Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFXAX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS A) | 2.34% | 8.22% | 4.84% | 0.16% | 1.32% | 1.67% | 2.88% | … | … |
Data as of 06/05/2026, Common starting date is 02/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFXAX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS A) | 02/16/2001 | 06/05/2026 |
| 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 (%) | -0.76 | 8.22 | 4.84 | 0.16 | 1.32 | 1.67 | 2.88 | … | … | 2.34 | 8.45 | 0.73 | 4.96 | -13.71 | -0.86 | 5.50 | 6.20 | -0.33 | 2.65 | 1.88 | 0.93 | 5.40 | -2.09 | 2.81 | 5.18 | 6.65 | 9.85 | 3.20 | 5.73 | 4.67 | 1.91 | 4.22 | 2.59 | 2.92 | 1.24 |
| Sharpe Ratio | NA | 1.05 | 0.24 | -0.34 | -0.06 | NA | NA | … | … | 0.46 | 1.06 | -0.46 | 0.15 | -1.66 | -0.44 | 1.40 | 2.29 | -0.64 | 0.78 | 0.72 | 0.38 | 2.40 | -0.62 | 2.01 | 2.00 | 2.34 | 2.90 | 0.32 | 0.77 | 0.43 | -0.15 | 1.09 | 0.51 | 0.60 | -0.19 |
| Standard Deviation(%) | NA | 5.30 | 6.60 | 7.07 | 5.37 | NA | NA | … | … | 6.56 | 5.28 | 6.33 | 8.83 | 9.16 | 2.01 | 3.74 | 2.06 | 2.71 | 2.56 | 2.32 | 2.37 | 2.24 | 3.43 | 1.38 | 2.57 | 2.81 | 3.36 | 6.88 | 3.35 | 2.91 | 2.37 | 2.98 | 3.65 | 2.94 | 4.50 |
| Draw Down(%) | NA | 3.48 | 7.91 | 19.41 | 19.71 | NA | NA | … | … | 3.48 | 3.12 | 4.75 | 9.39 | 18.42 | 1.92 | 4.86 | 0.64 | 3.19 | 1.63 | 3.50 | 1.52 | 0.71 | 4.44 | 0.98 | 1.31 | 2.48 | 1.71 | 4.89 | 2.51 | 1.91 | 2.20 | 3.17 | 2.29 | 1.78 | 3.35 |
| Yield(%) | 0.00 | 4.44 | 4.58 | 3.44 | 3.09 | 2.90 | 3.69 | … | … | 1.76 | 4.58 | 4.92 | 4.76 | 2.85 | 2.53 | 3.05 | 3.37 | 2.75 | 2.71 | 2.44 | 1.93 | 1.85 | 2.27 | 4.21 | 3.51 | 6.58 | 7.97 | 4.63 | 4.32 | 4.22 | 4.75 | 2.56 | 2.56 | 0.81 | 0.44 |
Data as of 06/05/2026, Common starting date is 02/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXAX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS A) |
-6.31%
Oct 2020 – Oct 2023 |
-1.63%
Oct 2017 – Oct 2022 |
0.02%
Oct 2012 – Oct 2022 |
1.43%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXAX (PACE MORTGAGE-BACKED SECURITIES FIXED INCOME INVESTMENTS CLASS A) |
8.18%
Oct 2008 – Oct 2011 |
6.65%
May 2006 – May 2011 |
4.83%
Mar 2002 – Mar 2012 |
3.89%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart