Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCSVX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P) | 13.64% | 27.04% | 13.03% | -2.77% | 4.97% | 6.33% | 5.66% | … | … |
Data as of 06/03/2026, Common starting date is 12/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCSVX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P) | 12/15/1995 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 27.04 | 13.03 | -2.77 | 4.97 | 6.33 | 5.66 | … | … | 13.64 | 4.33 | 6.23 | 12.55 | -28.80 | 7.92 | 12.13 | 25.80 | -16.67 | 9.48 | 22.87 | -3.23 | 5.84 | 35.72 | 18.41 | -8.20 | 23.30 | 36.18 | -35.24 | -2.10 | 10.87 | 3.10 | 17.93 | 38.65 | -22.22 | 21.18 | 11.76 | -2.72 | -9.16 | 37.22 | 22.38 | 0.51 |
| Sharpe Ratio | NA | 1.43 | 0.53 | -0.24 | 0.14 | NA | NA | … | … | 1.84 | 0.07 | 0.15 | 0.50 | -0.97 | 0.32 | 0.27 | 1.60 | -1.11 | 0.83 | 1.30 | -0.21 | 0.44 | 2.61 | 1.12 | -0.26 | 1.01 | 0.99 | -0.81 | -0.31 | 0.63 | 0.07 | 1.35 | 2.34 | -0.94 | 1.02 | 0.51 | -0.59 | -0.86 | 3.82 | 2.76 | 1.59 |
| Standard Deviation(%) | NA | 16.51 | 18.71 | 22.91 | 23.39 | NA | NA | … | … | 16.73 | 22.10 | 16.97 | 17.96 | 31.37 | 24.31 | 43.84 | 15.17 | 16.39 | 10.62 | 17.42 | 15.36 | 13.31 | 13.69 | 16.49 | 32.10 | 22.94 | 36.38 | 44.35 | 17.03 | 11.88 | 11.62 | 12.53 | 16.25 | 24.75 | 18.64 | 14.85 | 10.31 | 14.67 | 8.74 | 6.74 | 7.17 |
| Draw Down(%) | NA | 9.77 | 27.24 | 44.09 | 46.65 | NA | NA | … | … | 9.77 | 23.63 | 9.54 | 16.07 | 31.65 | 21.34 | 45.96 | 9.65 | 26.97 | 7.45 | 13.66 | 14.61 | 12.58 | 6.63 | 13.88 | 31.40 | 19.64 | 35.65 | 50.84 | 16.89 | 11.64 | 9.25 | 9.07 | 14.52 | 35.69 | 19.03 | 13.49 | 15.96 | 33.42 | 6.08 | 8.36 | 1.01 |
| Yield(%) | 0.00 | 3.82 | 7.82 | 2.96 | 4.69 | 6.29 | 5.57 | … | … | 0.00 | 3.59 | 16.76 | 0.77 | 0.59 | 0.43 | 0.68 | 1.03 | 5.52 | 11.45 | 4.83 | 10.31 | 12.86 | 15.12 | 0.79 | 0.02 | 0.04 | 0.31 | 0.68 | 11.26 | 4.27 | 18.97 | 10.59 | 0.00 | 0.00 | 0.64 | 1.25 | 5.01 | 9.08 | 9.71 | 3.64 | 0.34 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PCSVX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P) |
-19.67%
Feb 2006 – Feb 2009 |
-8.77%
Feb 2004 – Feb 2009 |
0.29%
Feb 1999 – Feb 2009 |
3.61%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCSVX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P) |
30.91%
Feb 2009 – Feb 2012 |
26.50%
Feb 2009 – Feb 2014 |
15.69%
Feb 2009 – Feb 2019 |
10.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart