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Impax Us Sustainable Economy Fund Investor Class: (MF: PXWGX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$25.37 USD
-0.05 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.91 | 35 |
| 3 months | 2.90 | 36 |
| 6 months | 13.91 | 35 |
| 1 Year | 22.95 | 37 |
| 3 Year | 8.95 | 19 |
| 5 Year | 13.48 | 35 |
| 10 Year | 11.31 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.19 |
| Bear Market (10/07 - 2/09) | -50.43 |
| Bull Market (2/09 - 3/21) | 735.46 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.95 |
| 5 Year | 13.48 |
| 10 Year | 11.31 |
| Since Inception | 6.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.70 | 2.90 | NA | NA |
| 2023 | 7.97 | 6.74 | -4.40 | 12.90 |
| 2022 | -6.01 | -14.75 | -6.94 | 9.64 |
| 2021 | 7.35 | 8.44 | 0.32 | 11.29 |
| 2020 | -20.55 | 19.28 | 7.83 | 10.90 |
| 2019 | 12.11 | 2.82 | 2.70 | 7.38 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.91 | 24.38 | -18.25 | 29.99 | 13.34 | 27.14 | -4.41 | 21.86 | 6.25 | 2.19 | 11.66 |
| % Total Return Rel to Index | -1.38 | -1.85 | -0.05 | 1.30 | -5.05 | -4.34 | -0.02 | 0.06 | -5.68 | 0.81 | -1.97 |
| % Total Return Rel to Peer | 3.25 | 1.39 | 1.44 | 7.93 | -6.57 | -1.27 | 2.44 | 1.18 | -1.56 | 3.79 | 3.46 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.24 | 0.10 | 0.40 | 0.19 | 0.21 | 0.28 | 0.31 | 0.22 | 0.15 | 0.02 | 0.10 |
| % Yield | 0.90 | 0.41 | 1.90 | 0.61 | 0.84 | 1.22 | 1.62 | 1.05 | 0.81 | 0.14 | 0.52 |
| Capital Gains ($) | 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 | 0.70 | 0.70 | 0.74 | 0.90 | 0.90 | 0.90 | 0.90 | 1.07 | 1.24 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%