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PWFYX: PACE INTERNATIONAL FIXED INCOME INVESTMENTS CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 01/16/2001 |
| Last Dividend Date: | 10/23/2024 |
| 12-Mo. Yield | 3.05% |
| Expenses | 0.84% |
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Performance Analytics (As of 01/21/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/28/2001 |
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(%) | 0.0 | 0.0 | 1.3 | -4.4 | -1.7 | -0.1 | 0.5 | 1.5 | 2.6 | -1.2 | 4.2 | -15.6 | -4.0 | 10.2 | 6.8 | -3.3 | 6.8 | 1.2 | -3.7 | 2.9 | -6.1 | 5.3 | 2.8 | 5.4 | 10.3 | 1.4 | 10.4 | 5.7 | -5.9 | 10.1 | 14.4 | 14.2 | -4.7 |
| Sharpe Ratio | NA | 0.0 | -1.02 | -1.23 | -0.62 | -0.28 | NA | NA | 0.18 | -1.44 | 0.0 | -2.26 | -0.63 | 1.45 | 1.48 | -1.38 | 1.5 | 0.12 | -0.69 | 1.09 | -1.18 | 0.95 | 0.35 | 0.59 | 0.94 | 0.04 | 1.29 | 0.34 | -1.23 | 1.14 | 1.55 | 1.98 | -1.12 |
| Draw Down(%) | NA | 0.0 | 5.2 | 21.0 | 24.8 | 24.8 | NA | NA | 24.8 | 5.2 | 9.9 | 21.5 | 5.1 | 10.9 | 2.2 | 6.3 | 2.5 | 12.3 | 5.1 | 2.8 | 8.5 | 3.1 | 7.7 | 9.3 | 9.5 | 19.0 | 4.5 | 4.7 | 8.1 | 7.1 | 10.0 | 3.5 | 6.9 |
| Standard Deviation(%) | NA | NA | 5.2 | 6.9 | 6.8 | 6.0 | NA | NA | 7.1 | 5.4 | 7.5 | 7.5 | 6.4 | 6.8 | 3.7 | 3.4 | 4.1 | 7.9 | 5.4 | 2.7 | 5.2 | 5.6 | 7.7 | 9.0 | 10.8 | 12.2 | 5.7 | 7.3 | 6.6 | 8.1 | 8.9 | 6.6 | 6.5 |
| Treynor Ratio | NA | 0.0 | -0.02 | -0.11 | -0.06 | -0.02 | NA | NA | 0.02 | -0.03 | 0.0 | -0.25 | -0.06 | 0.14 | 0.08 | -0.09 | 0.11 | 0.01 | -0.06 | 0.07 | -0.1 | 0.06 | 0.03 | 0.06 | 0.11 | 0.0 | 0.08 | 0.03 | -0.13 | 0.13 | 0.2 | 0.2 | -0.14 |
| Alpha | NA | NA | 0.04 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | 0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | NA | 2.74 | 0.74 | 0.73 | 0.71 | NA | NA | 0.75 | 2.59 | 0.81 | 0.69 | 0.69 | 0.72 | 0.7 | 0.49 | 0.59 | 0.96 | 0.59 | 0.41 | 0.61 | 0.94 | 0.96 | 0.85 | 0.9 | 0.94 | 0.88 | 0.92 | 0.62 | 0.68 | 0.7 | 0.67 | 0.5 |
| RSquared | NA | 0.0 | 0.03 | 0.69 | 0.65 | 0.72 | NA | NA | 0.78 | 0.11 | 0.86 | 0.88 | 0.28 | 0.83 | 0.81 | 0.81 | 0.92 | 0.96 | 0.79 | 0.75 | 0.76 | 0.93 | 0.94 | 0.82 | 0.92 | 0.92 | 0.93 | 0.94 | 0.64 | 0.85 | 0.74 | 0.81 | 0.64 |
| Yield(%) | N/A | 0.0 | 3.1 | 2.2 | 3.0 | 2.5 | 2.8 | 3.3 | N/A | 3.0 | 3.4 | 1.5 | 4.4 | 3.6 | 2.0 | 1.6 | 1.5 | 3.1 | 3.1 | 3.7 | 2.5 | 3.0 | 7.3 | 3.0 | 6.8 | 4.1 | 8.6 | 3.0 | 6.4 | 6.3 | 8.9 | 0.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -10.5 | -36.4 | 33.1 | -53.2 | N/A | N/A | N/A | -10.5 | 84.7 | -68.3 | 27.3 | 92.8 | 17.5 | 10.5 | -51.8 | -6.2 | -17.2 | 35.1 | -15.5 | -60.2 | 143.9 | -53.7 | 59.6 | -51.0 | 186.7 | -58.1 | 5.4 | -24.7 | 1041.6 | 30.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2001
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