Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) | 6.07% | 16.42% | 15.17% | 6.79% | 8.01% | 4.90% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) | 03/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 16.42 | 15.17 | 6.79 | 8.01 | 4.90 | NA | … | … | 6.07 | 28.63 | 4.86 | 18.90 | -18.01 | 8.43 | 10.52 | 23.13 | -13.15 | 23.01 | -1.84 | 0.91 | -10.99 | 16.50 | 12.90 | -17.42 | 8.37 | 39.15 | -36.75 |
| Sharpe Ratio | NA | 0.99 | 0.83 | 0.30 | 0.40 | NA | NA | … | … | 0.85 | 1.64 | 0.10 | 1.17 | -0.89 | 0.67 | 0.35 | 2.11 | -1.11 | 3.02 | -0.12 | 0.06 | -0.75 | 1.33 | 0.80 | -0.68 | 0.44 | 1.44 | -1.06 |
| Standard Deviation(%) | NA | 16.66 | 15.24 | 16.34 | 16.72 | NA | NA | … | … | 21.67 | 15.79 | 12.65 | 13.12 | 21.85 | 12.54 | 29.41 | 10.26 | 13.10 | 7.44 | 17.65 | 15.23 | 14.77 | 12.34 | 16.17 | 25.68 | 18.97 | 27.16 | 43.45 |
| Draw Down(%) | NA | 11.60 | 13.54 | 34.23 | 34.23 | NA | NA | … | … | 11.60 | 13.14 | 11.15 | 11.96 | 31.23 | 7.24 | 31.95 | 7.56 | 21.14 | 2.14 | 12.67 | 16.35 | 15.40 | 10.79 | 17.60 | 28.02 | 16.40 | 23.24 | 53.54 |
| Yield(%) | 0.00 | 6.94 | 4.74 | 3.25 | 3.49 | 2.54 | 1.94 | … | … | 0.00 | 8.17 | 3.29 | 2.40 | 1.87 | 2.23 | 1.69 | 3.07 | 2.07 | 2.70 | 2.38 | 1.76 | 1.65 | 1.58 | 2.03 | 1.66 | 1.28 | 1.33 | 0.81 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) |
-4.55%
Nov 2013 – Nov 2016 |
-3.12%
May 2008 – May 2013 |
0.16%
May 2008 – May 2018 |
1.16%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PXINX (PAX MSCI EAFE ESG LEADERS INDEX FUND INDIVIDUAL INVESTOR CLASS) |
21.82%
Sep 2022 – Sep 2025 |
14.48%
Feb 2009 – Feb 2014 |
9.26%
Feb 2016 – Feb 2026 |
6.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart