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Impax Us Sustainable Economy Fund Institutional Class: (MF: PWGIX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$26.92 USD
+0.38 (1.43%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.03 | 34 |
| 3 months | 2.92 | 35 |
| 6 months | 14.03 | 34 |
| 1 Year | 23.21 | 36 |
| 3 Year | 9.21 | 17 |
| 5 Year | 13.75 | 34 |
| 10 Year | 11.58 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -50.27 |
| Bull Market (2/09 - 3/21) | 767.23 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 23.21 |
| 5 Year | 13.75 |
| 10 Year | 11.58 |
| Since Inception | 9.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.79 | 2.92 | NA | NA |
| 2023 | 8.00 | 6.81 | -4.36 | 12.97 |
| 2022 | -5.94 | -14.69 | -6.88 | 9.73 |
| 2021 | 7.42 | 8.53 | 0.38 | 11.35 |
| 2020 | -20.52 | 19.35 | 7.89 | 10.97 |
| 2019 | 12.15 | 2.90 | 2.72 | 7.49 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 14.03 | 24.64 | -18.01 | 30.32 | 13.57 | 27.44 | -4.14 | 22.18 | 6.48 | 2.50 | 11.91 |
| % Total Return Rel to Index | -1.27 | -1.59 | 0.19 | 1.63 | -4.82 | -4.04 | 0.25 | 0.38 | -5.45 | 1.11 | -1.73 |
| % Total Return Rel to Peer | 3.36 | 1.65 | 1.68 | 8.26 | -6.34 | -0.97 | 2.71 | 1.50 | -1.33 | 4.10 | 3.70 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.27 | 0.12 | 0.46 | 0.26 | 0.26 | 0.33 | 0.37 | 0.27 | 0.20 | 0.07 | 0.14 |
| % Yield | 0.97 | 0.49 | 2.09 | 0.80 | 1.02 | 1.41 | 1.84 | 1.25 | 1.03 | 0.37 | 0.73 |
| Capital Gains ($) | 0.00 | 1.23 | 1.06 | 5.32 | 0.24 | 0.44 | 1.07 | 0.66 | 1.60 | 1.09 | 0.70 |
| Expense Ratio | 0.00 | 0.45 | 0.45 | 0.49 | 0.65 | 0.65 | 0.65 | 0.65 | 0.84 | 0.99 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%