Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCGTX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS P) | 2.52% | 8.23% | 5.16% | 0.40% | 1.55% | 1.91% | 3.13% | … | … |
Data as of 06/04/2026, Common starting date is 10/16/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCGTX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS P) | 10/16/1995 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 8.23 | 5.16 | 0.40 | 1.55 | 1.91 | 3.13 | … | … | 2.52 | 8.81 | 0.99 | 5.13 | -13.48 | -0.60 | 5.76 | 6.55 | -0.12 | 2.57 | 2.13 | 1.28 | 5.57 | -1.77 | 2.99 | 5.54 | 6.81 | 10.12 | 3.45 | 5.98 | 5.02 | 2.12 | 4.44 | 2.85 | 6.82 | 9.70 | 10.83 | 1.03 | 6.41 | 9.05 | 4.27 | 2.88 |
| Sharpe Ratio | NA | 1.23 | 0.35 | -0.29 | -0.01 | NA | NA | … | … | 0.62 | 1.12 | -0.41 | 0.17 | -1.64 | -0.32 | 1.50 | 2.49 | -0.57 | 0.74 | 0.85 | 0.53 | 2.43 | -0.52 | 2.16 | 2.16 | 2.46 | 2.97 | 0.36 | 0.86 | 0.54 | -0.06 | 1.14 | 0.58 | 2.02 | 1.79 | 2.15 | -0.69 | 0.82 | 2.05 | 0.14 | 3.62 |
| Standard Deviation(%) | NA | 5.41 | 6.67 | 7.07 | 5.36 | NA | NA | … | … | 6.85 | 5.33 | 6.37 | 8.78 | 9.12 | 1.93 | 3.67 | 2.04 | 2.64 | 2.61 | 2.26 | 2.35 | 2.28 | 3.50 | 1.37 | 2.55 | 2.73 | 3.37 | 6.93 | 3.31 | 2.96 | 2.30 | 3.03 | 3.66 | 2.81 | 4.11 | 3.07 | 3.38 | 3.61 | 2.61 | 4.20 | 3.01 |
| Draw Down(%) | NA | 3.36 | 7.94 | 19.19 | 19.33 | NA | NA | … | … | 3.36 | 3.10 | 4.69 | 9.24 | 18.32 | 1.72 | 4.84 | 0.56 | 3.02 | 1.63 | 3.46 | 1.50 | 0.70 | 4.43 | 0.96 | 1.37 | 2.45 | 1.62 | 4.92 | 2.48 | 1.86 | 2.24 | 3.11 | 2.20 | 1.32 | 2.29 | 2.41 | 3.83 | 3.06 | 1.63 | 3.53 | 0.58 |
| Yield(%) | 0.00 | 4.26 | 4.69 | 3.58 | 3.25 | 3.09 | 3.90 | … | … | 1.47 | 4.82 | 5.17 | 5.01 | 3.07 | 2.78 | 3.31 | 3.62 | 2.96 | 2.70 | 2.68 | 2.20 | 2.10 | 2.52 | 4.47 | 3.77 | 6.81 | 8.22 | 4.86 | 4.56 | 4.47 | 4.96 | 2.77 | 2.81 | 4.60 | 6.63 | 6.31 | 5.58 | 6.09 | 7.30 | 5.08 | 1.46 |
Data as of 06/04/2026, Common starting date is 10/16/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGTX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS P) |
-6.09%
Oct 2020 – Oct 2023 |
-1.39%
Oct 2017 – Oct 2022 |
0.23%
Oct 2012 – Oct 2022 |
1.68%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCGTX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS P) |
9.41%
Aug 1999 – Aug 2002 |
7.96%
Sep 1996 – Sep 2001 |
6.32%
Jan 2000 – Jan 2010 |
6.22%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart