Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEVCX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS C) | NA | -4.40% | 10.74% | 5.45% | 11.74% | 6.19% | NA | … | … |
Data as of 01/07/2019, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEVCX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS C) | 03/01/2001 | 01/07/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.40 | 10.74 | 5.45 | 11.74 | 6.19 | NA | … | … | 0.00 | -2.55 | 8.33 | 21.74 | -3.91 | 4.65 | 34.43 | 17.35 | -8.96 | 22.13 | 34.82 | -35.90 | -3.13 | 9.86 | 2.18 | 16.84 | 37.32 | -23.18 | 13.12 |
| Sharpe Ratio | NA | -0.45 | 0.74 | 0.36 | 0.56 | NA | NA | … | … | 0.00 | -0.32 | 0.74 | 1.23 | -0.26 | 0.35 | 2.52 | 1.06 | -0.28 | 0.96 | 0.95 | -0.83 | -0.36 | 0.55 | 0.00 | 1.26 | 2.25 | -0.97 | 0.74 |
| Standard Deviation(%) | NA | 12.11 | 13.55 | 13.94 | 20.67 | NA | NA | … | … | NA | 12.15 | 10.52 | 17.47 | 15.31 | 13.31 | 13.66 | 16.48 | 31.99 | 22.96 | 36.39 | 44.29 | 17.00 | 11.93 | 11.61 | 12.64 | 16.24 | 24.91 | 18.96 |
| Draw Down(%) | NA | 9.78 | 9.78 | 22.75 | 33.65 | NA | NA | … | … | 0.00 | 9.78 | 7.86 | 13.76 | 14.84 | 12.82 | 6.67 | 13.99 | 31.60 | 19.93 | 35.80 | 51.22 | 17.21 | 11.86 | 9.45 | 9.22 | 14.72 | 36.04 | 19.09 |
| Yield(%) | 0.00 | 0.00 | 7.32 | 8.11 | 11.16 | 6.77 | 6.13 | … | … | 0.00 | 0.00 | 13.61 | 4.79 | 11.34 | 14.23 | 16.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 11.96 | 4.54 | 19.77 | 10.89 | 0.00 | 0.00 | 0.15 |
Data as of 01/07/2019, 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 |
|---|---|---|---|---|
| PEVCX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS C) |
-20.50%
Feb 2006 – Feb 2009 |
-9.66%
Feb 2004 – Feb 2009 |
2.02%
May 2002 – May 2012 |
5.49%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEVCX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS C) |
29.74%
Feb 2009 – Feb 2012 |
25.35%
Feb 2009 – Feb 2014 |
12.56%
Nov 2008 – Nov 2018 |
9.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart