PGINX vs. PAXDX
Compare and contrast key facts about Impax Global Environmental Markets Fund Institutional Class (PGINX) and Pax Global Sustainable Infrastructure Fund (PAXDX).
PGINX is managed by Pax World. It was launched on Mar 27, 2008. PAXDX is managed by Pax World. It was launched on Dec 15, 2016.
Performance
PGINX vs. PAXDX - Performance Comparison
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PGINX vs. PAXDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGINX Impax Global Environmental Markets Fund Institutional Class | 0.33% | 14.14% | 5.15% | 16.85% | -22.39% | 22.25% | 26.00% | 28.18% | -14.20% | 26.80% |
PAXDX Pax Global Sustainable Infrastructure Fund | 5.11% | 18.37% | -1.55% | 9.33% | -13.45% | 14.24% | 14.25% | 25.88% | -4.25% | 19.24% |
Returns By Period
In the year-to-date period, PGINX achieves a 0.33% return, which is significantly lower than PAXDX's 5.11% return.
PGINX
- 1D
- 1.10%
- 1M
- -3.26%
- YTD
- 0.33%
- 6M
- -1.80%
- 1Y
- 15.13%
- 3Y*
- 8.89%
- 5Y*
- 4.62%
- 10Y*
- 9.82%
PAXDX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 5.11%
- 6M
- 4.66%
- 1Y
- 15.24%
- 3Y*
- 8.60%
- 5Y*
- 4.01%
- 10Y*
- —
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PGINX vs. PAXDX - Expense Ratio Comparison
PGINX has a 0.90% expense ratio, which is higher than PAXDX's 0.83% expense ratio.
Return for Risk
PGINX vs. PAXDX — Risk / Return Rank
PGINX
PAXDX
PGINX vs. PAXDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Impax Global Environmental Markets Fund Institutional Class (PGINX) and Pax Global Sustainable Infrastructure Fund (PAXDX). 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.
| PGINX | PAXDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.40 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.95 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.31 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.97 | -0.56 |
Martin ratioReturn relative to average drawdown | 4.89 | 9.54 | -4.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PGINX | PAXDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.40 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.30 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.52 | -0.17 |
Correlation
The correlation between PGINX and PAXDX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PGINX vs. PAXDX - Dividend Comparison
PGINX's dividend yield for the trailing twelve months is around 23.63%, more than PAXDX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGINX Impax Global Environmental Markets Fund Institutional Class | 23.63% | 23.71% | 4.79% | 0.74% | 0.65% | 2.10% | 0.60% | 0.86% | 4.26% | 3.44% | 0.75% | 1.13% |
PAXDX Pax Global Sustainable Infrastructure Fund | 2.06% | 2.17% | 2.07% | 2.43% | 2.48% | 58.94% | 2.88% | 4.69% | 3.55% | 2.13% | 0.12% | 0.00% |
Drawdowns
PGINX vs. PAXDX - Drawdown Comparison
The maximum PGINX drawdown since its inception was -52.48%, which is greater than PAXDX's maximum drawdown of -33.58%. Use the drawdown chart below to compare losses from any high point for PGINX and PAXDX.
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Drawdown Indicators
| PGINX | PAXDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.48% | -33.58% | -18.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.49% | -8.05% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -33.54% | -25.04% | -8.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.54% | — | — |
Current DrawdownCurrent decline from peak | -7.27% | -0.74% | -6.53% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -5.34% | -4.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 1.66% | +1.72% |
Volatility
PGINX vs. PAXDX - Volatility Comparison
Impax Global Environmental Markets Fund Institutional Class (PGINX) has a higher volatility of 7.04% compared to Pax Global Sustainable Infrastructure Fund (PAXDX) at 0.00%. This indicates that PGINX's price experiences larger fluctuations and is considered to be riskier than PAXDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGINX | PAXDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 0.00% | +7.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 5.36% | +6.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.86% | 11.78% | +7.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.10% | 13.30% | +4.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 16.64% | +1.42% |