX GROWTH FUND R CLASS) |
27.43%
Feb 2009 – Feb 2012 |
22.49%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart