Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXSRX (PAX SMALL CAP FUND R CLASS) | NA | 12.36% | 6.13% | 12.41% | NA | NA | NA | … | … |
Data as of 05/02/2017, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXSRX (PAX SMALL CAP FUND R CLASS) | 03/31/2008 | 05/02/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 12.36 | 6.13 | 12.41 | NA | NA | NA | … | … | -0.20 | 17.62 | -4.09 | 6.79 | 42.90 | 13.25 | -3.74 | 29.94 | 36.58 | -31.93 |
| Sharpe Ratio | NA | 0.99 | 0.46 | 0.96 | NA | NA | NA | … | … | -0.10 | 1.24 | -0.31 | 0.56 | 3.88 | 0.89 | -0.13 | 1.58 | 1.40 | -0.90 |
| Standard Deviation(%) | NA | 12.25 | 12.94 | 12.89 | NA | NA | NA | … | … | 10.84 | 13.95 | 13.07 | 12.03 | 11.05 | 14.89 | 28.80 | 18.89 | 26.00 | 44.88 |
| Draw Down(%) | NA | 7.11 | 18.17 | 18.17 | NA | NA | NA | … | … | 5.21 | 9.41 | 11.60 | 10.58 | 3.42 | 11.70 | 26.88 | 14.80 | 21.40 | 51.64 |
| Yield(%) | 0.00 | 2.36 | 2.39 | 5.40 | 4.84 | 3.22 | 2.42 | … | … | 0.00 | 2.50 | 0.48 | 4.35 | 14.09 | 3.38 | 9.02 | 10.57 | 0.00 | 0.00 |
Data as of 05/02/2017, 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 |
|---|---|---|---|---|
| PXSRX (PAX SMALL CAP FUND R CLASS) |
3.05%
Sep 2008 – Sep 2011 |
7.56%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXSRX (PAX SMALL CAP FUND R CLASS) |
26.64%
Feb 2009 – Feb 2012 |
25.76%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart