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PWEAX: PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS CLASS A (MUTUAL FUND)
Basic Info 12.71 0.21(1.68%) April 26
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (57%) |
Start Date: | 03/01/2001 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.06% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.4 | 1.3 | 9.6 | -6.0 | 2.3 | 2.1 | 4.7 | 5.3 | 5.8 | 10.1 | -19.2 | -2.0 | 19.8 | 18.7 | -16.6 | 33.8 | 5.8 | -17.1 | 0.1 | -5.0 | 19.9 | -18.0 | 18.4 | 64.2 | -52.0 | 35.6 | 33.6 | 28.9 | 19.5 | 55.8 | -12.3 | -9.1 |
Sharpe Ratio | NA | 0.03 | 0.46 | -0.42 | 0.03 | 0.06 | NA | NA | 0.22 | 0.43 | -0.89 | -0.09 | 0.67 | 1.46 | -1.13 | 3.83 | 0.35 | -1.12 | 0.01 | -0.37 | 1.36 | -0.74 | 0.88 | 2.01 | -1.09 | 1.43 | 1.05 | 2.37 | 1.06 | 3.89 | -0.78 | -0.64 |
Draw Down(%) | NA | 5.7 | 13.3 | 36.9 | 38.4 | 39.5 | NA | NA | 65.3 | 13.4 | 31.0 | 16.6 | 35.3 | 10.6 | 26.3 | 4.0 | 12.3 | 25.7 | 13.8 | 17.1 | 16.6 | 27.7 | 17.0 | 24.1 | 63.7 | 17.2 | 22.8 | 9.9 | 22.3 | 12.1 | 30.2 | 30.6 |
Standard Deviation(%) | NA | 12.4 | 12.6 | 19.8 | 21.1 | 17.8 | NA | NA | 21.5 | 13.8 | 23.2 | 22.7 | 29.0 | 11.9 | 15.9 | 8.7 | 16.0 | 15.2 | 11.0 | 13.4 | 14.7 | 24.5 | 20.7 | 31.9 | 48.3 | 22.9 | 29.0 | 11.2 | 17.5 | 14.2 | 17.1 | 20.5 |
Treynor Ratio | NA | 0.0 | 0.06 | -0.08 | 0.01 | 0.01 | NA | NA | 0.05 | 0.06 | -0.19 | -0.02 | 0.2 | 0.2 | -0.2 | 0.37 | 0.06 | -0.21 | 0.0 | -0.06 | 0.23 | -0.19 | 0.19 | 0.66 | -0.56 | 0.35 | 0.32 | 0.33 | 0.19 | 0.62 | -0.17 | -0.19 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.02 | 0.02 | -0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.01 | 0.02 | 0.0 | -0.03 | 0.0 | -0.03 | -0.03 |
Beta | NA | 0.94 | 0.93 | 1.04 | 1.0 | 0.94 | NA | NA | 0.92 | 0.98 | 1.1 | 0.92 | 0.99 | 0.88 | 0.91 | 0.89 | 0.87 | 0.81 | 0.8 | 0.91 | 0.86 | 0.94 | 0.95 | 0.97 | 0.95 | 0.93 | 0.94 | 0.8 | 0.96 | 0.9 | 0.81 | 0.7 |
RSquared | NA | 0.7 | 0.75 | 0.67 | 0.78 | 0.81 | NA | NA | 0.85 | 0.79 | 0.89 | 0.42 | 0.91 | 0.85 | 0.9 | 0.82 | 0.9 | 0.92 | 0.89 | 0.9 | 0.91 | 0.98 | 0.95 | 0.98 | 0.98 | 0.96 | 0.35 | 0.87 | 0.84 | 0.86 | 0.75 | 0.68 |
Yield(%) | N/A | 0.0 | 1.3 | 3.9 | 3.5 | 2.3 | 3.0 | 5.8 | N/A | 1.3 | 1.8 | 9.9 | 1.1 | 1.0 | 1.4 | 1.3 | 0.9 | 0.2 | 0.5 | 0.3 | 0.9 | 1.7 | 1.1 | 2.1 | 15.4 | 20.1 | 16.5 | 1.0 | 0.0 | 0.7 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -42.3 | 342.6 | 351.9 | -73.9 | N/A | N/A | N/A | -42.3 | -84.4 | 1013.3 | 25.0 | -40.0 | 42.9 | 55.6 | 200.0 | -50.0 | 50.0 | -60.0 | -58.3 | 71.4 | -12.5 | -95.3 | -13.8 | 34.4 | 1978.6 | N/A | -100.0 | -68.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2001
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