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Pax Ellevate Global Women’s Leadership Fund Investor Class (PXWEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.88-0.03 (-0.10%)
At close: 8:05AM EST

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.04%
5-Year Average Return7.83%
Number of Years Up20
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)26.42%
Worst 1 Yr Total Return (Feb 3, 2019)-39.69%
Best 3-Yr Total Return26.42%
Worst 3-Yr Total Return-10.25%

Trailing Returns (%) Vs. Benchmarks

ReturnPXWEXCategory
YTD13.67%17.67%
1-Month3.52%4.73%
3-Month12.74%14.96%
1-Year13.67%17.67%
3-Year9.86%9.70%
5-Year11.90%11.48%
10-Year8.96%8.97%
Last Bull Market19.47%18.88%
Last Bear Market-22.24%-19.68%

Annual Total Return (%) History

Year
PXWEXCategory
2020
N/A17.67%
2019
26.42%25.68%
2018
-7.74%-9.64%
2017
24.86%23.61%
2016
6.01%5.54%
2015
-1.08%-1.69%
2014
5.95%2.79%
2013
24.56%25.19%
2012
12.67%15.84%
2011
-8.65%-7.93%
2010
10.60%13.74%
2009
25.76%35.27%
2008
-39.69%-41.91%
2007
10.58%11.28%
2006
8.40%19.72%
2005
0.31%11.61%
2004
10.71%15.27%
2003
23.65%34.49%
2002
-14.59%-19.36%
2001
-3.16%-17.51%
2000
2.55%-9.14%
1999
8.30%41.13%
1998
28.77%13.41%
1997
28.58%12.22%
1996
14.49%16.81%
1995
16.96%17.78%
1994
-0.05%-0.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-21.26%19.75%6.92%N/A
201912.58%4.92%0.51%6.49%
2018-1.56%1.94%5.52%-12.87%
20177.49%4.48%4.86%6.03%
20162.18%0.05%3.15%0.52%
20151.62%-0.95%-6.18%4.76%
20141.47%4.24%-1.46%1.65%
20136.23%-0.35%8.37%8.57%
201211.70%-7.10%5.02%3.38%
20115.00%-1.94%-18.13%8.36%
20103.00%-12.94%12.67%9.48%
2009-7.11%17.02%13.10%2.30%
2008-8.95%-0.02%-11.42%-25.20%
20070.41%5.54%3.99%0.35%
20063.01%-2.45%3.38%4.35%
2005-2.71%-0.63%0.25%3.50%
20041.94%3.51%-2.79%7.93%
2003-4.68%12.47%3.64%11.29%
20022.72%-9.72%-14.42%7.62%
2001-9.23%4.54%-7.47%10.30%
20003.28%-1.35%-0.05%0.70%
19992.06%8.46%-11.56%10.63%
199814.51%3.43%-11.02%22.18%
1997-3.39%18.96%5.69%5.86%
19963.60%1.43%4.39%4.37%
19954.31%0.81%7.09%3.87%
19943.16%-3.10%5.51%-5.23%

Rank In Category (By Total Return)

YTD53
1-Month82
3-Month70
1-Year53
3-Year43
5-Year41

Load Adjusted Returns

1-Year13.67%
3-Year9.86%
5-Year11.90%
10-Year8.96%