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Pax Small Cap Fund Institutional Class (PXSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
14.71+0.09 (+0.62%)
At close: 08:05AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.20%
5-Year Average Return12.04%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 3, 2021)43.64%
Worst 1 Yr Total Return (May 3, 2021)N/A
Best 3-Yr Total Return43.64%
Worst 3-Yr Total Return2.86%

Trailing Returns (%) Vs. Benchmarks

ReturnPXSIXCategory
YTD21.20%20.19%
1-Month4.59%0.02%
3-Month9.18%4.36%
1-Year79.39%60.18%
3-Year13.46%11.32%
5-Year12.04%13.88%
10-Year10.60%11.19%
Last Bull Market23.93%27.98%
Last Bear Market-23.83%-24.08%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD58
1-Month76
3-Month58
1-Year76
3-Year68
5-Year90

Load Adjusted Returns

1-Year80.09%
3-Year11.00%
5-Year10.61%
10-Year10.15%
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