PAXS vs. GOF
Compare and contrast key facts about Pax-Global Sustainable Equity Fund (PAXS) and Guggenheim Strategic Opportunities Fund (GOF).
GOF is an actively managed fund by Guggenheim. It was launched on Jul 26, 2007.
Performance
PAXS vs. GOF - Performance Comparison
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PAXS vs. GOF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PAXS Pax-Global Sustainable Equity Fund | 3.65% | 12.58% | 19.51% | 9.30% | -16.66% |
GOF Guggenheim Strategic Opportunities Fund | -10.50% | -1.92% | 38.04% | -3.04% | -7.22% |
Returns By Period
PAXS
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GOF
- 1D
- 3.47%
- 1M
- -6.66%
- YTD
- -10.50%
- 6M
- -19.80%
- 1Y
- -16.95%
- 3Y*
- 2.28%
- 5Y*
- 0.76%
- 10Y*
- 8.35%
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PAXS vs. GOF - Expense Ratio Comparison
Return for Risk
PAXS vs. GOF — Risk / Return Rank
PAXS
GOF
PAXS vs. GOF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax-Global Sustainable Equity Fund (PAXS) and Guggenheim Strategic Opportunities Fund (GOF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| PAXS | GOF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.81 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.04 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.41 | — |
Correlation
The correlation between PAXS and GOF is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PAXS vs. GOF - Dividend Comparison
PAXS's dividend yield for the trailing twelve months is around 11.41%, less than GOF's 19.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAXS Pax-Global Sustainable Equity Fund | 9.51% | 11.72% | 11.76% | 12.54% | 13.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GOF Guggenheim Strategic Opportunities Fund | 19.83% | 16.97% | 14.32% | 17.07% | 14.36% | 11.93% | 11.26% | 12.08% | 11.96% | 10.13% | 11.13% | 12.98% |
Drawdowns
PAXS vs. GOF - Drawdown Comparison
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Drawdown Indicators
| PAXS | GOF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.28% | -54.66% | +32.38% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -23.24% | +10.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.50% | — |
Current DrawdownCurrent decline from peak | -1.94% | -20.28% | +18.34% |
Average DrawdownAverage peak-to-trough decline | -7.67% | -6.96% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 10.31% | -7.00% |
Volatility
PAXS vs. GOF - Volatility Comparison
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Volatility by Period
| PAXS | GOF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.45% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.88% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 21.08% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 18.71% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 19.48% | — |