Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PASPX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P) 4.04% 8.88% 8.26% 2.95% 2.92% 3.01% 2.40%
Data as of 06/03/2026, Common starting date is 04/18/2006
More Performance Analytics Comparison
Name Start Date End Date
PASPX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P) 04/18/2006 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 8.88 8.26 2.95 2.92 3.01 2.40 4.04 7.75 6.83 5.15 -1.78 -3.53 5.88 6.42 -5.27 4.03 -0.76 1.18 3.52 9.75 8.41 -3.93 3.93 11.69 -24.06 7.68 4.29
Sharpe Ratio NA 1.51 1.26 0.07 0.19 NA NA 1.33 1.34 0.81 0.39 -0.53 -0.45 0.65 1.54 -0.88 0.37 -0.14 0.21 0.66 1.87 1.57 -0.42 0.63 1.30 -1.76 0.42 0.33
Standard Deviation(%) NA 4.32 4.04 5.45 6.46 NA NA 5.59 3.63 3.95 3.85 6.08 7.97 8.62 3.21 7.57 9.26 7.01 5.37 5.29 5.19 5.35 9.43 6.09 8.91 14.21 10.88 7.85
Draw Down(%) NA 3.26 3.26 10.60 10.91 NA NA 3.26 2.90 1.99 3.21 4.48 8.55 9.83 1.34 9.48 4.52 5.60 3.50 4.13 4.76 5.48 11.10 4.65 8.45 28.74 9.88 9.43
Yield(%) 0.00 10.46 7.69 4.21 2.78 2.56 2.17 0.00 10.76 8.16 3.89 0.00 0.00 1.58 0.20 2.78 0.00 0.00 3.41 1.04 2.22 0.78 0.00 1.19 0.67 1.11 2.50 0.63
Data as of 06/03/2026, Common starting date is 04/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASPX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P) -6.10%
Jun 2007 – Jun 2010
-2.91%
Jun 2007 – Jun 2012
0.51%
Nov 2007 – Nov 2017
0.51%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASPX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS P) 8.47%
May 2023 – May 2026
7.07%
Feb 2009 – Feb 2014
4.01%
Feb 2009 – Feb 2019
3.38%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return