Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIAX (PACE HIGH YIELD INVESTMENTS CLASS A) | 1.10% | 6.48% | 8.38% | 3.25% | 4.98% | 4.83% | 5.84% | … | … |
Data as of 06/05/2026, Common starting date is 05/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIAX (PACE HIGH YIELD INVESTMENTS CLASS A) | 05/22/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 6.48 | 8.38 | 3.25 | 4.98 | 4.83 | 5.84 | … | … | 1.10 | 8.28 | 7.77 | 12.58 | -11.45 | 3.38 | 7.19 | 12.22 | -3.53 | 6.42 | 16.48 | -4.43 | 0.48 | 6.41 | 18.14 | -0.22 | 14.23 | 50.42 | -18.70 | 1.23 | 4.58 |
| Sharpe Ratio | NA | 0.90 | 1.43 | 0.17 | 0.65 | NA | NA | … | … | 0.16 | 1.06 | 1.64 | 1.99 | -1.79 | 1.51 | 0.62 | 3.99 | -1.94 | 2.80 | 3.26 | -1.10 | 0.13 | 1.92 | 6.21 | -0.05 | 3.25 | 7.63 | -2.12 | -0.59 | 1.96 |
| Standard Deviation(%) | NA | 4.81 | 3.91 | 4.77 | 5.17 | NA | NA | … | … | 3.12 | 5.12 | 2.53 | 4.52 | 7.24 | 2.22 | 11.10 | 2.69 | 2.54 | 2.06 | 4.99 | 4.05 | 3.71 | 3.32 | 2.94 | 5.08 | 4.36 | 6.59 | 9.25 | 3.29 | 2.07 |
| Draw Down(%) | NA | 3.49 | 3.68 | 17.36 | 22.73 | NA | NA | … | … | 2.39 | 3.68 | 1.51 | 4.13 | 15.98 | 3.14 | 22.73 | 1.20 | 5.19 | 1.49 | 4.63 | 8.71 | 7.62 | 5.12 | 2.99 | 10.69 | 5.40 | 7.58 | 27.37 | 5.81 | 1.82 |
| Yield(%) | 0.00 | 5.57 | 6.19 | 5.05 | 5.48 | 5.40 | 6.02 | … | … | 1.55 | 6.54 | 6.17 | 6.21 | 4.64 | 5.57 | 5.16 | 5.82 | 4.98 | 5.49 | 6.21 | 5.27 | 6.67 | 5.73 | 8.41 | 8.11 | 7.40 | 10.28 | 7.56 | 5.97 | 2.49 |
Data as of 06/05/2026, Common starting date is 05/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIAX (PACE HIGH YIELD INVESTMENTS CLASS A) |
-1.72%
Mar 2017 – Mar 2020 |
0.37%
Sep 2017 – Sep 2022 |
2.93%
Sep 2012 – Sep 2022 |
4.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIAX (PACE HIGH YIELD INVESTMENTS CLASS A) |
21.86%
Feb 2009 – Feb 2012 |
18.12%
Nov 2008 – Nov 2013 |
10.46%
Nov 2008 – Nov 2018 |
8.04%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart