Pax Small Cap Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | 0 | 0 | 0 | 2.11 | 4.72 | -8.54 | 1.75 | 3.83 | -7.29 | -23.17 | -15.28 | 9.38 | 0 |
2009 | -4.28 | -6.01 | 8.52 | 8.16 | 5.59 | 4.89 | 5.8 | 0 | 8.11 | -4.85 | 0.23 | 7.28 | 36.9 |
2010 | -2.59 | 5.75 | 8.26 | 4.15 | -6.96 | -5.31 | 4.84 | -4.21 | 12.22 | 4.58 | 0.09 | 7.95 | 30.3 |
2011 | 1 | 4.39 | 1.12 | 4.41 | 0.33 | -3.17 | -5.54 | -7.51 | -8.02 | 10.23 | -0.39 | 1.09 | -3.5 |
2012 | 3.83 | 2.99 | 3 | -1.41 | -6.2 | 1.94 | 0.82 | 0.91 | 3.42 | -0.1 | 2.04 | 1.87 | 13.5 |
2013 | 5.29 | 1.08 | 5.51 | 1.18 | 2.99 | 3.03 | 7.19 | -0.74 | 4.61 | 1.56 | 3.64 | 1.49 | 43.4 |
2014 | -1.03 | 3.5 | -0.36 | -1.52 | 1.39 | 4.14 | -4.72 | 3.91 | -3.91 | 3.18 | 0.07 | 2.7 | 7.1 |
2015 | -2.37 | 5.96 | 0.76 | -1.52 | 0.63 | 0.65 | -1.38 | -3.93 | -3.72 | 3.18 | 2.42 | -4.08 | -3.9 |
2016 | -4.96 | 2.29 | 6.34 | 0.51 | 1.37 | -0.57 | 3.8 | -0.07 | 0.48 | -2 | 7.1 | 2.88 | 17.9 |
2017 | 1.11 | -0.13 | -0.52 | -0.71 | -0.39 | 1.24 | 0.39 | -1.96 | 4.14 | 2.31 | 2.07 | 1.05 | 8.8 |
2018 | 0.61 | -4.66 | 1.33 | -0.63 | 2.65 | 2.4 | 0.36 | 0.36 | -2.26 | -9.69 | 3.65 | -10.16 | -16 |
2019 | 8.16 | 3.39 | 0.67 | 3.92 | -4.77 | 4.41 | -0.21 | -2.3 | 1.1 | 0.15 | 4.42 | 1.88 | 22.2 |
2020 | 2.72 | 2.71 | 2.96 | 6.28 | 10.4 | -21.3 | -7.96 | -2.32 | -3.64 | -1.16 | 14.12 | 9.64 | 7.6 |
2021 | -4.03 | 5.89 | 1.87 | 17.84 | -0.16 | 1.45 | -0.41 | 3.4 | -3.79 | 5.85 | -2.4 | -6.17 | 18.6 |
2022 | -9.35 | -2.3 | -0.12 | -9 | -0.27 | -7.99 | 9.04 | -2.12 | -8.27 | 9.83 | 1.75 | -7.01 | -24.9 |
2023 | 8.75 | 0.2 | -3.52 | -1.83 | -2.55 | 7.78 | 3.02 | -2.1 | -5.99 | -7.68 | 9.15 | 9.62 | 13.5 |
2024 | -0.63 | 11.6 |