Pax Core Financials
| PXBIX Fund | USD 8.86 0.04 0.45% |
Pax |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pax Core Fund Summary
Pax Core competes with Principal Lifetime, Stone Ridge, Madison Diversified, Diversified Real, and Global Diversified. Under normal market conditions, the fund invests at least 80 percent of its net assets in bonds, which include debt obligations such as mortgage-related securities, securities issued by the United States government or its agencies and instrumentalities, municipal bonds, corporate bonds and high-impact bonds across the spectrum of issuers, each of which is, at the time of purchase, rated at least investment grade or unrated and determined by the adviser to be of comparable quality. PAX Core is traded on NASDAQ Exchange in the United States.Specialization | Intermediate Core Bond, Intermediate Core Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7042234606 |
| Business Address | Pax World Funds |
| Mutual Fund Family | Impax Asset Management |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 372 7827 |
| Currency | USD - US Dollar |
Pax Core Key Financial Ratios
Pax Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Core's current stock value. Our valuation model uses many indicators to compare Pax Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Core competition to find correlations between indicators driving Pax Core's intrinsic value. More Info.Pax E Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,430 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pax Core's earnings, one of the primary drivers of an investment's value.Pax E Bond Systematic Risk
Pax Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pax Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Pax E Bond correlated with the market. If Beta is less than 0 Pax Core generally moves in the opposite direction as compared to the market. If Pax Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pax E Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pax Core is generally in the same direction as the market. If Beta > 1 Pax Core moves generally in the same direction as, but more than the movement of the benchmark.
Pax Core March 3, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pax Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pax E Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pax E Bond based on widely used predictive technical indicators. In general, we focus on analyzing Pax Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pax Core's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3286 | |||
| Information Ratio | 0.0914 | |||
| Maximum Drawdown | 1.28 | |||
| Value At Risk | (0.46) | |||
| Potential Upside | 0.5701 |
Other Information on Investing in Pax Mutual Fund
Pax Core financial ratios help investors to determine whether Pax Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pax with respect to the benefits of owning Pax Core security.
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