Pax World

  • Pax ESG Beta Quality Fund

Pax ESG Beta Quality Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 1.2 -2.5 -7.3 2.9 0.8 1.8 0 0 0 0 0 0 0
1998 13.6 3.3 7.2 11.7 -20.6 -4 3.7 -5.3 -0.8 5.1 6.6 -1.5 15.2
1999 9.6 7.4 3.7 1.7 -1.5 -2.8 4.4 -0.4 -0.4 7 -4.8 2.2 28.3
2000 1.7 -11.4 -5.5 -3.6 7.5 -4 5.1 -5.6 -7.7 -0.3 10.5 -2 0
2001 -1.2 4.1 -2.9 -7.4 -6.8 -3.1 -3.8 0 6.1 -5.8 -8.7 5.1 -23
2002 -5.4 2.1 1.9 -3.7 -1 -5.5 -6.5 -3.1 -1.1 2.9 -1.9 -2.1 -21.3
2003 -2.8 3.3 11.9 -3.9 1.9 3.3 3.4 5.3 6.9 2.5 -0.4 0 35
2004 2.1 6.6 4.4 6.9 -3.6 -5.7 4.6 2.4 -1.9 1.7 -0.3 3.9 22
2005 0.7 4.7 -4.7 3.4 0.7 4.1 0.8 3.6 -2.2 -1.5 3.3 -5.2 7.2
2006 0.1 1.3 0.8 3.1 -1.4 -4.1 0.9 -5.9 -0.3 1.7 -3.8 5.9 -2.3
2007 0.1 -5.1 4.2 3.5 2.5 -3.5 -0.3 4.7 3.3 2.4 0.2 1.4 0
2008 3.6 -9.4 -21.3 -12.1 1.7 -3.3 -7.9 4.2 5.2 -1 -1.5 -7 -41.5
2009 4.2 4.6 -2.2 5.5 1.5 7.8 1.1 3.3 11 9 -5.2 -5.7 38.9
2010 6.4 1.3 4 11.2 -3.6 6.7 -5.2 -6.9 1.7 5.6 5.7 -4.9 22.2
2011 -1.5 -1.1 13.5 -7.6 -7 -4.4 -2.3 -0.4 2.4 1.5 4.2 2.4 -2
2012 1.5 2 -2.7 2.5 3.7 0.7 2 -8.4 -1.5 2.3 4.6 6.5 13.1
2013 3.1 3.1 3.8 4.5 -1.9 5.8 -1.6 2.3 0.1 2.3 -0.3 5.3 29.6
2014 -1.1 3.1 3.4 -1.7 3.3 -0.6 1.6 2.6 -0.4 -0.6 5.1 -3.2 11.7
2015 -1.6 0.6 8.3 -3.1 -6.7 2.8 -1.5 1.9 0.3 -1.4 6.8 -3 2.2
2016 1.8 3.2 -1.9 -0.5 -0.2 4 -1.1 1.6 -0.6 6.9 -0.7 -5.8 6.2
2017 0.9 3.6 2.7 1.9 0.9 1.8 0.4 0.9 1.2 0.3 4.1 1.3 21.9
2018 -8.7 3 -6.1 -0.2 3.1 4.1 0.7 1.2 0.2 -2 -3.5 4.6 -4.5
2019 0.1 3.3 1.2 2.3 -1.3 1.8 5.6 -6.2 3.1 1.5 3.1 7.2 22.9
2020 3.7 10 -2.8 -5 6.1 5.1 2 3.6 12.1 -12.6 -8.3 -0.9 11.1
2021 -13.6 -0.9 6.8 -5.2 2.7 3.1 2.4 1.1 27.8 -14.5 25.2 -17.8 6.3
2022 -11.7 7.5 7.8 -9.2 -5.1 8 -7.9 0.4 -8.3 3.3 -3.1 -6.1 -24.1
2023 0.4 9.5 -2.7 -5.7 -1.6 3 5.4 0 0.8 3.3 -1.9 6.5 17.3
2024 -3.5 3.5 5.1 1.7 0 0 0 0 0 0 0 0 6.8