Pax Small Cap Fund Manager Performance Evaluation
| PXSCX Fund | USD 18.96 0.25 1.34% |
The fund holds a Beta of 1.05, which implies a somewhat significant risk relative to the market. Pax Small returns are very sensitive to returns on the market. As the market goes up or down, Pax Small is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pax Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Pax Small may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Impax Small Cap Fund Q4 2025 Commentary - Seeking Alpha | 01/30/2026 |
| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.1500 |
Pax |
Pax Small Relative Risk vs. Return Landscape
If you would invest 1,753 in Pax Small Cap on November 5, 2025 and sell it today you would earn a total of 143.00 from holding Pax Small Cap or generate 8.16% return on investment over 90 days. Pax Small Cap is currently producing 0.1354% returns and takes up 0.9711% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Pax, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pax Small Current Valuation
Fairly Valued
Today
Please note that Pax Small's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pax Small Cap holds a recent Real Value of $18.75 per share. The prevailing price of the fund is $18.96. We determine the value of Pax Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pax Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pax Mutual Fund. However, Pax Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.96 | Real 18.75 | Hype 18.94 | Naive 18.75 |
The intrinsic value of Pax Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pax Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pax Small Cap helps investors to forecast how Pax mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pax Small more accurately as focusing exclusively on Pax Small's fundamentals will not take into account other important factors: Pax Small Target Price Odds to finish over Current Price
The tendency of Pax Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.96 | 90 days | 18.96 | about 13.03 |
Based on a normal probability distribution, the odds of Pax Small to move above the current price in 90 days from now is about 13.03 (This Pax Small Cap probability density function shows the probability of Pax Mutual Fund to fall within a particular range of prices over 90 days) .
Pax Small Price Density |
| Price |
Predictive Modules for Pax Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pax Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pax Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Pax Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pax Small is not an exception. The market had few large corrections towards the Pax Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pax Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pax Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 1.05 | |
σ | Overall volatility | 0.56 | |
Ir | Information ratio | 0.04 |
Pax Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pax Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pax Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Impax Small Cap Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund maintains 95.75% of its assets in stocks |
Pax Small Fundamentals Growth
Pax Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pax Small, and Pax Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pax Mutual Fund performance.
| Price To Earning | 21.32 X | |||
| Price To Book | 1.41 X | |||
| Price To Sales | 1.03 X | |||
| Total Asset | 101.32 M | |||
About Pax Small Performance
Evaluating Pax Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pax Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pax Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45 percent of its assets in securities of non-U.S. issuers. It may invest no more than 25 percent of its assets in securities of non-U.S. issuers other than ADRs.Things to note about Pax Small Cap performance evaluation
Checking the ongoing alerts about Pax Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pax Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Impax Small Cap Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund maintains 95.75% of its assets in stocks |
- Analyzing Pax Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pax Small's stock is overvalued or undervalued compared to its peers.
- Examining Pax Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pax Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pax Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pax Small's mutual fund. These opinions can provide insight into Pax Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pax Mutual Fund
Pax Small 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 Small security.
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