PXSAX - Pax Small Cap Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.57%
5-Year Average Return4.06%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 1, 2023)30.29%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return30.29%
Worst 3-Yr Total Return2.58%

Trailing Returns (%) Vs. Benchmarks

ReturnPXSAXCategory
YTD4.57%20.19%
1-Month2.81%0.02%
3-Month-3.81%4.36%
1-Year-1.59%60.18%
3-Year11.64%11.32%
5-Year4.06%13.88%
10-Year6.99%11.19%
Last Bull Market59.17%27.98%
Last Bear Market-16.48%-24.08%

Annual Total Return (%) History

Year
PXSAXCategory
2023
N/AN/A
2022
-23.03%N/A
2021
30.29%N/A
2020
11.73%10.99%
2019
23.27%23.75%
2018
-15.82%-12.72%
2017
8.80%12.28%
2016
17.85%20.78%
2015
-3.87%-5.38%
2014
7.10%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.14%N/AN/AN/A
2022-11.58%-16.48%-2.18%6.54%
202113.73%8.71%-0.93%6.37%
2020-29.25%20.77%1.76%28.51%
201912.52%4.31%-1.44%6.55%
2018-2.87%4.53%-1.56%-15.76%
20170.46%0.12%2.50%5.53%
20163.39%1.24%4.24%8.01%
20154.17%-0.26%-8.73%1.37%
20142.06%4.01%-4.86%6.05%
201311.32%6.78%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month47
3-Month11
1-Year40
3-Year63
5-Year67

Load Adjusted Returns

1-Year-6.68%
3-Year11.84%
5-Year3.26%
10-Year6.56%