UK markets closed

Pax MSCI EAFE ESG Leaders Index Instl (PXNIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.71+0.08 (+0.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.88%
5-year average return7.03%
Number of years up8
Number of years down4
Best 1-yr total return (2 Jul 2024)24.98%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.98%
Worst 3-yr total return-2.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPXNIXCategory
YTD7.35%9.07%
1-month-2.04%-1.09%
3-month2.35%5.12%
1-year13.69%33.76%
3-year3.10%8.50%
5-year7.00%10.08%
10-year4.46%5.80%
Last bull market21.55%14.90%
Last bear market-14.21%-23.70%

Annual total return (%) history

Year
PXNIXCategory
2024
N/AN/A
2023
19.28%N/A
2022
-17.80%N/A
2021
11.19%N/A
2020
10.78%9.30%
2019
23.01%21.59%
2018
-12.90%-14.59%
2017
23.34%25.12%
2016
-1.63%0.79%
2015
1.16%-1.59%
2014
-5.52%-4.98%
2013
24.98%19.44%
2012
17.03%18.29%
2011
N/A-13.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.89%2.35%N/AN/A
20238.83%3.49%-5.46%12.02%
2022-8.09%-14.21%-11.64%17.98%
20212.37%4.33%0.56%3.53%
2020-21.20%16.74%4.83%14.87%
20198.97%4.36%-0.34%8.53%
2018-0.98%-1.91%1.94%-12.04%
20177.71%5.89%4.90%3.10%
2016-3.50%-0.56%5.31%-2.66%
20156.21%0.60%-9.66%4.80%
20140.75%3.39%-6.26%-3.25%
20137.37%-0.37%10.79%5.45%
201210.80%-5.99%5.75%6.24%
20111.18%-17.28%3.25%N/A

Rank in category (by total return)

YTD18
1-month66
3-month7
1-year15
3-year16
5-year23

Load adjusted returns

1-year13.69%
3-year3.10%
5-year7.00%
10-year4.46%