Nasdaq - Delayed Quote USD

Impax Small Cap Institutional (PXSIX)

16.49 +0.12 (+0.73%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.41%
5y Average Return 6.57%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 43.64%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 43.64%
Worst 3Y Total Return 2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PXSIX
Category
YTD
5.78%
20.19%
1-Month
3.12%
0.02%
3-Month
5.78%
4.36%
1-Year
14.44%
60.18%
3-Year
2.16%
11.32%
5-Year
8.32%
13.88%
10-Year
6.35%
11.19%
Last Bull Market
59.52%
27.98%
Last Bear Market
-16.44%
-24.08%

Annual Total Return (%) History

Year
PXSIX
Category
2024
--
--
2023
13.79%
--
2022
-22.80%
--
2021
30.54%
--
2020
12.06%
10.99%
2019
23.56%
23.75%
2018
-15.59%
-12.72%
2017
9.10%
12.28%

2016
18.17%
20.78%
2015
-3.62%
-5.38%
2014
7.31%
3.79%
2013
43.64%
37.39%
2012
13.75%
15.46%
2011
-3.17%
-4.07%
2010
30.58%
25.61%
2009
37.29%
31.80%
2008
--
-36.56%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.78% -- -- --
2023 5.18% 3.13% -5.10% 10.54%
2022 -11.48% -16.44% -2.14% 6.65%
2021 13.76% 8.80% -0.91% 6.44%
2020 -29.22% 20.88% 1.81% 28.64%
2019 12.62% 4.38% -1.42% 6.62%
2018 -2.78% 4.54% -1.49% -15.69%
2017 0.58% 0.11% 2.61% 5.59%
2016 3.51% 1.30% 4.35% 8.00%
2015 4.29% -0.16% -8.73% 1.42%

2014 2.12% 4.05% -4.83% 6.12%
2013 12.43% 7.37% 11.34% 6.88%
2012 10.11% -5.55% 5.30% 3.87%
2011 6.68% 1.56% -21.71% 14.15%
2010 11.61% -8.18% 12.77% 12.99%
2009 -2.36% 19.89% 14.50% 2.42%
2008 -2.21% -1.95% -28.71% --

Rank in Category (By Total Return)

YTD 45
1-Month 82
3-Month 45
1-Year 84
3-Year 67
5-Year 73

Load Adjusted Returns

1-Year 14.44%
3-Year 2.16%
5-Year 8.32%
10-Year 6.35%

Performance & Risk

YTD Return 1.41%
5y Average Return 6.57%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Impax Asset Management
Net Assets 705.27M
YTD Return 5.78%
Yield 0.00%
Morningstar Rating
Inception Date Mar 27, 2008

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45% of its assets in securities of non-U.S. issuers. It may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

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