Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCLVX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P) | 10.93% | 26.02% | 19.13% | 4.41% | 7.66% | 8.68% | 6.94% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCLVX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P) | 12/15/1995 | 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 (%) | 1.71 | 26.02 | 19.13 | 4.41 | 7.66 | 8.68 | 6.94 | … | … | 10.93 | 20.36 | 13.78 | 15.37 | -17.85 | 5.57 | -2.37 | 23.07 | -10.66 | 14.10 | 18.18 | -4.64 | 11.63 | 35.22 | 15.75 | -2.29 | 15.40 | 27.19 | -39.86 | 4.70 | 21.39 | 10.66 | 13.13 | 26.99 | -16.82 | -3.90 | 2.48 | -3.93 | 18.65 | 24.65 | 25.23 | 0.65 |
| Sharpe Ratio | NA | 2.12 | 1.29 | 0.10 | 0.30 | NA | NA | … | … | 2.03 | 1.16 | 0.98 | 0.93 | -0.75 | 0.23 | -0.07 | 1.78 | -0.78 | 1.72 | 1.22 | -0.31 | 1.00 | 3.07 | 1.14 | -0.09 | 0.80 | 0.91 | -0.95 | 0.09 | 0.82 | 0.75 | 1.10 | 1.68 | -0.76 | -0.40 | -0.09 | -0.46 | 0.87 | 1.37 | 1.97 | 1.73 |
| Standard Deviation(%) | NA | 10.56 | 12.38 | 18.31 | 19.53 | NA | NA | … | … | 11.31 | 15.14 | 10.42 | 12.76 | 25.66 | 23.66 | 38.69 | 12.10 | 15.44 | 7.86 | 14.76 | 15.29 | 11.67 | 11.45 | 13.90 | 24.72 | 19.22 | 29.69 | 42.77 | 16.76 | 22.13 | 11.27 | 11.04 | 15.65 | 23.66 | 16.30 | 18.79 | 16.02 | 17.54 | 15.20 | 10.85 | 9.21 |
| Draw Down(%) | NA | 7.48 | 11.96 | 32.71 | 42.18 | NA | NA | … | … | 7.48 | 11.96 | 6.63 | 9.75 | 21.21 | 19.88 | 42.18 | 7.32 | 21.04 | 4.56 | 10.45 | 13.12 | 9.02 | 4.82 | 12.53 | 22.90 | 17.24 | 30.09 | 51.26 | 10.87 | 12.62 | 7.08 | 7.76 | 13.30 | 29.05 | 20.82 | 16.95 | 22.07 | 19.05 | 9.79 | 8.70 | 1.31 |
| Yield(%) | 0.00 | 13.44 | 10.75 | 5.05 | 6.43 | 7.97 | 6.19 | … | … | 0.00 | 14.27 | 10.41 | 5.83 | 1.46 | 1.13 | 1.36 | 6.89 | 9.38 | 9.17 | 5.21 | 12.16 | 13.25 | 2.91 | 1.72 | 1.53 | 1.17 | 1.42 | 1.56 | 12.59 | 14.37 | 3.77 | 1.42 | 1.31 | 1.06 | 0.80 | 0.95 | 8.83 | 8.71 | 9.68 | 5.65 | 0.49 |
Data as of 06/04/2026, Common starting date is 12/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLVX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P) |
-16.43%
Feb 2006 – Feb 2009 |
-6.00%
Feb 2004 – Feb 2009 |
-2.23%
Feb 1999 – Feb 2009 |
3.72%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCLVX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P) |
25.46%
Feb 2009 – Feb 2012 |
22.96%
Feb 2009 – Feb 2014 |
14.84%
Feb 2009 – Feb 2019 |
10.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart