Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXHIX (PAX HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | 0.93% | 6.54% | 8.01% | 3.20% | 5.21% | 4.45% | 3.78% | … | … |
Data as of 06/03/2026, Common starting date is 06/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXHIX (PAX HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | 06/15/2004 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 6.54 | 8.01 | 3.20 | 5.21 | 4.45 | 3.78 | … | … | 0.93 | 9.03 | 6.36 | 12.04 | -12.68 | 3.38 | 8.17 | 14.26 | -2.70 | 6.62 | 13.97 | -5.55 | -1.03 | 7.18 | 13.71 | 2.10 | 10.12 | 31.39 | -27.10 | -2.34 | 2.28 | -5.65 | 4.61 |
| Sharpe Ratio | NA | 1.46 | 1.36 | 0.15 | 0.69 | NA | NA | … | … | 0.16 | 1.73 | 0.83 | 1.42 | -1.75 | 1.30 | 0.77 | 4.39 | -1.16 | 2.13 | 2.64 | -1.38 | -0.33 | 2.41 | 4.41 | 0.46 | 2.61 | 6.65 | -3.71 | -2.11 | -0.72 | -3.15 | 4.13 |
| Standard Deviation(%) | NA | 3.42 | 3.99 | 5.22 | 5.32 | NA | NA | … | … | 3.92 | 3.57 | 3.30 | 5.93 | 8.11 | 2.58 | 10.19 | 2.91 | 3.54 | 2.81 | 5.21 | 4.04 | 3.20 | 2.96 | 3.13 | 4.53 | 3.85 | 4.70 | 7.55 | 2.62 | 1.59 | 2.51 | 1.77 |
| Draw Down(%) | NA | 2.44 | 3.84 | 16.31 | 18.19 | NA | NA | … | … | 2.44 | 2.95 | 2.35 | 4.71 | 16.31 | 2.22 | 18.19 | 1.36 | 5.51 | 2.04 | 6.07 | 9.07 | 7.71 | 3.84 | 2.46 | 8.32 | 5.09 | 6.50 | 29.70 | 5.69 | 2.94 | 6.07 | 0.82 |
| Yield(%) | 0.00 | 5.73 | 6.07 | 4.89 | 5.45 | 5.15 | 4.34 | … | … | 2.04 | 6.25 | 5.85 | 6.45 | 4.42 | 4.15 | 5.08 | 5.50 | 5.12 | 5.46 | 6.28 | 5.91 | 6.22 | 6.40 | 8.65 | 9.25 | 9.40 | 4.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHIX (PAX HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
-10.77%
Nov 2005 – Nov 2008 |
-2.91%
Jul 2004 – Jul 2009 |
1.65%
Feb 2006 – Feb 2016 |
2.49%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHIX (PAX HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
13.89%
Dec 2008 – Dec 2011 |
12.62%
Nov 2008 – Nov 2013 |
7.45%
Nov 2008 – Nov 2018 |
6.26%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart
