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
PASYX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS Y) NA 6.85% 3.79% 2.17% 1.73% 2.55% NA
Data as of 01/21/2025, Common starting date is 08/14/2008
More Performance Analytics Comparison
Name Start Date End Date
PASYX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS Y) 08/14/2008 01/21/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 6.85 3.79 2.17 1.73 2.55 NA 0.00 6.85 5.12 -1.87 -3.34 5.86 6.41 -5.16 3.92 -0.57 1.13 3.45 9.86 8.37 -4.02 3.94 11.15 -20.06
Sharpe Ratio NA 0.14 -0.07 -0.05 0.02 NA NA 0.00 0.07 0.23 -0.54 -0.43 0.65 1.50 -0.87 0.35 -0.11 0.21 0.66 1.88 1.61 -0.44 0.63 1.22 -2.18
Standard Deviation(%) NA 3.63 4.63 6.35 6.57 NA NA NA 3.73 3.85 6.05 7.89 8.65 3.33 7.51 9.40 6.99 5.33 5.24 5.23 5.22 9.27 6.09 9.04 20.56
Draw Down(%) NA 1.97 4.55 10.86 10.86 NA NA 0.00 1.97 3.20 4.55 8.51 9.80 1.41 9.44 4.60 5.58 3.49 4.12 4.84 5.46 11.08 4.75 8.58 23.50
Yield(%) 0.00 0.00 1.28 1.07 1.17 1.26 0.84 0.00 0.00 3.88 0.00 0.00 1.57 0.22 2.77 0.00 0.00 3.44 0.97 2.25 0.76 0.00 0.88 0.00 0.00
Data as of 01/21/2025, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASYX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS Y) -1.83%
Sep 2008 – Sep 2011
-0.29%
Mar 2015 – Mar 2020
1.14%
Oct 2013 – Oct 2023
1.58%
Sep 2008 – Sep 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PASYX (PACE ALTERNATIVE STRATEGIES INVESTMENTS CLASS Y) 7.52%
Sep 2011 – Sep 2014
6.97%
Feb 2009 – Feb 2014
3.98%
Feb 2009 – Feb 2019
3.36%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return