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Impax US Sustainable Economy Instl (PWGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.14-0.01 (-0.04%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.09%
5-Year Average Return13.77%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)39.34%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return39.34%
Worst 3-Yr Total Return6.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPWGIXCategory
YTD5.01%5.31%
1-Month-5.22%-4.19%
3-Month3.17%3.90%
1-Year20.20%20.31%
3-Year7.53%6.48%
5-Year11.86%11.78%
10-Year11.13%10.96%
Last Bull Market28.57%25.56%
Last Bear Market-14.69%-15.11%

Annual Total Return (%) History

Year
PWGIXCategory
2024
N/AN/A
2023
24.65%22.32%
2022
-18.01%-16.96%
2021
30.35%26.07%
2020
13.57%15.83%
2019
27.42%28.78%
2018
-4.16%-6.27%
2017
22.22%20.44%
2016
6.49%10.37%
2015
2.50%-1.07%
2014
11.91%10.96%
2013
29.93%31.50%
2012
13.35%14.96%
2011
-1.77%-1.27%
2010
22.51%14.01%
2009
39.34%28.17%
2008
-41.44%-37.79%
2007
N/A6.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.79%N/AN/AN/A
20238.00%6.82%-4.36%12.97%
2022-5.94%-14.69%-6.88%9.74%
20217.42%8.53%0.39%11.37%
2020-20.53%19.35%7.89%10.97%
201912.15%2.91%2.73%7.47%
2018-0.99%2.18%7.09%-11.54%
20175.88%2.60%4.77%7.37%
20160.11%-0.12%3.35%3.05%
20152.20%0.65%-6.97%7.13%
20141.26%3.76%0.99%5.46%
20137.56%0.91%8.53%10.30%
201214.03%-8.06%7.20%0.85%
20118.38%-0.37%-17.76%10.62%
20106.22%-10.22%14.60%12.10%
2009-2.34%15.92%15.55%6.52%
2008-9.31%1.07%-13.53%-26.12%
20072.28%-1.06%N/AN/A

Rank In Category (By Total Return)

YTD64
1-Month89
3-Month73
1-Year62
3-Year34
5-Year58

Load Adjusted Returns

1-Year20.20%
3-Year7.53%
5-Year11.86%
10-Year11.13%