Pax ESG Beta Quality Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 0 | 1.8 | 0.79 | 2.92 | -7.29 | -2.45 | 1.15 | 0 |
| 1998 | -1.45 | 6.62 | 5.12 | -0.84 | -5.29 | 3.69 | -4.04 | -20.56 | 11.74 | 7.23 | 3.27 | 13.57 | 15.2 |
| 1999 | 2.16 | -4.75 | 7.02 | -0.35 | -0.43 | 4.43 | -2.75 | -1.46 | 1.65 | 3.68 | 7.42 | 9.59 | 28.3 |
| 2000 | -2.03 | 10.51 | -0.26 | -7.65 | -5.62 | 5.06 | -3.97 | 7.52 | -3.57 | -5.48 | -11.36 | 1.7 | -16.1 |
| 2001 | 5.09 | -8.66 | -5.83 | 6.09 | 0 | -3.83 | -3.08 | -6.82 | -7.41 | -2.92 | 4.12 | -1.18 | -23 |
| 2002 | -2.06 | -1.88 | 2.93 | -1.1 | -3.1 | -6.51 | -5.5 | -1.04 | -3.66 | 1.9 | 2.13 | -5.35 | -21.3 |
| 2003 | 0 | -0.41 | 2.49 | 6.88 | 5.3 | 3.36 | 3.25 | 1.91 | -3.86 | 11.93 | 3.28 | -2.78 | 35 |
| 2004 | 3.88 | -0.29 | 1.67 | -1.94 | 2.37 | 4.63 | -5.72 | -3.62 | 6.9 | 4.37 | 6.64 | 2.05 | 22 |
| 2005 | -5.18 | 3.26 | -1.54 | -2.17 | 3.55 | 0.77 | 4.08 | 0.73 | 3.4 | -4.7 | 4.69 | 0.71 | 7.2 |
| 2006 | 5.93 | -3.83 | 1.68 | -0.3 | -5.89 | 0.88 | -4.06 | -1.41 | 3.11 | 0.82 | 1.29 | 0.08 | -2.3 |
| 2007 | 1.36 | 0.24 | 2.36 | 3.3 | 4.68 | -0.27 | -3.52 | 2.45 | 3.48 | 4.21 | -5.11 | 0.09 | 13.5 |
| 2008 | -7.01 | -1.46 | -1.04 | 5.18 | 4.17 | -7.86 | -3.29 | 1.65 | -12.1 | -21.27 | -9.4 | 3.6 | -41.5 |
| 2009 | -5.7 | -5.16 | 9.02 | 10.98 | 3.34 | 1.12 | 7.75 | 1.48 | 5.51 | -2.24 | 4.58 | 4.17 | 38.9 |
| 2010 | -4.9 | 5.68 | 5.58 | 1.7 | -6.86 | -5.18 | 6.72 | -3.64 | 11.24 | 4.04 | 1.32 | 6.36 | 22.2 |
| 2011 | 2.38 | 4.16 | 1.54 | 2.42 | -0.44 | -2.3 | -4.4 | -6.99 | -7.6 | 13.49 | -1.14 | -1.48 | -2.1 |
| 2012 | 6.52 | 4.63 | 2.25 | -1.54 | -8.42 | 1.95 | 0.72 | 3.72 | 2.52 | -2.68 | 1.99 | 1.54 | 13.1 |
| 2013 | 5.33 | -0.28 | 2.33 | 0.14 | 2.34 | -1.58 | 5.82 | -1.94 | 4.49 | 3.79 | 3.1 | 3.05 | 29.6 |
| 2014 | -3.16 | 5.14 | -0.63 | -0.41 | 2.56 | 1.55 | -0.56 | 3.29 | -1.7 | 3.35 | 3.08 | -1.06 | 11.7 |
| 2015 | -3.01 | 6.78 | -1.43 | 0.27 | 1.87 | -1.51 | 2.75 | -6.68 | -3.1 | 8.26 | 0.59 | -1.61 | 2.3 |
| 2016 | -5.76 | -0.73 | 6.94 | -0.57 | 1.55 | -1.14 | 4.01 | -0.22 | -0.5 | -1.88 | 3.16 | 1.77 | 6.2 |
| 2017 | 1.3 | 4.09 | 0.34 | 1.23 | 0.94 | 0.36 | 1.82 | 0.92 | 1.87 | 2.73 | 3.58 | 0.86 | 21.9 |
| 2018 | 4.62 | -3.49 | -2.01 | 0.2 | 1.23 | 0.67 | 4.1 | 3.11 | -0.24 | -6.1 | 2.97 | -8.74 | -4.5 |
| 2019 | 7.18 | 3.11 | 1.45 | 3.07 | -6.21 | 5.56 | 1.76 | -1.33 | 2.3 | 1.17 | 3.33 | 0.05 | 22.9 |
| 2020 | 6.14 | 5.06 | 2.02 | 3.62 | 12.11 | -12.59 | -8.29 | -0.89 | -5.02 | -2.76 | 9.98 | 3.7 | 11.1 |
| 2021 | -17.81 | 25.16 | -14.47 | 27.77 | 1.12 | 2.43 | 3.08 | 2.67 | -5.21 | 6.8 | -0.91 | -13.63 | 6.3 |
| 2022 | -6.09 | -3.07 | 3.26 | -8.25 | 0.37 | -7.91 | 8.04 | -5.1 | -9.24 | 7.84 | 7.52 | -11.73 | -24.1 |
| 2023 | 6.51 | -1.91 | 3.34 | 0.82 | 0 | 5.36 | 3 | -1.63 | -5.65 | -2.71 | 9.53 | 0.4 | 17.3 |
| 2024 | 1.73 | 18.2 |