Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXWEX (PAX ELLEVATE GLOBAL WOMEN’S INDEX FUND INDIVIDUAL INVESTOR CLASS) | 10.29% | 23.40% | 16.69% | 7.24% | 10.22% | 9.03% | 6.27% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXWEX (PAX ELLEVATE GLOBAL WOMEN’S INDEX FUND INDIVIDUAL INVESTOR CLASS) | 06/28/1994 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 23.40 | 16.69 | 7.24 | 10.22 | 9.03 | 6.27 | … | … | 10.29 | 17.41 | 12.15 | 18.14 | -21.74 | 17.28 | 13.67 | 26.42 | -7.74 | 24.87 | 6.01 | -1.07 | 5.95 | 24.56 | 12.67 | -8.65 | 10.60 | 25.77 | -39.69 | 1.10 | 8.40 | 0.30 | 10.72 | 23.65 | -14.59 | -3.16 | 2.55 | 8.30 | 28.77 | 28.59 | 14.49 | 16.96 | -4.73 |
| Sharpe Ratio | NA | 1.55 | 0.99 | 0.29 | 0.51 | NA | NA | … | … | 1.26 | 0.91 | 0.76 | 1.25 | -1.00 | 1.45 | 0.41 | 2.25 | -0.65 | 3.77 | 0.41 | -0.08 | 0.57 | 2.14 | 0.86 | -0.33 | 0.58 | 0.92 | -1.04 | -0.12 | 0.54 | -0.21 | 0.92 | 1.46 | -0.68 | -0.32 | -0.05 | 0.30 | 1.22 | 1.45 | 0.94 | 1.33 | -1.39 |
| Standard Deviation(%) | NA | 13.94 | 13.96 | 15.98 | 17.00 | NA | NA | … | … | 18.28 | 16.06 | 11.21 | 11.71 | 23.35 | 11.87 | 32.82 | 11.10 | 14.19 | 6.45 | 14.04 | 14.26 | 10.49 | 11.49 | 14.71 | 26.28 | 18.11 | 28.02 | 38.96 | 17.27 | 9.34 | 9.44 | 10.62 | 15.69 | 23.15 | 17.59 | 34.88 | 16.41 | 20.69 | 17.15 | 11.38 | 9.75 | 9.01 |
| Draw Down(%) | NA | 9.60 | 16.69 | 29.67 | 34.47 | NA | NA | … | … | 9.60 | 16.69 | 7.77 | 10.72 | 28.18 | 6.67 | 34.47 | 6.73 | 17.64 | 1.78 | 9.47 | 11.87 | 8.32 | 7.80 | 13.99 | 24.67 | 16.32 | 24.38 | 49.85 | 11.40 | 8.33 | 6.94 | 6.52 | 13.66 | 27.12 | 20.28 | 22.70 | 15.97 | 21.74 | 11.89 | 10.19 | 4.03 | 12.24 |
| Yield(%) | 0.00 | 10.00 | 7.90 | 4.53 | 5.26 | 5.45 | 3.85 | … | … | 0.00 | 10.52 | 9.76 | 1.85 | 0.68 | 1.42 | 1.16 | 3.72 | 4.28 | 3.01 | 1.91 | 2.34 | 12.42 | 1.07 | 1.37 | 1.02 | 0.53 | 0.61 | 3.38 | 0.00 | 2.80 | 2.42 | 0.10 | 0.00 | 0.00 | 2.88 | 7.10 | 4.90 | 5.06 | 1.22 | 0.08 | 3.19 | 1.64 |
Data as of 06/04/2026, Common starting date is 06/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXWEX (PAX ELLEVATE GLOBAL WOMEN'S INDEX FUND INDIVIDUAL INVESTOR CLASS) |
-17.95%
Feb 2006 – Feb 2009 |
-9.55%
Feb 2004 – Feb 2009 |
-3.23%
Feb 1999 – Feb 2009 |
1.87%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXWEX (PAX ELLEVATE GLOBAL WOMEN'S INDEX FUND INDIVIDUAL INVESTOR CLASS) |
25.93%
Jun 1996 – Jun 1999 |
19.15%
Dec 1994 – Dec 1999 |
11.72%
Dec 2011 – Dec 2021 |
10.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart