Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PXWGX (PAX ESG BETA QUALITY FUND INDIVIDUAL INVESTOR CLASS) | 3.30% | 9.62% | 12.38% | 7.58% | 7.89% | 10.57% | 7.46% | 6.25% |
Data as of 06/30/2025, AR inception is 02/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXWGX (PAX ESG BETA QUALITY FUND INDIVIDUAL INVESTOR CLASS) | 02/02/1998 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.13 | 9.62 | 12.38 | 7.58 | 7.89 | 10.57 | 7.46 | 6.25 | 3.30 | 20.59 | 17.87 | -22.56 | 7.05 | 12.20 | 27.15 | -4.54 | 21.90 | 6.26 | 2.20 | 11.66 | 29.61 | 13.08 | -2.05 | 22.22 | 38.94 | -41.52 | 13.39 | -2.26 | 7.19 | 22.04 | 34.99 | -21.34 | -22.95 | -16.11 | 28.30 | 15.10 |
| Sharpe Ratio | NA | 0.27 | 0.43 | 0.31 | 0.32 | NA | NA | 0.23 | 0.10 | 1.10 | 0.97 | -0.96 | 0.31 | 0.36 | 2.19 | -0.37 | 3.28 | 0.46 | 0.14 | 0.97 | 2.66 | 0.90 | -0.08 | 1.15 | 1.40 | -1.05 | 0.62 | -0.33 | 0.39 | 1.31 | 1.89 | -1.13 | -1.25 | -0.78 | 1.38 | 0.58 |
| Standard Deviation(%) | NA | 19.47 | 17.91 | 19.52 | 19.12 | NA | NA | 20.27 | 23.94 | 12.73 | 14.17 | 24.94 | 22.69 | 33.24 | 11.74 | 15.87 | 6.51 | 13.26 | 15.58 | 11.94 | 11.13 | 14.68 | 25.90 | 19.24 | 27.83 | 40.12 | 16.71 | 17.02 | 12.82 | 16.08 | 18.19 | 19.84 | 20.55 | 25.84 | 18.11 | 22.86 |
| Draw Down(%) | NA | 20.47 | 20.47 | 37.97 | 37.97 | NA | NA | 57.63 | 19.45 | 8.19 | 11.38 | 25.76 | 17.97 | 33.81 | 6.26 | 17.52 | 2.09 | 11.62 | 12.23 | 7.17 | 4.91 | 13.36 | 22.45 | 14.56 | 21.30 | 52.25 | 10.07 | 15.82 | 7.36 | 13.75 | 8.11 | 24.78 | 32.76 | 29.23 | 10.28 | 27.93 |
| Yield(%) | 0.00 | 14.02 | 6.96 | 4.56 | 5.59 | 8.29 | 5.83 | 5.26 | 0.00 | 16.97 | 0.55 | 1.62 | 0.84 | 1.01 | 4.14 | 6.99 | 5.25 | 10.20 | 6.13 | 4.75 | 2.92 | 0.21 | 0.00 | 0.00 | 0.00 | 2.04 | 13.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 02/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXWGX (PAX ESG BETA QUALITY FUND INDIVIDUAL INVESTOR CLASS) |
-22.38%
Feb 2000 - Feb 2003 |
-7.03%
Mar 1998 - Mar 2003 |
-3.70%
Feb 1999 - Feb 2009 |
2.73%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXWGX (PAX ESG BETA QUALITY FUND INDIVIDUAL INVESTOR CLASS) |
27.51%
Feb 2009 - Feb 2012 |
22.65%
Feb 2009 - Feb 2014 |
15.57%
Feb 2009 - Feb 2019 |
12.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart