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Impax Global Opportunities Fund Investor Class PAXGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PAXGX | Replication |
|---|---|---|
| Annualized growth | 4.0% | 5.9% |
| Annualized volatility | 17.0% | 17.3% |
| Sharpe ratio | 0.31 | 0.41 |
| Maximum drawdown | 29.9% | 33.0% |
| Replication fit (R²) | 0.93 · Tracking error 4.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model PAXGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 52.6% |
| VOT | Mid-Cap · Growth | 23.6% |
| VUG | Style · Growth | 12.5% |
| USMV | Factor · Min Vol | 11.3% |