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Impax Us Sustainable Economy Fund Investor Class: (MF: PXWGX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$22.14 USD
+0.35 (1.61%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.74 | 55 |
| 3 months | -5.74 | 55 |
| 6 months | -6.55 | 85 |
| 1 Year | 2.47 | 59 |
| 3 Year | 7.06 | 41 |
| 5 Year | 16.43 | 49 |
| 10 Year | 10.35 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.19 |
| Bear Market (10/07 - 2/09) | -50.43 |
| Bull Market (2/09 - 3/21) | 798.26 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.47 |
| 5 Year | 16.42 |
| 10 Year | 10.35 |
| Since Inception | 6.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.74 | NA | NA | NA |
| 2024 | 10.70 | 2.90 | 6.57 | -0.86 |
| 2023 | 7.97 | 6.74 | -4.40 | 12.90 |
| 2022 | -6.01 | -14.75 | -6.94 | 9.64 |
| 2021 | 7.35 | 8.44 | 0.32 | 11.29 |
| 2020 | -20.55 | 19.28 | 7.83 | 10.90 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.74 | 20.36 | 24.38 | -18.25 | 29.99 | 13.34 | 27.14 | -4.41 | 21.86 | 6.25 | 2.19 |
| % Total Return Rel to Index | -1.48 | -4.65 | -1.85 | -0.05 | 1.30 | -5.05 | -4.34 | -0.02 | 0.06 | -5.68 | 0.81 |
| % Total Return Rel to Peer | -0.72 | 0.97 | 1.39 | 1.44 | 7.93 | -6.57 | -1.27 | 2.44 | 1.18 | -1.56 | 3.79 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 4.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.48 | 0.10 | 0.40 | 0.19 | 0.21 | 0.28 | 0.31 | 0.22 | 0.15 | 0.02 |
| % Yield | 0.00 | 1.72 | 1.77 | 1.90 | 0.61 | 0.84 | 1.22 | 1.62 | 1.05 | 0.81 | 0.14 |
| Capital Gains ($) | 0.00 | 3.31 | 1.23 | 1.06 | 5.32 | 0.24 | 0.44 | 1.07 | 0.66 | 1.60 | 1.09 |
| Expense Ratio | 0.00 | 0.71 | 0.70 | 0.70 | 0.74 | 0.90 | 0.90 | 0.90 | 0.90 | 1.07 | 1.24 |
* 1 = Top 20%, 5 = Bottom 20%