Nasdaq - Delayed Quote USD

Impax International Sust Econ Inv (PXINX)

12.06
-0.09
(-0.74%)
At close: 8:02:27 PM EDT

Fund Summary

The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance (ESG) analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the fund’s benchmark universe of MSCI EAFE Index companies. Under normal market conditions, the fund invests more than 80% of its net assets in large-capitalization equity securities in non-U.S. developed markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 23.01%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 3

Performance & Risk

YTD Return 16.71%
5y Average Return 11.41%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PXINXCategory AveragePXINXCategory AveragePXINXCategory Average
Alpha 1.92 -0.01 0.46 -0.01 0.46 0.01
BETA 1.08 0.01 1.08 0.01 0.99 0.01
Mean Annual Return 0.94 0.01 0.99 0.01 0.52 0.01
R-squared 92.74 0.95 92.21 0.94 92.59 0.93
Standard Deviation 17.66 0.18 16.99 0.15 15.42 0.15
Sharpe Ratio 0.38 0 0.53 0.01 0.28 0
Treynor Ratio 5.05 0.07 7.51 0.09 3.23 0.05

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