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 | 1.85 | 3.83 | -7.28 | -23.14 | -15.26 | 9.44 | 0 |
2009 | -4.28 | -6.01 | 8.52 | 8.16 | 5.73 | 4.85 | 5.93 | 0.12 | 7.97 | -4.74 | 0.23 | 7.27 | 37.3 |
2010 | -2.58 | 5.85 | 8.24 | 4.14 | -6.85 | -5.39 | 4.83 | -4.09 | 12.17 | 4.57 | 0.18 | 7.91 | 30.6 |
2011 | 0.99 | 4.38 | 1.2 | 4.4 | 0.32 | -3.08 | -5.6 | -7.39 | -8.08 | 10.29 | -0.39 | 1.23 | -3.2 |
2012 | 3.82 | 2.98 | 2.99 | -1.41 | -6.18 | 2.03 | 0.81 | 0.91 | 3.5 | -0.1 | 2.03 | 1.9 | 13.7 |
2013 | 5.27 | 1.16 | 5.57 | 1.17 | 2.98 | 3.03 | 7.32 | -0.73 | 4.51 | 1.7 | 3.62 | 1.52 | 43.8 |
2014 | -1.03 | 3.55 | -0.36 | -1.51 | 1.38 | 4.21 | -4.76 | 3.97 | -3.89 | 3.23 | 0.07 | 2.72 | 7.3 |
2015 | -2.36 | 6 | 0.76 | -1.44 | 0.63 | 0.67 | -1.37 | -3.9 | -3.7 | 3.16 | 2.48 | -4.06 | -3.6 |
2016 | -4.93 | 2.36 | 6.37 | 0.43 | 1.44 | -0.64 | 3.85 | -0.07 | 0.55 | -1.98 | 7.11 | 2.85 | 18.1 |
2017 | 1.17 | -0.13 | -0.45 | -0.71 | -0.45 | 1.3 | 0.46 | -1.95 | 4.17 | 2.29 | 2.11 | 1.09 | 9.1 |
2018 | 0.6 | -4.63 | 1.32 | -0.56 | 2.69 | 2.38 | 0.36 | 0.42 | -2.24 | -9.67 | 3.61 | -10.08 | -15.7 |
2019 | 8.17 | 3.43 | 0.66 | 3.88 | -4.72 | 4.37 | -0.21 | -2.27 | 1.09 | 0.22 | 4.38 | 1.93 | 22.3 |
2020 | 2.76 | 2.76 | 3.01 | 6.21 | 10.49 | -21.31 | -7.94 | -2.29 | -7.39 | 2.79 | 14.09 | 9.73 | 7.9 |
2021 | -4.05 | 5.94 | 1.91 | 17.85 | -0.15 | 1.55 | -0.41 | 3.41 | -3.79 | 5.88 | -2.36 | -6.13 | 18.8 |
2022 | -9.32 | -2.32 | -0.06 | -9.04 | -0.2 | -8.06 | 9.05 | -2.09 | -8.34 | 9.83 | 1.79 | -6.91 | -24.8 |
2023 | 8.75 | 0.19 | -3.47 | -1.86 | -2.44 | 7.71 | 3.03 | -2 | -6.01 | -7.68 | 9.2 | 9.64 | 13.8 |
2024 | -0.68 | 11.8 |