Pax World

  • Pax Small Cap Fund

Pax Small Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 9.4 -15.3 -23.2 -7.3 3.8 1.8 -8.5 4.7 2.1 0 0 0 0
2009 7.3 0.2 -4.9 8.1 0 5.8 4.9 5.6 8.2 8.5 -6 -4.3 36.9
2010 8 0.1 4.6 12.2 -4.2 4.8 -5.3 -7 4.2 8.3 5.8 -2.6 30.3
2011 1.1 -0.4 10.2 -8 -7.5 -5.5 -3.2 0.3 4.4 1.1 4.4 1 -3.5
2012 1.9 2 -0.1 3.4 0.9 0.8 1.9 -6.2 -1.4 3 3 3.8 13.5
2013 1.5 3.6 1.6 4.6 -0.7 7.2 3 3 1.2 5.5 1.1 5.3 43.3
2014 2.7 0.1 3.2 -3.9 3.9 -4.7 4.1 1.4 -1.5 -0.4 3.5 -1 7.1
2015 -4.1 2.4 3.2 -3.7 -3.9 -1.4 0.7 0.6 -1.5 0.8 6 -2.4 -3.8
2016 2.9 7.1 -2 0.5 -0.1 3.8 -0.6 1.4 0.5 6.3 2.3 -5 17.9
2017 1.1 2.1 2.3 4.1 -2 0.4 1.2 -0.4 -0.7 -0.5 -0.1 1.1 0
2018 -10.2 3.7 -9.7 -2.3 0.4 0.4 2.4 2.7 -0.6 1.3 -4.7 0.6 -16
2019 1.9 4.4 0.2 1.1 -2.3 -0.2 4.4 -4.8 3.9 0.7 3.4 8.2 22.1
2020 9.6 14.1 -1.2 -3.6 2.7 2.7 3 6.3 10.4 -21.3 -8 -2.3 7.6
2021 -6.2 -2.4 5.9 -3.8 3.4 -0.4 1.5 -0.2 17.8 1.9 5.9 -4 18.6
2022 -7 1.8 9.8 -8.3 -2.1 9 -8 -0.3 -9 -0.1 -2.3 -9.4 -24.9
2023 9.6 9.2 -7.7 -6 -2.1 3 7.8 -2.6 -1.8 -3.5 0.2 8.8 13.5
2024 -4.9 3.1 3.2 -0.6 0 0 0 0 0 0 0 0 3.9