Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PXGYF (PAX Global Technology Limited) NA 51.30% 31.86% 38.42% 13.46% NA NA
Data as of 09/08/2025, Common starting date is 08/07/2014
More Performance Analytics Comparison
Name Start Date End Date
PXGYF (PAX Global Technology Limited) 08/07/2014 09/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 51.30 31.86 38.42 13.46 NA NA 24.35 59.37 27.93 23.72 2.73 89.24 61.67 -32.58 -25.83 -31.12 15.32 0.00
Sharpe Ratio NA 0.97 0.44 0.53 0.16 NA NA 0.55 0.76 0.42 0.32 0.04 0.72 0.59 -0.51 -0.78 -0.56 0.36 0.00
Standard Deviation(%) NA 64.10 65.02 68.93 75.22 NA NA 63.65 73.58 58.59 69.08 68.29 122.59 101.98 67.34 34.26 56.03 42.25 NA
Draw Down(%) NA 25.17 40.42 57.25 75.04 NA NA 20.29 40.42 28.11 27.45 51.45 41.67 36.08 45.45 35.24 45.89 27.54 0.00
Yield(%) 0.00 5.63 18.84 29.60 9.84 7.26 5.45 5.23 34.99 25.84 5.43 28.86 5.28 0.00 0.00 6.25 6.19 2.26 0.00
Data as of 09/08/2025, Common starting date is 08/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXGYF (PAX Global Technology Limited) -29.90%
Dec 2015 – Dec 2018
-16.82%
Mar 2015 – Mar 2020
8.37%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PXGYF (PAX Global Technology Limited) 52.17%
Jan 2020 – Jan 2023
46.06%
Jul 2020 – Jul 2025
13.58%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return