Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCPAX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS A) | 9.74% | 24.24% | 18.44% | 4.03% | 7.39% | 8.29% | 6.63% | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCPAX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS A) | 03/01/2001 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 24.24 | 18.44 | 4.03 | 7.39 | 8.29 | 6.63 | … | … | 9.74 | 20.08 | 13.52 | 15.05 | -18.00 | 5.44 | -2.63 | 22.80 | -10.88 | 13.88 | 17.86 | -4.83 | 11.31 | 34.88 | 15.42 | -2.44 | 15.10 | 26.84 | -40.01 | 4.46 | 20.88 | 10.40 | 12.86 | 26.75 | -17.06 | -2.64 |
| Sharpe Ratio | NA | 2.08 | 1.27 | 0.09 | 0.29 | NA | NA | … | … | 2.00 | 1.14 | 0.95 | 0.90 | -0.76 | 0.23 | -0.07 | 1.76 | -0.80 | 1.70 | 1.19 | -0.32 | 0.97 | 3.03 | 1.11 | -0.10 | 0.78 | 0.90 | -0.95 | 0.08 | 0.81 | 0.73 | 1.08 | 1.66 | -0.77 | -0.32 |
| Standard Deviation(%) | NA | 10.59 | 12.39 | 18.27 | 19.50 | NA | NA | … | … | 11.35 | 15.13 | 10.40 | 12.80 | 25.61 | 23.55 | 38.61 | 12.11 | 15.45 | 7.82 | 14.77 | 15.24 | 11.70 | 11.50 | 13.92 | 24.72 | 19.16 | 29.69 | 42.79 | 16.83 | 21.74 | 11.23 | 11.03 | 15.66 | 23.62 | 16.90 |
| Draw Down(%) | NA | 7.47 | 12.01 | 32.80 | 42.19 | NA | NA | … | … | 7.47 | 12.01 | 6.66 | 9.75 | 21.30 | 19.80 | 42.19 | 7.39 | 21.19 | 4.59 | 10.46 | 13.18 | 9.02 | 4.82 | 12.57 | 23.00 | 17.34 | 30.12 | 51.38 | 10.88 | 12.37 | 7.13 | 7.82 | 13.29 | 29.12 | 20.88 |
| Yield(%) | 0.00 | 13.06 | 10.40 | 4.83 | 6.20 | 7.57 | 5.95 | … | … | 0.00 | 13.89 | 10.07 | 5.53 | 1.23 | 0.83 | 1.14 | 6.58 | 9.12 | 8.88 | 4.93 | 11.87 | 12.90 | 2.61 | 1.44 | 1.27 | 0.90 | 1.12 | 1.34 | 12.31 | 14.05 | 3.51 | 1.16 | 1.01 | 0.83 | 0.56 |
Data as of 06/03/2026, Common starting date is 03/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCPAX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS A) |
-16.67%
Feb 2006 – Feb 2009 |
-6.26%
Feb 2004 – Feb 2009 |
3.08%
Sep 2001 – Sep 2011 |
3.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCPAX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS A) |
25.17%
Feb 2009 – Feb 2012 |
22.67%
Feb 2009 – Feb 2014 |
14.57%
Feb 2009 – Feb 2019 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart