Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXSCX (PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS) | 12.78% | 33.71% | 16.27% | 4.11% | 7.18% | 8.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXSCX (PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS) | 03/31/2008 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 33.71 | 16.27 | 4.11 | 7.18 | 8.22 | NA | … | … | 12.78 | 11.53 | 14.55 | 13.51 | -22.99 | 18.79 | 7.57 | 23.29 | -15.96 | 8.78 | 17.90 | -3.85 | 7.06 | 43.25 | 13.55 | -3.50 | 30.31 | 36.87 | -31.80 |
| Sharpe Ratio | NA | 1.58 | 0.70 | 0.07 | 0.26 | NA | NA | … | … | 1.21 | 0.41 | 0.65 | 0.56 | -0.89 | 0.96 | 0.19 | 1.70 | -1.17 | 0.83 | 1.27 | -0.30 | 0.59 | 3.91 | 0.91 | -0.12 | 1.60 | 1.41 | -0.90 |
| Standard Deviation(%) | NA | 19.05 | 19.37 | 21.19 | 21.29 | NA | NA | … | … | 23.26 | 21.35 | 16.79 | 17.69 | 27.55 | 19.61 | 39.22 | 12.82 | 14.82 | 9.88 | 13.92 | 13.04 | 11.93 | 11.04 | 14.89 | 28.84 | 18.87 | 26.00 | 44.84 |
| Draw Down(%) | NA | 11.06 | 25.52 | 38.25 | 41.38 | NA | NA | … | … | 11.06 | 23.41 | 8.68 | 17.02 | 29.34 | 14.66 | 41.38 | 6.14 | 23.92 | 6.98 | 9.40 | 11.56 | 10.50 | 3.35 | 11.73 | 26.84 | 14.75 | 21.40 | 51.55 |
| Yield(%) | 0.00 | 7.22 | 4.74 | 2.56 | 3.49 | 4.90 | 4.82 | … | … | 0.00 | 6.80 | 5.70 | 0.00 | 1.85 | 0.24 | 0.00 | 1.08 | 10.73 | 1.66 | 2.63 | 0.62 | 4.57 | 14.21 | 3.51 | 9.37 | 10.55 | 0.00 | 0.12 |
Data as of 06/04/2026, Common starting date is 03/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSCX (PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS) |
-7.41%
Mar 2017 – Mar 2020 |
-2.81%
Mar 2015 – Mar 2020 |
2.99%
Oct 2013 – Oct 2023 |
6.06%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSCX (PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS) |
26.95%
Feb 2009 – Feb 2012 |
26.09%
Feb 2009 – Feb 2014 |
14.46%
Feb 2009 – Feb 2019 |
11.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart