18.14%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| PAXWX | 18.14 | -30.00 | 9.00 | 10.00 | 5.00 | 13.00 | 17.00 | -8.00 | -9.00 | 5.00 | 17.00 |
| Index (S&P 500) | 20.90 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 0.10 | 0.15 | -0.25 | 18.14 | 19.57 | -2.89 | 1.87 | 2.39 |
| +/- Index (S&P 500) | - 0.16 | - 0.25 | - 0.75 | - 2.76 | - 1.73 | + 3.21 | + 1.57 | + 3.09 |
| +/- Classification Avg. | - 0.01 | - 0.16 | - 0.10 | - 3.08 | - 3.39 | - 0.30 | - 0.18 | + 0.24 |
| % Rank in Classification | 59 | 77 | 52 | 69 | 72 | 58 | 56 | 38 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. J Hancock Balanced;I (SVBIX) | 5.02% | ![]() |
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| 2. J Hancock Balanced;A (SVBAX) | 4.58% | ![]() |
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| 3. CGM Tr:Mutual Fund (LOMMX) | 4.19% | ![]() |
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| 4. J Hancock Balanced;B (SVBBX) | 3.89% | ![]() |
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| 5. J Hancock Balanced;C (SVBCX) | 3.88% | ![]() |
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| 6. Oakmark Eqty & Inc;I (OAKBX) | 3.86% | ![]() |
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| 7. Oakmark Eqty & Inc;II (OARBX) | 3.51% | ![]() |
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| 8. Aston:M&C Balanced;I (MOBIX) | 3.38% | ![]() |
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| 9. Aston:M&C Balanced;N (MOBAX) | 3.16% | ![]() |
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| 10. Fidelity Global Bal (FGBLX) | 2.95% | ![]() |
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| 311. Pax World Balanced;Inv (PAXWX) | -2.89% | ![]() |
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| Amount | Date | |
| Dividend | 0.16 | 06/22/2009 |
| Capital Gains | NA | NA |
| Dividend Frequency | Semiannual | NA |