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Impax Small Cap A (PXSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.56-0.04 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.09%
5-year average return6.92%
Number of years up7
Number of years down3
Best 1-yr total return (9 May 2024)30.29%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return30.29%
Worst 3-yr total return2.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPXSAXCategory
YTD0.06%20.19%
1-month-5.35%0.02%
3-month0.76%4.36%
1-year10.10%60.18%
3-year-2.25%11.32%
5-year6.06%13.88%
10-year5.67%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)

YTD36
1-month18
3-month76
1-year85
3-year82
5-year74

Load adjusted returns

1-year4.04%
3-year-4.07%
5-year4.87%
10-year5.07%