Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PASIX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS A) | 3.84% | 8.60% | 7.98% | 2.68% | 2.67% | 2.75% | 2.14% | … | … |
Data as of 06/03/2026, Common starting date is 04/26/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PASIX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS A) | 04/26/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 8.60 | 7.98 | 2.68 | 2.67 | 2.75 | 2.14 | … | … | 3.84 | 7.47 | 6.56 | 4.96 | -2.06 | -3.78 | 5.67 | 6.08 | -5.41 | 3.71 | -0.94 | 0.81 | 3.26 | 9.46 | 8.12 | -4.15 | 3.69 | 11.39 | -24.27 | 7.50 | 3.48 |
| Sharpe Ratio | NA | 1.38 | 1.17 | 0.02 | 0.15 | NA | NA | … | … | 1.23 | 1.24 | 0.72 | 0.34 | -0.58 | -0.48 | 0.63 | 1.42 | -0.90 | 0.33 | -0.16 | 0.14 | 0.62 | 1.82 | 1.54 | -0.45 | 0.58 | 1.25 | -1.79 | 0.40 | 0.20 |
| Standard Deviation(%) | NA | 4.43 | 4.13 | 5.48 | 6.49 | NA | NA | … | … | 5.62 | 3.71 | 4.10 | 3.87 | 6.08 | 7.93 | 8.57 | 3.25 | 7.60 | 9.39 | 7.03 | 5.42 | 5.22 | 5.18 | 5.28 | 9.30 | 6.16 | 9.02 | 14.04 | 10.85 | 8.01 |
| Draw Down(%) | NA | 3.36 | 3.36 | 10.72 | 11.03 | NA | NA | … | … | 3.36 | 2.99 | 1.98 | 3.21 | 4.57 | 8.69 | 9.88 | 1.41 | 9.59 | 4.57 | 5.72 | 3.67 | 4.16 | 4.88 | 5.51 | 11.23 | 4.66 | 8.59 | 28.91 | 9.91 | 9.44 |
| Yield(%) | 0.00 | 10.31 | 7.46 | 4.06 | 2.63 | 2.26 | 1.90 | … | … | 0.00 | 10.58 | 7.88 | 3.62 | 0.00 | 0.00 | 1.28 | 0.00 | 2.76 | 0.00 | 0.00 | 2.11 | 0.00 | 2.01 | 0.46 | 0.00 | 0.94 | 0.34 | 0.89 | 2.41 | 0.53 |
Data as of 06/03/2026, Common starting date is 04/26/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASIX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS A) |
-6.33%
Jun 2007 – Jun 2010 |
-3.14%
Jun 2007 – Jun 2012 |
0.25%
Nov 2007 – Nov 2017 |
0.25%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PASIX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS A) |
8.19%
May 2023 – May 2026 |
6.83%
Feb 2009 – Feb 2014 |
3.76%
Feb 2009 – Feb 2019 |
3.12%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart
