Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXSIX (PAX SMALL CAP FUND INSTITUTIONAL CLASS) | 12.89% | 33.99% | 16.56% | 3.90% | 7.20% | 8.32% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXSIX (PAX SMALL CAP FUND INSTITUTIONAL CLASS) | 04/02/2008 | 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 (%) | 0.96 | 33.99 | 16.56 | 3.90 | 7.20 | 8.32 | NA | … | … | 12.89 | 11.80 | 14.83 | 13.79 | -24.66 | 19.28 | 7.89 | 23.56 | -15.74 | 9.10 | 18.09 | -3.62 | 7.31 | 43.64 | 13.75 | -3.17 | 30.57 | 37.29 | -33.39 |
| Sharpe Ratio | NA | 1.60 | 0.72 | 0.06 | 0.26 | NA | NA | … | … | 1.23 | 0.42 | 0.67 | 0.58 | -0.94 | 0.98 | 0.19 | 1.73 | -1.16 | 0.86 | 1.28 | -0.28 | 0.61 | 3.92 | 0.93 | -0.11 | 1.61 | 1.42 | -0.94 |
| Standard Deviation(%) | NA | 18.97 | 19.34 | 21.20 | 21.28 | NA | NA | … | … | 23.12 | 21.36 | 16.80 | 17.59 | 27.73 | 19.55 | 39.20 | 12.80 | 14.80 | 9.87 | 13.96 | 13.09 | 11.97 | 11.12 | 14.81 | 28.87 | 18.94 | 26.11 | 45.13 |
| Draw Down(%) | NA | 11.03 | 25.47 | 38.79 | 41.40 | NA | NA | … | … | 11.03 | 23.41 | 8.63 | 16.97 | 29.28 | 14.52 | 41.40 | 6.01 | 23.85 | 6.93 | 9.34 | 11.49 | 10.44 | 3.39 | 11.68 | 26.75 | 14.79 | 21.40 | 51.55 |
| Yield(%) | 0.00 | 7.06 | 4.70 | 2.25 | 3.35 | 4.87 | 4.70 | … | … | 0.00 | 6.66 | 5.70 | 0.00 | 0.09 | 0.54 | 0.00 | 1.21 | 10.81 | 1.89 | 2.76 | 0.84 | 4.76 | 14.40 | 3.76 | 9.55 | 10.73 | 0.10 | 0.25 |
Data as of 06/04/2026, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSIX (PAX SMALL CAP FUND INSTITUTIONAL CLASS) |
-7.19%
Mar 2017 – Mar 2020 |
-2.58%
Mar 2015 – Mar 2020 |
3.00%
Oct 2013 – Oct 2023 |
6.17%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSIX (PAX SMALL CAP FUND INSTITUTIONAL CLASS) |
27.29%
Feb 2009 – Feb 2012 |
26.43%
Feb 2009 – Feb 2014 |
14.76%
Feb 2009 – Feb 2019 |
11.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart