Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) | 3.14% | 5.41% | 4.36% | -0.56% | 1.89% | 2.77% | 3.72% | 4.31% |
Data as of 06/20/2025, AR inception is 12/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) | 12/11/2000 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 5.41 | 4.36 | -0.56 | 1.89 | 2.77 | 3.72 | 4.31 | 3.14 | 3.46 | 7.84 | -14.12 | -2.17 | 5.94 | 10.09 | -1.65 | 5.27 | 4.00 | -0.43 | 5.59 | -4.40 | 8.52 | 9.59 | 10.59 | 14.83 | 1.48 | 7.65 | 3.64 | 2.04 | 4.70 | 4.67 | 8.58 | 7.59 | 0.96 |
| Sharpe Ratio | NA | 0.46 | 0.17 | -0.47 | 0.09 | NA | NA | 0.61 | 0.78 | -0.63 | 0.55 | -2.22 | -0.61 | 0.81 | 2.21 | -1.13 | 1.45 | 1.11 | -0.14 | 2.11 | -1.06 | 2.39 | 2.25 | 2.15 | 2.22 | 0.07 | 1.01 | 0.10 | -0.04 | 0.87 | 0.75 | 1.34 | 0.78 | 2.62 |
| Standard Deviation(%) | NA | 4.72 | 5.94 | 5.54 | 4.89 | NA | NA | 4.95 | 4.86 | 5.00 | 6.52 | 7.00 | 3.60 | 7.01 | 3.92 | 2.65 | 3.22 | 3.41 | 3.35 | 2.64 | 4.19 | 3.57 | 4.25 | 4.90 | 6.65 | 7.51 | 4.63 | 3.80 | 3.57 | 4.32 | 5.33 | 5.56 | 6.87 | 6.23 |
| Draw Down(%) | NA | 3.99 | 8.95 | 21.57 | 21.57 | NA | NA | 21.57 | 2.70 | 3.16 | 6.21 | 17.66 | 3.86 | 11.20 | 2.51 | 2.99 | 1.69 | 4.22 | 3.49 | 1.57 | 8.17 | 1.56 | 2.37 | 4.67 | 8.15 | 9.57 | 3.58 | 3.04 | 3.53 | 5.40 | 6.99 | 3.16 | 5.65 | 0.79 |
| Yield(%) | 0.00 | 5.29 | 4.72 | 3.18 | 3.31 | 3.82 | 4.35 | 4.82 | 2.16 | 5.33 | 4.88 | 2.68 | 2.12 | 2.47 | 3.46 | 2.77 | 2.47 | 4.71 | 3.16 | 2.59 | 4.95 | 5.45 | 5.86 | 6.64 | 5.19 | 12.06 | 4.22 | 4.11 | 4.25 | 5.22 | 2.59 | 3.37 | 4.59 | 0.00 |
Data as of 06/20/2025, AR inception is 12/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) |
-6.18%
Oct 2020 - Oct 2023 |
-1.31%
Oct 2017 - Oct 2022 |
0.32%
Oct 2012 - Oct 2022 |
2.78%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) |
13.59%
Feb 2009 - Feb 2012 |
9.99%
Jul 2007 - Jul 2012 |
7.08%
Jul 2002 - Jul 2012 |
5.78%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart