Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCSGX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P) | 13.60% | 22.59% | 11.92% | 2.90% | 10.97% | 10.00% | 8.92% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCSGX (PACE SMALL/MEDIUM CO GROWTH 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 (%) | 0.49 | 22.59 | 11.92 | 2.90 | 10.97 | 10.00 | 8.92 | … | … | 13.60 | -1.85 | 9.02 | 15.89 | -26.58 | -22.80 | 30.09 | 24.05 | 0.33 | 23.26 | 3.19 | -2.38 | 1.51 | 39.08 | 16.82 | -2.00 | 28.91 | 40.23 | -43.74 | 16.47 | 8.59 | 3.34 | 11.01 | 37.68 | -19.88 | -14.41 | -10.11 | 80.55 | 15.05 | 21.63 | 7.36 | 2.92 |
| Sharpe Ratio | NA | 1.07 | 0.46 | 0.01 | 0.42 | NA | NA | … | … | 1.50 | -0.20 | 0.13 | 0.64 | -0.91 | -0.52 | 0.78 | 1.39 | -0.05 | 1.97 | 0.16 | -0.14 | 0.09 | 2.80 | 0.98 | -0.06 | 1.29 | 1.32 | -1.15 | 0.77 | 0.33 | 0.09 | 0.59 | 2.05 | -0.78 | -0.50 | -0.30 | 3.68 | 0.44 | 1.09 | 0.24 | 5.72 |
| Standard Deviation(%) | NA | 19.26 | 20.55 | 22.71 | 22.89 | NA | NA | … | … | 20.94 | 24.29 | 19.02 | 18.25 | 30.89 | 43.92 | 38.11 | 16.34 | 20.31 | 11.51 | 18.41 | 16.83 | 17.44 | 13.96 | 17.24 | 31.61 | 22.27 | 30.40 | 38.78 | 17.62 | 16.16 | 13.19 | 17.08 | 18.05 | 26.84 | 33.97 | 46.82 | 21.00 | 26.67 | 16.47 | 15.85 | 21.05 |
| Draw Down(%) | NA | 13.48 | 27.64 | 37.48 | 39.35 | NA | NA | … | … | 13.48 | 25.27 | 10.64 | 18.49 | 32.60 | 41.51 | 39.35 | 9.34 | 27.42 | 6.90 | 20.53 | 14.45 | 15.55 | 6.10 | 13.10 | 27.71 | 18.04 | 23.29 | 54.55 | 11.03 | 17.33 | 10.85 | 19.18 | 13.46 | 33.91 | 38.37 | 41.25 | 11.57 | 36.77 | 16.20 | 21.87 | 2.65 |
| Yield(%) | 0.00 | 6.49 | 3.60 | 7.63 | 11.35 | 10.62 | 9.72 | … | … | 0.00 | 6.14 | 3.37 | 0.00 | 0.00 | 35.90 | 8.42 | 16.89 | 16.73 | 6.45 | 0.00 | 19.80 | 13.93 | 15.64 | 1.88 | 0.00 | 0.20 | 0.00 | 0.00 | 16.42 | 2.81 | 14.33 | 0.41 | 0.00 | 0.00 | 0.00 | 31.92 | 16.68 | 2.60 | 5.12 | 0.00 | 0.13 |
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 |
|---|---|---|---|---|
| PCSGX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P) |
-22.32%
Feb 2000 – Feb 2003 |
-7.37%
Feb 2004 – Feb 2009 |
-3.01%
Aug 2000 – Aug 2010 |
3.29%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSGX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P) |
48.77%
Mar 1997 – Mar 2000 |
27.54%
Feb 2009 – Feb 2014 |
17.39%
Feb 2009 – Feb 2019 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart