Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEVAX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS A) | 13.54% | 26.70% | 12.74% | -3.25% | 4.62% | 6.05% | 5.41% | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEVAX (PACE SMALL/MEDIUM 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 (%) | 0.98 | 26.70 | 12.74 | -3.25 | 4.62 | 6.05 | 5.41 | … | … | 13.54 | 4.06 | 5.93 | 12.31 | -29.52 | 7.16 | 11.87 | 25.62 | -16.80 | 9.34 | 22.69 | -3.35 | 5.69 | 35.55 | 18.23 | -8.25 | 22.99 | 35.81 | -35.33 | -2.25 | 10.79 | 2.94 | 17.67 | 38.39 | -22.46 | 13.81 |
| Sharpe Ratio | NA | 1.41 | 0.51 | -0.26 | 0.12 | NA | NA | … | … | 1.83 | 0.05 | 0.14 | 0.49 | -0.97 | 0.29 | 0.26 | 1.60 | -1.11 | 0.83 | 1.29 | -0.22 | 0.43 | 2.60 | 1.11 | -0.26 | 1.00 | 0.98 | -0.82 | -0.32 | 0.62 | 0.06 | 1.32 | 2.32 | -0.95 | 0.78 |
| Standard Deviation(%) | NA | 16.54 | 18.78 | 23.17 | 23.51 | NA | NA | … | … | 16.67 | 22.26 | 16.94 | 17.98 | 31.93 | 24.66 | 43.84 | 15.13 | 16.42 | 10.57 | 17.43 | 15.35 | 13.30 | 13.65 | 16.48 | 32.01 | 22.99 | 36.46 | 44.36 | 17.03 | 11.92 | 11.62 | 12.60 | 16.23 | 24.92 | 19.04 |
| Draw Down(%) | NA | 9.85 | 27.32 | 45.08 | 46.83 | NA | NA | … | … | 9.85 | 23.74 | 9.50 | 16.19 | 32.35 | 21.77 | 45.98 | 9.65 | 27.08 | 7.51 | 13.66 | 14.67 | 12.60 | 6.62 | 13.88 | 31.40 | 19.73 | 35.75 | 50.88 | 16.93 | 11.74 | 9.30 | 9.09 | 14.58 | 35.81 | 19.01 |
| Yield(%) | 0.00 | 3.76 | 7.92 | 2.91 | 4.61 | 6.21 | 5.47 | … | … | 0.00 | 3.52 | 17.28 | 0.57 | 0.47 | 0.23 | 0.52 | 0.83 | 5.56 | 11.60 | 4.82 | 10.41 | 12.79 | 15.28 | 0.60 | 0.00 | 0.00 | 0.08 | 0.52 | 11.31 | 4.32 | 19.15 | 10.66 | 0.00 | 0.00 | 0.40 |
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 |
|---|---|---|---|---|
| PEVAX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS A) |
-19.79%
Feb 2006 – Feb 2009 |
-8.91%
Feb 2004 – Feb 2009 |
1.54%
Apr 2015 – Apr 2025 |
3.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEVAX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS A) |
30.68%
Feb 2009 – Feb 2012 |
26.30%
Feb 2009 – Feb 2014 |
15.52%
Feb 2009 – Feb 2019 |
10.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart