Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAXHX (PAX HIGH YIELD BOND FUND INDIVIDUAL INVESTOR CLASS) | 0.71% | 5.98% | 7.69% | 2.95% | 4.83% | 4.14% | 4.85% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAXHX (PAX HIGH YIELD BOND FUND INDIVIDUAL INVESTOR CLASS) | 11/29/1999 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 5.98 | 7.69 | 2.95 | 4.83 | 4.14 | 4.85 | … | … | 0.71 | 8.76 | 6.10 | 11.70 | -12.85 | 3.28 | 7.89 | 14.11 | -3.06 | 5.29 | 13.85 | -5.73 | -1.41 | 6.94 | 13.42 | 2.01 | 9.83 | 38.66 | -20.60 | 5.81 | 8.92 | 0.72 | 7.25 | 10.73 | -7.18 | 4.67 | -0.58 | 0.14 |
| Sharpe Ratio | NA | 1.45 | 1.31 | 0.11 | 0.63 | NA | NA | … | … | 0.12 | 1.69 | 0.72 | 1.37 | -1.76 | 1.20 | 0.76 | 4.24 | -1.30 | 1.61 | 2.68 | -1.44 | -0.46 | 2.29 | 4.43 | 0.46 | 2.58 | 7.39 | -2.65 | 0.77 | 2.08 | -0.43 | 2.37 | 4.46 | -2.06 | 0.38 | -1.01 | -0.64 |
| Standard Deviation(%) | NA | 3.26 | 3.95 | 5.23 | 5.28 | NA | NA | … | … | 3.77 | 3.48 | 3.43 | 5.92 | 8.12 | 2.72 | 10.03 | 2.98 | 3.42 | 2.88 | 5.09 | 4.00 | 3.11 | 3.01 | 3.04 | 4.35 | 3.78 | 5.22 | 8.11 | 3.49 | 2.65 | 3.63 | 2.64 | 2.25 | 4.04 | 5.87 | 4.75 | 3.48 |
| Draw Down(%) | NA | 2.45 | 3.84 | 16.39 | 18.15 | NA | NA | … | … | 2.45 | 3.13 | 2.17 | 4.89 | 16.39 | 2.11 | 18.15 | 1.50 | 5.38 | 2.18 | 6.07 | 9.26 | 7.75 | 3.97 | 2.46 | 8.22 | 5.09 | 5.78 | 25.69 | 4.63 | 2.46 | 5.26 | 3.51 | 2.60 | 12.65 | 8.18 | 7.41 | 0.76 |
| Yield(%) | 0.00 | 5.52 | 5.82 | 4.73 | 5.21 | 4.96 | 5.37 | … | … | 1.97 | 6.01 | 5.59 | 6.16 | 4.20 | 4.21 | 4.85 | 5.23 | 4.88 | 5.22 | 6.04 | 5.69 | 5.95 | 6.18 | 8.40 | 9.01 | 9.41 | 10.39 | 7.64 | 7.69 | 6.35 | 6.35 | 4.59 | 1.17 | 0.00 | 7.50 | 9.08 | 0.86 |
Data as of 06/05/2026, Common starting date is 11/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXHX (PAX HIGH YIELD BOND FUND INDIVIDUAL INVESTOR CLASS) |
-3.45%
Nov 2005 – Nov 2008 |
-0.52%
Nov 2003 – Nov 2008 |
2.20%
Oct 2013 – Oct 2023 |
3.44%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAXHX (PAX HIGH YIELD BOND FUND INDIVIDUAL INVESTOR CLASS) |
16.24%
Nov 2008 – Nov 2011 |
13.96%
Nov 2008 – Nov 2013 |
7.84%
Nov 2008 – Nov 2018 |
6.35%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart