# Trillium ESG Global Equity Institutional (PORIX)

> Source: Nexqual · https://nexqual.com/PORIX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Trillium ESG Global Equity Institutional (PORIX), nexqual.com/PORIX" · informational, not investment advice.

**Price:** USD 59.91 (-0.37% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 60.13 · day 59.91–59.91 · 52w 50.79–64.38 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.2% vs S&P 500 +13.4%; 5Y +28.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.2% | +28.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.3% | +5.2% |
| Volatility (annualized) | 12.5% | 15.8% |
| Max drawdown | -10.8% (Jan 2026→Mar 2026) | -30.9% (Nov 2021→Oct 2022) |

## Peers
PXSIX (PAX SMALL CAP FUND INSTITUTIONA) USD 22.21 +0.00% · PGINX (PAX GLOBAL ENVIRONMENTAL MARKET) USD 24.29 -0.00% · PFPWX (Parnassus Endeavor Fund - Insti) USD 64.75 +0.00% · PAXIX (Pax Sustainable Allocation Fund) USD 27.55 +0.00% · PORTX (Trillium ESG Global Equity Fund) USD 60.24 -0.36%

## More
Full page: https://nexqual.com/PORIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt