Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCMNX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS P) | 1.04% | 6.25% | 3.50% | 0.82% | 1.77% | 2.52% | 3.01% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCMNX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS P) | 10/20/1995 | 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 (%) | 0.41 | 6.25 | 3.50 | 0.82 | 1.77 | 2.52 | 3.01 | … | … | 1.04 | 4.78 | 0.85 | 5.55 | -7.31 | 0.36 | 4.01 | 7.06 | 0.60 | 4.46 | -0.24 | 2.97 | 6.63 | -1.63 | 4.30 | 9.79 | 2.45 | 10.13 | -0.14 | 3.43 | 3.25 | 1.01 | 2.32 | 3.32 | 7.58 | 4.89 | 7.88 | -2.15 | 5.39 | 7.01 | 4.86 | 3.67 |
| Sharpe Ratio | NA | 1.59 | 0.14 | -0.58 | 0.04 | NA | NA | … | … | -0.21 | 0.51 | -1.03 | 0.64 | -2.66 | 0.25 | 0.54 | 3.00 | -0.51 | 1.86 | -0.17 | 1.57 | 3.71 | -0.59 | 2.35 | 4.49 | 1.02 | 3.24 | -0.26 | 0.15 | -0.13 | -0.78 | 0.49 | 1.12 | 3.00 | 1.47 | 2.19 | -3.22 | 1.23 | 1.56 | 0.36 | 4.30 |
| Standard Deviation(%) | NA | 2.10 | 3.14 | 2.99 | 3.33 | NA | NA | … | … | 2.60 | 3.75 | 2.68 | 3.00 | 3.30 | 1.34 | 7.01 | 1.86 | 1.54 | 2.05 | 2.64 | 1.87 | 1.78 | 2.81 | 1.82 | 2.17 | 2.32 | 3.10 | 4.17 | 1.90 | 1.25 | 1.59 | 2.76 | 2.32 | 2.14 | 1.68 | 1.67 | 1.71 | 1.57 | 2.13 | 3.35 | 3.94 |
| Draw Down(%) | NA | 2.69 | 4.25 | 11.94 | 11.94 | NA | NA | … | … | 2.69 | 4.24 | 2.20 | 4.89 | 11.08 | 1.75 | 10.96 | 1.57 | 1.91 | 1.67 | 5.72 | 2.55 | 1.49 | 5.68 | 1.74 | 2.41 | 4.10 | 2.96 | 7.53 | 1.58 | 0.85 | 1.72 | 4.57 | 3.71 | 2.56 | 2.63 | 1.91 | 3.66 | 1.02 | 1.59 | 3.06 | 1.29 |
| Yield(%) | 0.00 | 2.68 | 2.61 | 2.23 | 2.45 | 2.77 | 3.04 | … | … | 0.96 | 2.79 | 2.54 | 2.45 | 2.07 | 2.00 | 1.92 | 3.29 | 2.80 | 2.70 | 3.43 | 3.21 | 2.82 | 3.35 | 3.43 | 3.25 | 3.02 | 3.62 | 3.60 | 3.52 | 3.43 | 3.35 | 3.22 | 3.34 | 3.96 | 4.49 | 4.35 | 4.33 | 4.50 | 4.76 | 4.88 | 1.42 |
Data as of 06/04/2026, Common starting date is 10/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMNX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS P) |
-2.45%
Oct 2020 – Oct 2023 |
0.07%
Oct 2017 – Oct 2022 |
1.23%
Oct 2012 – Oct 2022 |
2.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCMNX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS P) |
7.44%
May 2000 – May 2003 |
5.70%
Feb 2008 – Feb 2013 |
4.47%
Feb 2000 – Feb 2010 |
4.46%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
