Nasdaq - Delayed Quote
USD
Impax High Yield Bond Investor (PAXHX)
5.91
+0.01
(+0.17%)
At close: 8:03:26 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.74% |
|---|---|
| 5y Average Return | 2.22% |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 30, 2026) | 14.11% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 14.11% |
| Worst 3Y Total Return | -1.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PAXHX
Category
- YTD
- -0.78%
- 3.62%
- 1-Month
- -3.47%
- 1.08%
- 3-Month
- -2.76%
- 2.50%
- 1-Year
- 0.74%
- 14.69%
- 3-Year
- 6.96%
- 6.16%
- 5-Year
- 2.13%
- 6.21%
- 10-Year
- 4.02%
- 5.48%
- Last Bull Market
- 7.85%
- 11.96%
- Last Bear Market
- -10.70%
- -7.27%
Annual Total Return (%) History
Year
PAXHX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.62% | 2.67% | -2.76% | -- |
|
2025
|
0.97% | 3.83% | 2.14% | 1.53% |
|
2024
|
0.71% | 1.00% | 4.21% | 0.04% |
|
2023
|
3.15% | 0.88% | -0.17% | 6.97% |
|
2022
|
-4.98% | -10.70% | -1.24% | 3.93% |
|
2021
|
-0.08% | 1.99% | 0.65% | 0.37% |
|
2020
|
-9.50% | 8.66% | 4.66% | 4.74% |
|
2019
|
6.63% | 2.50% | 1.97% | 2.40% |
|
2018
|
-1.01% | 0.20% | 2.17% | -4.35% |
|
2017
|
2.99% | 1.46% | 1.57% | 0.21% |
Rank in Category (By Total Return)
| YTD | 90 |
| 1-Month | 98 |
|---|---|
| 3-Month | 96 |
| 1-Year | 81 |
| 3-Year | 72 |
| 5-Year | 95 |
Load Adjusted Returns
| 1-Year | -1.28% |
| 3-Year | 6.24% |
|---|---|
| 5-Year | 1.72% |
| 10-Year | 3.81% |
Performance & Risk
| YTD Return | -0.74% |
| 5y Average Return | 2.22% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | High Yield Bond |
| Fund Family | Impax Asset Management |
| Net Assets | 494.83M |
| YTD Return | -0.78% |
| Yield | 5.21% |
| Morningstar Rating | |
| Inception Date | Jun 01, 2004 |
Fund Summary
Under normal market conditions, the fund invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures) that are rated below BBB-by Standard & Poor's Ratings Group or below Baa3 by Moody's Investors Service, similarly rated by another major rating service, or unrated and determined by the fund's investment adviser to be of comparable quality.
