Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXSAX (PAX SMALL CAP FUND CLASS A) | 11.23% | 31.48% | 15.74% | 5.89% | 8.52% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXSAX (PAX SMALL CAP FUND CLASS A) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 31.48 | 15.74 | 5.89 | 8.52 | NA | NA | … | … | 11.23 | 11.51 | 14.54 | 13.56 | -23.01 | 30.38 | 11.77 | 23.27 | -15.97 | 8.80 | 17.85 | -3.86 | 7.10 | 24.94 |
| Sharpe Ratio | NA | 1.59 | 0.70 | 0.16 | 0.33 | NA | NA | … | … | 1.23 | 0.40 | 0.65 | 0.57 | -0.89 | 1.69 | 0.29 | 1.70 | -1.17 | 0.83 | 1.27 | -0.30 | 0.59 | 3.63 |
| Standard Deviation(%) | NA | 18.89 | 19.35 | 20.86 | 21.10 | NA | NA | … | … | 22.98 | 21.41 | 16.79 | 17.63 | 27.52 | 17.93 | 39.09 | 12.80 | 14.86 | 9.86 | 13.86 | 13.11 | 11.96 | 11.00 |
| Draw Down(%) | NA | 11.10 | 25.57 | 32.24 | 41.42 | NA | NA | … | … | 11.10 | 23.45 | 8.65 | 17.01 | 29.33 | 9.84 | 41.42 | 6.08 | 23.95 | 6.99 | 9.41 | 11.52 | 10.52 | 3.34 |
| Yield(%) | 0.00 | 7.22 | 4.76 | 4.42 | 5.21 | 5.27 | 3.95 | … | … | 0.00 | 6.82 | 5.72 | 0.00 | 1.85 | 11.53 | 4.17 | 1.09 | 10.77 | 1.67 | 2.63 | 0.61 | 4.60 | 12.78 |
Data as of 06/03/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSAX (PAX SMALL CAP FUND CLASS A) |
-7.41%
Mar 2017 – Mar 2020 |
-2.81%
Mar 2015 – Mar 2020 |
4.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSAX (PAX SMALL CAP FUND CLASS A) |
21.56%
Dec 2018 – Dec 2021 |
13.42%
Mar 2020 – Mar 2025 |
8.85%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart