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Pax U.S. Sustainable Economy Investor Class (PXWGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.64+0.01 (+0.03%)
At close: 8:01PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.69%
5-Year Average Return9.77%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)38.94%
Worst 1 Yr Total Return (Feb 3, 2019)-41.52%
Best 3-Yr Total Return38.94%
Worst 3-Yr Total Return-13.46%

Trailing Returns (%) Vs. Benchmarks

ReturnPXWGXCategory
YTD20.90%14.84%
1-Month-1.31%1.65%
3-Month5.49%7.55%
1-Year39.07%40.47%
3-Year15.18%16.77%
5-Year14.69%16.15%
10-Year14.76%13.21%
Last Bull Market24.03%24.09%
Last Bear Market-20.09%-17.61%

Annual Total Return (%) History

Year
PXWGXCategory
2021
N/AN/A
2020
13.34%15.83%
2019
27.13%28.78%
2018
-4.43%-6.27%
2017
21.89%20.44%
2016
6.26%10.37%
2015
2.20%-1.07%
2014
11.66%10.96%
2013
29.61%31.50%
2012
13.08%14.96%
2011
-2.05%-1.27%
2010
22.22%14.01%
2009
38.94%28.17%
2008
-41.52%-37.79%
2007
13.39%6.16%
2006
-2.26%14.17%
2005
7.19%5.88%
2004
22.04%10.02%
2003
34.99%27.05%
2002
-21.34%-22.25%
2001
-22.95%-13.50%
2000
-16.11%-6.31%
1999
28.30%20.16%
1998
15.22%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20217.36%N/AN/AN/A
2020-20.55%19.29%7.84%10.90%
201912.11%2.83%2.71%7.37%
2018-1.07%2.12%7.09%-11.67%
20175.80%2.55%4.68%7.33%
20160.06%-0.18%3.26%3.03%
20152.08%0.60%-7.08%7.10%
20141.17%3.73%0.96%5.39%
20137.48%0.87%8.42%10.26%
201213.96%-8.07%7.10%0.78%
20118.27%-0.38%-17.84%10.54%
20106.11%-10.19%14.39%12.12%
2009-2.50%15.98%15.38%6.50%
2008-9.32%1.00%-13.59%-26.10%
20073.99%7.83%2.30%-1.15%
20063.59%-5.35%-2.47%2.20%
2005-3.60%2.08%8.41%0.47%
20045.31%5.04%-2.86%13.58%
20032.07%16.33%1.16%12.39%
2002-1.08%-10.41%-9.90%-1.49%
2001-9.60%2.03%-16.38%-0.11%
20007.98%-8.43%-0.42%-14.79%
19994.13%3.62%-2.58%22.05%
199810.46%-2.62%-14.82%25.76%
19975.60%-8.52%N/AN/A

Rank In Category (By Total Return)

YTD26
1-Month27
3-Month33
1-Year67
3-Year59
5-Year66

Load Adjusted Returns

1-Year39.23%
3-Year16.64%
5-Year15.76%
10-Year12.17%