Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGRNX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INDIVIDUAL INVESTOR CLASS) | 12.73% | 17.71% | 12.97% | 5.59% | 10.35% | 9.26% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGRNX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INDIVIDUAL INVESTOR CLASS) | 03/31/2008 | 06/10/2026 |
| 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 (%) | -4.20 | 17.71 | 12.97 | 5.59 | 10.35 | 9.26 | NA | … | … | 12.73 | 13.92 | 4.91 | 16.55 | -22.88 | 20.26 | 25.71 | 27.75 | -14.31 | 26.43 | 10.62 | -1.44 | -2.78 | 32.01 | 19.27 | -10.39 | 11.62 | 37.51 | -35.79 |
| Sharpe Ratio | NA | 1.08 | 0.63 | 0.17 | 0.47 | NA | NA | … | … | 1.49 | 0.61 | 0.09 | 0.89 | -0.93 | 1.53 | 0.80 | 2.06 | -1.06 | 3.43 | 0.66 | -0.10 | -0.24 | 2.54 | 1.19 | -0.39 | 0.60 | 1.41 | -1.10 |
| Standard Deviation(%) | NA | 16.60 | 16.54 | 18.42 | 18.34 | NA | NA | … | … | 21.25 | 18.04 | 14.06 | 14.63 | 26.11 | 13.24 | 31.81 | 12.77 | 14.84 | 7.54 | 15.82 | 15.22 | 11.53 | 12.59 | 16.32 | 26.98 | 19.16 | 26.61 | 40.75 |
| Draw Down(%) | NA | 11.50 | 19.70 | 34.40 | 34.40 | NA | NA | … | … | 11.50 | 17.98 | 8.62 | 16.09 | 33.57 | 8.97 | 33.20 | 8.54 | 22.50 | 2.27 | 12.29 | 16.84 | 13.23 | 7.19 | 13.57 | 26.46 | 15.04 | 24.22 | 52.47 |
| Yield(%) | 0.00 | 20.15 | 9.71 | 5.40 | 6.09 | 5.89 | 4.36 | … | … | 0.00 | 22.12 | 4.80 | 0.73 | 0.15 | 0.60 | 0.50 | 0.82 | 3.27 | 3.94 | 0.58 | 0.96 | 1.62 | 2.22 | 1.79 | 2.14 | 0.73 | 1.18 | 0.27 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| PGRNX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INDIVIDUAL INVESTOR CLASS) |
-1.94%
Dec 2021 – Dec 2024 |
1.96%
May 2008 – May 2013 |
5.30%
May 2008 – May 2018 |
5.83%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGRNX (PAX GLOBAL ENVIRONMENTAL MARKETS FUND INDIVIDUAL INVESTOR CLASS) |
24.53%
Dec 2018 – Dec 2021 |
20.71%
Feb 2009 – Feb 2014 |
13.47%
Sep 2011 – Sep 2021 |
11.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart