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Impax Small Cap A (PXSAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.16+0.09 (+0.56%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.57%
5-Year Average Return6.30%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)30.29%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return30.29%
Worst 3-Yr Total Return2.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPXSAXCategory
YTD4.09%20.19%
1-Month4.02%0.02%
3-Month1.53%4.36%
1-Year17.45%60.18%
3-Year-0.90%11.32%
5-Year7.94%13.88%
10-Year5.94%11.19%
Last Bull Market26.56%27.98%
Last Bear Market-16.48%-24.08%

Annual Total Return (%) History

Year
PXSAXCategory
2024
N/AN/A
2023
13.56%N/A
2022
-23.03%N/A
2021
30.29%N/A
2020
11.73%10.99%
2019
23.27%23.75%
2018
-15.82%-12.72%
2017
8.80%12.28%
2016
17.85%20.78%
2015
-3.87%-5.38%
2014
7.10%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.72%N/AN/AN/A
20235.14%3.12%-5.20%10.49%
2022-11.58%-16.48%-2.18%6.54%
202113.73%8.71%-0.93%6.37%
2020-29.25%20.77%1.76%28.51%
201912.52%4.31%-1.44%6.55%
2018-2.87%4.53%-1.56%-15.76%
20170.46%0.12%2.50%5.53%
20163.39%1.24%4.24%8.01%
20154.17%-0.26%-8.73%1.37%
20142.06%4.01%-4.86%6.05%
201311.32%6.78%N/AN/A

Rank In Category (By Total Return)

YTD42
1-Month78
3-Month61
1-Year83
3-Year82
5-Year84

Load Adjusted Returns

1-Year10.99%
3-Year-2.75%
5-Year6.72%
10-Year5.34%