Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXHRX (PAX HIGH YIELD BOND FUND R CLASS) | NA | 13.77% | 1.78% | 4.43% | 2.80% | NA | NA | … | … |
Data as of 05/02/2017, Common starting date is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXHRX (PAX HIGH YIELD BOND FUND R CLASS) | 04/10/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 13.77 | 1.78 | 4.43 | 2.80 | NA | NA | … | … | 3.69 | 13.53 | -5.95 | -1.63 | 6.63 | 13.29 | 1.87 | 9.48 | 29.46 | -27.19 | -3.91 |
| Sharpe Ratio | NA | 3.43 | 0.38 | 1.14 | 0.52 | NA | NA | … | … | 3.56 | 2.57 | -1.48 | -0.53 | 2.32 | 4.33 | 0.42 | 2.51 | 6.42 | -3.73 | -1.27 |
| Standard Deviation(%) | NA | 3.93 | 4.29 | 3.79 | 4.73 | NA | NA | … | … | 3.15 | 5.16 | 4.05 | 3.11 | 2.85 | 3.08 | 4.33 | 3.74 | 4.57 | 7.51 | 6.45 |
| Draw Down(%) | NA | 2.40 | 16.98 | 16.98 | 33.26 | NA | NA | … | … | 2.18 | 6.10 | 9.35 | 7.79 | 3.99 | 2.49 | 8.32 | 5.21 | 6.34 | 29.67 | 5.45 |
| Yield(%) | 0.00 | 5.09 | 4.85 | 5.70 | 4.36 | 2.93 | 2.20 | … | … | 1.29 | 5.75 | 5.46 | 5.73 | 5.89 | 8.14 | 8.76 | 8.95 | 2.61 | 0.00 | 0.00 |
Data as of 05/02/2017, Common starting date is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHRX (PAX HIGH YIELD BOND FUND R CLASS) |
-3.48%
May 2007 – May 2010 |
0.84%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXHRX (PAX HIGH YIELD BOND FUND R CLASS) |
13.03%
Dec 2008 – Dec 2011 |
11.92%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart