Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXLIX (PAX LARGE CAP FUND INSTITUTIONAL CLASS) | 3.88% | 16.16% | 14.26% | 7.31% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXLIX (PAX LARGE CAP FUND INSTITUTIONAL CLASS) | 12/19/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 16.16 | 14.26 | 7.31 | NA | NA | NA | … | … | 3.88 | 12.44 | 14.26 | 20.20 | -19.81 | 30.98 | 23.99 | 36.24 | -5.15 | 20.96 | -1.10 |
| Sharpe Ratio | NA | 1.00 | 0.76 | 0.29 | NA | NA | NA | … | … | 0.41 | 0.54 | 0.84 | 1.21 | -0.87 | 2.44 | 0.71 | 2.70 | -0.37 | 2.93 | -5.69 |
| Standard Deviation(%) | NA | 14.75 | 15.35 | 17.28 | NA | NA | NA | … | … | 19.37 | 17.82 | 12.60 | 13.80 | 24.48 | 12.66 | 33.51 | 12.86 | 17.92 | 6.97 | 5.23 |
| Draw Down(%) | NA | 12.95 | 20.25 | 26.02 | NA | NA | NA | … | … | 12.21 | 20.25 | 7.67 | 12.34 | 26.02 | 5.53 | 32.76 | 7.26 | 21.33 | 2.75 | 1.39 |
| Yield(%) | 0.00 | 25.35 | 16.71 | 10.49 | 12.19 | 8.13 | 6.09 | … | … | 0.00 | 25.53 | 17.96 | 5.18 | 2.45 | 7.47 | 7.82 | 5.59 | 19.28 | 14.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXLIX (PAX LARGE CAP FUND INSTITUTIONAL CLASS) |
3.05%
Mar 2022 – Mar 2025 |
6.38%
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 |
|---|---|---|---|---|
| PXLIX (PAX LARGE CAP FUND INSTITUTIONAL CLASS) |
30.31%
Dec 2018 – Dec 2021 |
19.05%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart