Pax Small Cap Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | 0 | 0 | 0 | 0 | 0 | 2.96 | 7.28 | -0.74 | 4.54 | 1.64 | 3.64 | 1.46 | 0 |
2014 | -1.03 | 3.5 | -0.36 | -1.52 | 1.39 | 4.16 | -4.79 | 3.92 | -3.85 | 3.19 | 0 | 2.78 | 7.1 |
2015 | -2.45 | 5.97 | 0.77 | -1.52 | 0.63 | 0.65 | -1.39 | -3.94 | -3.66 | 3.11 | 2.43 | -4.01 | -3.9 |
2016 | -4.97 | 2.3 | 6.35 | 0.44 | 1.45 | -0.64 | 3.81 | -0.07 | 0.49 | -2 | 7.11 | 2.88 | 17.8 |
2017 | 1.11 | -0.13 | -0.52 | -0.71 | -0.39 | 1.25 | 0.39 | -1.97 | 4.14 | 2.25 | 2.07 | 1.12 | 8.8 |
2018 | 0.61 | -4.67 | 1.27 | -0.57 | 2.66 | 2.4 | 0.3 | 0.36 | -2.21 | -9.71 | 3.65 | -10.16 | -16 |
2019 | 8.18 | 3.4 | 0.6 | 3.93 | -4.71 | 4.34 | -0.22 | -2.3 | 1.1 | 0.22 | 4.36 | 1.88 | 22.1 |
2020 | 2.8 | 2.72 | 2.97 | 6.21 | 10.43 | -21.35 | -7.97 | -2.26 | -7.39 | 2.76 | 14.15 | 9.6 | 7.5 |
2021 | -4.05 | 5.91 | 11.92 | 7.27 | -0.16 | 1.5 | -0.41 | 3.36 | -3.75 | 5.82 | -2.36 | -6.23 | 18.6 |
2022 | -9.33 | -2.31 | -0.12 | -9.03 | -0.2 | -8.01 | 9.07 | -2.13 | -8.36 | 9.87 | 1.76 | -7.03 | -24.9 |
2023 | 8.78 | 0.13 | -3.47 | -1.83 | -2.49 | 7.73 | 3.03 | -2.11 | -6.01 | -7.71 | 9.18 | 9.65 | 13.6 |
2024 | -0.69 | 11.6 |