Pax High Yield Bond Fund (PAXHX.O)

At A Glance

You hold PAXHX.O in 0 portfolios

Net Asset Value

6.72USD

0.00 0.00%

09/22/2020

Category
General Domestic
YTD Return (Cumulative)
 2.66%
Classification
High Yield
5 Year Return (Annualized)
 5.56%
Manager Benchmark
Lipper High Yield Bd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

PAXHX.O — More Risk, More Return

Roll over fund for details

PAXHX.O outperforms 84 funds in its category for 3 Year Return, which is higher than the category median.

PAXHX.O has a higher risk than 95 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare PAXHX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales Charge0.00%
 

Annual Operating Expenses

Management Fee0.50%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio0.96
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$570 in fees
$20,394 before
 
$19,824 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 23, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
PAXHX.O7.5670.4980.190.550.06
Lipper High Yield Bd IX
Lipper Classification Index
9.60.2640.1920.7580.966
BBG Barc US Agg TRIX
Broad-Based Index
3.3971.0280.1930.5490.058

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