Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHDYX (PACE HIGH YIELD INVESTMENTS CLASS Y) | NA | 7.74% | 2.98% | 3.51% | 4.56% | 5.37% | NA | … | … |
Data as of 01/21/2025, Common starting date is 12/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHDYX (PACE HIGH YIELD INVESTMENTS CLASS Y) | 12/29/2008 | 01/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.74 | 2.98 | 3.51 | 4.56 | 5.37 | NA | … | … | 0.00 | 7.74 | 12.83 | -11.31 | 3.54 | 7.41 | 12.46 | -3.33 | 6.71 | 16.07 | -4.20 | 0.75 | 6.65 | 18.43 | 0.08 | 14.56 | 39.10 | 3.02 |
| Sharpe Ratio | NA | 0.63 | -0.23 | 0.16 | 0.58 | NA | NA | … | … | 0.00 | 0.47 | 1.96 | -1.80 | 1.57 | 0.65 | 4.20 | -1.83 | 2.96 | 3.17 | -1.04 | 0.20 | 1.98 | 6.26 | 0.01 | 3.34 | 5.52 | 235.01 |
| Standard Deviation(%) | NA | 2.29 | 5.04 | 6.38 | 5.13 | NA | NA | … | … | NA | 2.46 | 4.41 | 7.08 | 2.24 | 11.04 | 2.63 | 2.55 | 2.06 | 5.01 | 4.07 | 3.72 | 3.33 | 2.96 | 5.01 | 4.34 | 7.07 | 17.68 |
| Draw Down(%) | NA | 1.50 | 14.67 | 22.72 | 22.72 | NA | NA | … | … | 0.00 | 1.50 | 3.99 | 15.76 | 3.07 | 22.72 | 1.17 | 5.21 | 1.49 | 4.71 | 8.58 | 7.59 | 5.07 | 2.96 | 10.63 | 5.46 | 8.62 | 0.00 |
| Yield(%) | 0.00 | 5.31 | 4.95 | 5.16 | 5.35 | 6.00 | 6.61 | … | … | 0.00 | 5.33 | 6.44 | 4.83 | 5.81 | 5.27 | 6.07 | 5.15 | 5.67 | 5.85 | 5.48 | 6.91 | 5.95 | 8.69 | 8.37 | 7.62 | 0.96 | 0.00 |
Data as of 01/21/2025, Common starting date is 12/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDYX (PACE HIGH YIELD INVESTMENTS CLASS Y) |
-1.53%
Mar 2017 – Mar 2020 |
0.56%
Sep 2017 – Sep 2022 |
3.10%
Sep 2012 – Sep 2022 |
5.57%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHDYX (PACE HIGH YIELD INVESTMENTS CLASS Y) |
19.53%
Feb 2009 – Feb 2012 |
15.62%
Feb 2009 – Feb 2014 |
9.40%
Feb 2009 – Feb 2019 |
7.47%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart