PXWEX vs. FGIAX
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
PXWEX is managed by Impax Asset Management. It was launched on Sep 30, 1993. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
PXWEX vs. FGIAX - Performance Comparison
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PXWEX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | -7.00% | 17.41% | 12.15% | 18.14% | -19.99% | 17.28% | 13.67% | 26.44% | -7.78% | 24.87% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, PXWEX achieves a -7.00% return, which is significantly lower than FGIAX's 9.53% return. Both investments have delivered pretty close results over the past 10 years, with PXWEX having a 8.82% annualized return and FGIAX not far behind at 8.70%.
PXWEX
- 1D
- 0.12%
- 1M
- -8.32%
- YTD
- -7.00%
- 6M
- -2.68%
- 1Y
- 12.67%
- 3Y*
- 10.70%
- 5Y*
- 5.44%
- 10Y*
- 8.82%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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PXWEX vs. FGIAX - Expense Ratio Comparison
PXWEX has a 0.77% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
PXWEX vs. FGIAX — Risk / Return Rank
PXWEX
FGIAX
PXWEX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund (PXWEX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| PXWEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.75 | -0.96 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.26 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.35 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.61 | -1.61 |
Martin ratioReturn relative to average drawdown | 4.50 | 12.12 | -7.62 |
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
| PXWEX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.75 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.80 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.58 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.42 | -0.09 |
Correlation
The correlation between PXWEX and FGIAX is 0.80, 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
PXWEX vs. FGIAX - Dividend Comparison
PXWEX's dividend yield for the trailing twelve months is around 10.57%, more than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWEX Pax Ellevate Global Women’s Leadership Fund | 10.57% | 9.83% | 9.47% | 1.60% | 3.12% | 1.21% | 1.04% | 3.03% | 4.90% | 2.49% | 1.80% | 2.41% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
PXWEX vs. FGIAX - Drawdown Comparison
The maximum PXWEX drawdown since its inception was -53.70%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for PXWEX and FGIAX.
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Drawdown Indicators
| PXWEX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.70% | -49.35% | -4.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.19% | -8.29% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -29.67% | -21.08% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -38.02% | +3.55% |
Current DrawdownCurrent decline from peak | -9.48% | -3.78% | -5.70% |
Average DrawdownAverage peak-to-trough decline | -9.84% | -7.22% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 1.78% | +0.70% |
Volatility
PXWEX vs. FGIAX - Volatility Comparison
Pax Ellevate Global Women’s Leadership Fund (PXWEX) has a higher volatility of 4.55% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that PXWEX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PXWEX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 4.05% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 7.09% | +1.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 12.28% | +3.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.94% | 13.08% | +2.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 15.17% | +1.74% |