Pax Balanced Financials
| PAXIX Fund | USD 26.52 0.01 0.04% |
Pax |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pax Balanced Fund Summary
Pax Balanced competes with Champlain Small, Praxis Small, Needham Small, Ab Small, and Cardinal Small. The investment seeks income and conservation of principal as a secondary investment objective, the Sustainable Allocation Fund seeks long-term growth of capital. PAX Balanced is traded on NASDAQ Exchange in the United States.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7042232055 |
| Business Address | Pax World Funds |
| Mutual Fund Family | Impax Asset Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 372 7827 |
| Currency | USD - US Dollar |
Pax Balanced Key Financial Ratios
Pax Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pax Balanced's current stock value. Our valuation model uses many indicators to compare Pax Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pax Balanced competition to find correlations between indicators driving Pax Balanced's intrinsic value. More Info.Pax Balanced Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.39 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Pax Balanced Fund is roughly 2.57 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pax Balanced's earnings, one of the primary drivers of an investment's value.Pax Balanced Systematic Risk
Pax Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pax Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Pax Balanced correlated with the market. If Beta is less than 0 Pax Balanced generally moves in the opposite direction as compared to the market. If Pax Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pax Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pax Balanced is generally in the same direction as the market. If Beta > 1 Pax Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Pax Balanced January 9, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pax Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pax Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pax Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Pax Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pax Balanced's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 3.12 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.6711 |
Other Information on Investing in Pax Mutual Fund
Pax Balanced 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 Balanced security.
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