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 -23.1 -7.3 3.8 1.9 -8.5 4.7 2.1 0 0 0 0
2009 7.3 0.2 -4.7 8 0.1 5.9 4.9 5.7 8.2 8.5 -6 -4.3 37.3
2010 7.9 0.2 4.6 12.2 -4.1 4.8 -5.4 -6.9 4.1 8.2 5.9 -2.6 30.6
2011 1.2 -0.4 10.3 -8.1 -7.4 -5.6 -3.1 0.3 4.4 1.2 4.4 1 -3.2
2012 1.9 2 -0.1 3.5 0.9 0.8 2 -6.2 -1.4 3 3 3.8 13.7
2013 1.5 3.6 1.7 4.5 -0.7 7.3 3 3 1.2 5.6 1.2 5.3 43.7
2014 2.7 0.1 3.2 -3.9 4 -4.8 4.2 1.4 -1.5 -0.4 3.6 -1 7.3
2015 -4.1 2.5 3.2 -3.7 -3.9 -1.4 0.7 0.6 -1.4 0.8 6 -2.4 -3.6
2016 2.9 7.1 -2 0.6 -0.1 3.9 -0.6 1.4 0.4 6.4 2.4 -4.9 18.1
2017 1.1 2.1 2.3 4.2 -2 0.5 1.3 -0.5 -0.7 -0.5 -0.1 1.2 9.1
2018 -10.1 3.6 -9.7 -2.2 0.4 0.4 2.4 2.7 -0.6 1.3 -4.6 0.6 -15.7
2019 1.9 4.4 0.2 1.1 -2.3 -0.2 4.4 -4.7 3.9 0.7 3.4 8.2 22.3
2020 9.7 14.1 2.8 -7.4 2.8 2.8 3 6.2 10.5 -21.3 -7.9 -2.3 7.9
2021 -6.1 -2.4 5.9 -3.8 3.4 -0.4 1.6 -0.2 17.9 1.9 5.9 -4.1 18.8
2022 -6.9 1.8 9.8 -8.3 -2.1 9.1 -8.1 -0.2 -9 -0.1 -2.3 -9.3 -24.7
2023 9.6 9.2 -7.7 -6 -2 3 7.7 -2.4 -1.9 -3.5 0.2 8.8 13.8
2024 -4.8 3.1 3.3 -0.7 0 0 0 0 0 0 0 0 0.7