Pax Esg Financials
| PXGAX Fund | USD 27.41 0.18 0.65% |
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 Esg Fund Summary
Pax Esg competes with Pax Balanced, Pax High, Green Century, Domini Impact, and Portfolio. The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the funds benchmark universe of Russell 1000 Index companies. Under normal market conditions, the fund invests at least 80 percent of its net assets in large-capitalization U.S. equity securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Pax World Funds |
| Mutual Fund Family | Impax Asset Management |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 372 7827 |
| Currency | USD - US Dollar |
Pax Esg Key Financial Ratios
Pax Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Esg's current stock value. Our valuation model uses many indicators to compare Pax Esg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Esg competition to find correlations between indicators driving Pax Esg's intrinsic value. More Info.Pax Esg Beta is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.18 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pax Esg Beta is roughly 5.71 . 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 Esg's earnings, one of the primary drivers of an investment's value.Pax Esg Beta Systematic Risk
Pax Esg's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pax Esg 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Pax Esg Beta correlated with the market. If Beta is less than 0 Pax Esg generally moves in the opposite direction as compared to the market. If Pax Esg Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pax Esg Beta is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pax Esg is generally in the same direction as the market. If Beta > 1 Pax Esg moves generally in the same direction as, but more than the movement of the benchmark.
Pax Esg November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pax Esg help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pax Esg Beta. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pax Esg Beta 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 Esg's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.792 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 3.55 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.18 |
Other Information on Investing in Pax Mutual Fund
Pax Esg 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 Esg security.
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