PAXWX - Pax Balanced Individual Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up36
Number of Years Down9
Best 1 Yr Total Return (Oct 30, 2017)21.35%
Worst 1 Yr Total Return (Oct 30, 2017)-30.72%

Risk Statistics

3 Years
PAXWXCategory Average
5 Years
PAXWXCategory Average
10 Years
PAXWXCategory Average
Alpha
-0.39-0.01
0.36-0
-1.82-0
Beta
0.990.01
1.010.01
1.120.01
Mean Annual Return
0.470
0.680.01
0.380
R-squared
90.540.86
90.120.86
93.290.92
Standard Deviation
6.320.07
6.320.07
11.460.11
Sharpe Ratio
0.840.01
1.250.01
0.360
Treynor Ratio
5.270.05
7.920.07
3.150.05