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PQUAX: PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 03/01/2001 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 3.97% |
| Expenses | 1.04% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/01/2001 |
2024 | 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(%) | 0.2 | -7.4 | 5.2 | 8.4 | 6.9 | 6.8 | 10.0 | 7.9 | 7.5 | 8.2 | 15.7 | -26.7 | -27.0 | 29.0 | 23.9 | 0.2 | 23.1 | 3.1 | -2.5 | 1.4 | 39.0 | 16.6 | -2.2 | 28.8 | 39.8 | -43.8 | 16.2 | 8.4 | 3.1 | 10.8 | 38.4 | -19.3 | 2.7 |
| Sharpe Ratio | NA | -0.66 | 0.08 | 0.23 | 0.21 | 0.24 | NA | NA | 0.27 | 0.09 | 0.63 | -0.91 | -0.56 | 0.75 | 1.37 | -0.06 | 1.97 | 0.16 | -0.15 | 0.08 | 2.78 | 0.97 | -0.07 | 1.29 | 1.31 | -1.15 | 0.75 | 0.32 | 0.07 | 0.58 | 2.09 | -0.76 | 0.04 |
| Draw Down(%) | NA | 25.3 | 27.7 | 27.7 | 37.5 | 39.4 | NA | NA | 58.1 | 11.1 | 18.6 | 32.6 | 44.6 | 39.4 | 9.4 | 27.4 | 6.9 | 20.5 | 14.5 | 15.6 | 6.1 | 13.1 | 27.8 | 18.0 | 23.3 | 54.6 | 11.1 | 17.4 | 10.9 | 19.2 | 12.8 | 33.7 | 32.2 |
| Standard Deviation(%) | NA | 27.8 | 24.1 | 22.0 | 23.2 | 22.9 | NA | NA | 23.1 | 19.1 | 18.2 | 30.9 | 48.6 | 38.2 | 16.4 | 20.3 | 11.5 | 18.4 | 16.8 | 17.5 | 14.0 | 17.2 | 31.6 | 22.2 | 30.3 | 38.9 | 17.6 | 16.2 | 13.2 | 17.1 | 18.1 | 26.9 | 31.8 |
| Treynor Ratio | NA | -0.2 | 0.02 | 0.05 | 0.05 | 0.06 | NA | NA | 0.07 | 0.02 | 0.13 | -0.3 | -0.3 | 0.29 | 0.22 | -0.01 | 0.21 | 0.03 | -0.03 | 0.01 | 0.41 | 0.17 | -0.02 | 0.31 | 0.43 | -0.5 | 0.14 | 0.05 | 0.01 | 0.11 | 0.43 | -0.2 | 0.01 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | -0.01 | -0.03 | -0.01 | 0.0 | -0.11 | -0.01 | -0.03 | 0.03 | 0.0 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.02 |
| Beta | NA | 0.92 | 0.95 | 0.93 | 0.96 | 0.98 | NA | NA | 0.96 | 0.99 | 0.91 | 0.93 | 0.91 | 0.98 | 1.02 | 1.03 | 1.07 | 1.02 | 1.01 | 1.09 | 0.95 | 0.99 | 0.97 | 0.92 | 0.91 | 0.89 | 0.95 | 0.94 | 0.85 | 0.89 | 0.88 | 1.03 | 1.14 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.97 | 0.96 | NA | NA | 0.95 | 0.93 | 0.95 | 0.98 | 0.21 | 0.95 | 0.96 | 0.95 | 0.92 | 0.95 | 0.92 | 0.96 | 0.96 | 0.97 | 0.99 | 0.98 | 0.98 | 0.99 | 0.96 | 0.97 | 0.91 | 0.92 | 0.89 | 0.91 | 0.74 |
| Yield(%) | N/A | 0.0 | 4.0 | 1.6 | 12.5 | 9.6 | 13.6 | 9.5 | N/A | 4.0 | 0.0 | 0.0 | 39.7 | 9.2 | 18.3 | 17.8 | 6.8 | 0.0 | 20.7 | 14.5 | 16.1 | 1.9 | 0.0 | 0.3 | 0.0 | 0.0 | 16.7 | 2.9 | 14.5 | 0.4 | 0.7 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -95.9 | -10.3 | 69.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | 445.3 | -46.1 | -16.6 | 202.9 | N/A | -100.0 | 25.0 | 5.0 | 870.7 | N/A | -100.0 | N/A | N/A | -100.0 | 509.6 | -82.0 | 3725.8 | -24.4 | -36.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2001
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