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Pax Small Cap Individual Investor (PXSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.29+0.07 (+0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.07%
5-year average return6.30%
Number of years up11
Number of years down4
Best 1-yr total return (2 May 2024)43.24%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return43.24%
Worst 3-yr total return2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPXSCXCategory
YTD0.13%20.19%
1-month-5.33%0.02%
3-month0.76%4.36%
1-year10.13%60.18%
3-year-2.24%11.32%
5-year6.07%13.88%
10-year5.68%11.19%
Last bull market26.54%27.98%
Last bear market-16.50%-24.08%

Annual total return (%) history

Year
PXSCXCategory
2024
N/AN/A
2023
13.51%N/A
2022
-22.97%N/A
2021
30.19%N/A
2020
11.77%10.99%
2019
23.29%23.75%
2018
-15.80%-12.72%
2017
8.77%12.28%
2016
17.90%20.78%
2015
-3.85%-5.38%
2014
7.06%3.79%
2013
43.24%37.39%
2012
13.55%15.46%
2011
-3.50%-4.07%
2010
30.31%25.61%
2009
36.87%31.80%
2008
N/A-36.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.76%N/AN/AN/A
20235.12%3.11%-5.18%10.45%
2022-11.54%-16.50%-2.10%6.52%
202113.69%8.69%-0.92%6.34%
2020-29.24%20.81%1.75%28.50%
201912.57%4.29%-1.43%6.54%
2018-2.80%4.45%-1.56%-15.75%
20170.46%0.12%2.50%5.52%
20163.38%1.31%4.24%7.99%
20154.24%-0.25%-8.78%1.37%
20142.06%3.97%-4.86%6.03%
201312.29%7.38%11.30%6.73%
201210.16%-5.66%5.22%3.84%
20116.61%1.48%-21.71%13.94%
201011.53%-8.21%12.70%12.94%
2009-2.36%19.79%14.38%2.32%
2008-2.21%-2.05%-28.80%N/A

Rank in category (by total return)

YTD35
1-month18
3-month77
1-year84
3-year82
5-year74

Load adjusted returns

1-year10.13%
3-year-2.24%
5-year6.07%
10-year5.68%