Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) | 3.09% | 14.89% | 9.51% | 12.07% | 10.61% | 4.94% | 4.93% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) | 03/31/2008 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 03/31/2008.
AR inception is since 03/31/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 9.51 | 12.07 | 10.61 | 4.94 | 4.93 | NA | 3.09 | 14.89 | 4.07 | 18.90 | -18.01 | 8.43 | 10.52 | 23.13 | -13.15 | 23.01 | -1.84 | 0.91 | -10.99 | 16.50 | 12.90 | -17.42 | 8.37 | 39.15 | -36.75 |
| Sharpe Ratio | NA | 0.19 | 0.47 | 0.53 | 0.19 | NA | NA | 0.10 | 2.06 | -0.20 | 1.13 | -0.89 | 0.67 | 0.35 | 2.12 | -1.11 | 3.02 | -0.12 | 0.06 | -0.75 | 1.33 | 0.80 | -0.68 | 0.44 | 1.44 | -1.06 |
| Standard Deviation(%) | NA | 16.53 | 16.34 | 16.30 | 16.73 | NA | NA | 19.77 | 20.50 | 12.69 | 13.12 | 21.85 | 12.54 | 29.41 | 10.26 | 13.10 | 7.44 | 17.65 | 15.23 | 14.77 | 12.34 | 16.17 | 25.68 | 18.97 | 27.16 | 43.45 |
| Draw Down(%) | NA | 14.19 | 20.41 | 34.23 | 34.23 | NA | NA | 54.21 | 13.14 | 11.82 | 11.96 | 31.23 | 7.24 | 31.95 | 7.56 | 21.14 | 2.14 | 12.67 | 16.35 | 15.40 | 10.79 | 17.60 | 28.02 | 16.40 | 23.24 | 53.54 |
| Yield(%) | 0.00 | 2.27 | 2.46 | 2.65 | 2.23 | 2.33 | 1.47 | 1.73 | 0.00 | 2.51 | 2.40 | 1.87 | 2.23 | 1.69 | 3.07 | 2.07 | 2.70 | 2.38 | 1.76 | 1.65 | 1.58 | 2.03 | 1.66 | 1.28 | 1.33 | 0.81 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) |
-4.55%
Nov 2013 - Nov 2016 |
-3.12%
May 2008 - May 2013 |
0.16%
May 2008 - May 2018 |
1.16%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) |
18.08%
Feb 2009 - Feb 2012 |
14.48%
Feb 2009 - Feb 2014 |
7.04%
Feb 2009 - Feb 2019 |
6.79%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart