PXNIX vs. PAGRX
Compare and contrast key facts about Pax International Sustainable Economy Fund Institutional Class (PXNIX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
PXNIX is managed by Pax World Funds. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
PXNIX vs. PAGRX - Performance Comparison
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PXNIX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXNIX Pax International Sustainable Economy Fund Institutional Class | -0.82% | 28.91% | 5.03% | 19.28% | -17.81% | 11.23% | 10.79% | 23.03% | -12.92% | 23.35% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -0.28% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, PXNIX achieves a -0.82% return, which is significantly lower than PAGRX's -0.28% return. Over the past 10 years, PXNIX has underperformed PAGRX with an annualized return of 8.27%, while PAGRX has yielded a comparatively higher 19.12% annualized return.
PXNIX
- 1D
- 3.15%
- 1M
- -6.20%
- YTD
- -0.82%
- 6M
- 2.74%
- 1Y
- 18.75%
- 3Y*
- 13.75%
- 5Y*
- 7.18%
- 10Y*
- 8.27%
PAGRX
- 1D
- 3.71%
- 1M
- -5.53%
- YTD
- -0.28%
- 6M
- 4.30%
- 1Y
- 43.96%
- 3Y*
- 35.66%
- 5Y*
- 17.52%
- 10Y*
- 19.12%
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PXNIX vs. PAGRX - Expense Ratio Comparison
PXNIX has a 0.47% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
PXNIX vs. PAGRX — Risk / Return Rank
PXNIX
PAGRX
PXNIX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax International Sustainable Economy Fund Institutional Class (PXNIX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
| PXNIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.74 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.49 | -0.92 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.37 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 3.21 | -1.69 |
Martin ratioReturn relative to average drawdown | 5.90 | 16.28 | -10.38 |
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
| PXNIX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.74 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.72 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.78 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.53 | 0.00 |
Correlation
The correlation between PXNIX and PAGRX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PXNIX vs. PAGRX - Dividend Comparison
PXNIX's dividend yield for the trailing twelve months is around 7.22%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXNIX Pax International Sustainable Economy Fund Institutional Class | 7.22% | 7.17% | 3.54% | 2.38% | 2.64% | 4.69% | 1.82% | 2.58% | 2.84% | 2.54% | 2.74% | 2.04% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
PXNIX vs. PAGRX - Drawdown Comparison
The maximum PXNIX drawdown since its inception was -32.54%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for PXNIX and PAGRX.
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Drawdown Indicators
| PXNIX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.54% | -55.87% | +23.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.58% | -13.80% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -36.52% | +3.98% |
Max Drawdown (10Y)Largest decline over 10 years | -32.54% | -38.01% | +5.47% |
Current DrawdownCurrent decline from peak | -8.33% | -5.77% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -10.09% | +3.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.73% | +0.27% |
Volatility
PXNIX vs. PAGRX - Volatility Comparison
Pax International Sustainable Economy Fund Institutional Class (PXNIX) has a higher volatility of 8.09% compared to Permanent Portfolio Aggressive Growth Portfolio (PAGRX) at 6.77%. This indicates that PXNIX's price experiences larger fluctuations and is considered to be riskier than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXNIX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 6.77% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 13.91% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.31% | 25.69% | -8.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.98% | 24.53% | -8.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 24.49% | -8.03% |