Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIFYX (PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS Y) | NA | 4.72% | -0.46% | -0.40% | 1.15% | 1.73% | 2.39% | … | … |
Data as of 01/21/2025, Common starting date is 02/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIFYX (PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS Y) | 02/16/2001 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.72 | -0.46 | -0.40 | 1.15 | 1.73 | 2.39 | … | … | 0.00 | 3.73 | 7.93 | -13.39 | -3.34 | 5.50 | 8.58 | -1.08 | 3.36 | 2.12 | 0.76 | 2.53 | -0.84 | 3.88 | 4.60 | 5.16 | 9.52 | -1.30 | 7.45 | 3.97 | 1.33 | 2.72 | 4.00 | -0.02 | 5.70 |
| Sharpe Ratio | NA | -0.32 | -0.71 | -0.49 | -0.09 | NA | NA | … | … | 0.00 | -0.58 | 0.55 | -1.96 | -0.91 | 0.98 | 2.30 | -0.38 | 1.08 | 0.99 | 0.32 | 1.50 | -0.41 | 2.10 | 1.61 | 1.56 | 2.05 | -0.37 | 1.43 | 0.33 | -0.40 | 0.59 | 0.84 | -0.22 | 1.35 |
| Standard Deviation(%) | NA | 4.80 | 6.51 | 5.83 | 4.86 | NA | NA | … | … | NA | 4.93 | 6.77 | 7.58 | 3.71 | 5.35 | 3.12 | 6.38 | 2.53 | 1.94 | 2.29 | 1.68 | 2.10 | 1.84 | 2.84 | 3.26 | 4.59 | 6.03 | 3.13 | 2.10 | 2.11 | 3.04 | 3.93 | 5.12 | 3.36 |
| Draw Down(%) | NA | 3.21 | 15.50 | 21.67 | 21.67 | NA | NA | … | … | 0.00 | 3.21 | 6.13 | 16.91 | 3.80 | 7.95 | 1.89 | 6.02 | 1.22 | 2.33 | 1.40 | 0.88 | 3.16 | 0.98 | 1.48 | 3.01 | 2.39 | 8.91 | 1.93 | 0.84 | 1.54 | 3.68 | 4.11 | 7.48 | 2.14 |
| Yield(%) | 0.00 | 4.99 | 3.81 | 2.91 | 2.60 | 2.47 | 2.86 | … | … | 0.00 | 4.97 | 5.59 | 2.37 | 1.30 | 2.12 | 2.76 | 2.40 | 2.03 | 1.87 | 2.32 | 1.62 | 1.17 | 1.56 | 2.53 | 2.54 | 4.39 | 4.27 | 4.27 | 3.87 | 3.28 | 3.03 | 2.85 | 5.29 | 5.58 |
Data as of 01/21/2025, 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 |
|---|---|---|---|---|
| PIFYX (PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS Y) |
-6.42%
Oct 2020 – Oct 2023 |
-1.60%
Oct 2017 – Oct 2022 |
-0.03%
Oct 2012 – Oct 2022 |
1.50%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIFYX (PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS Y) |
7.59%
Oct 2008 – Oct 2011 |
5.49%
Oct 2005 – Oct 2010 |
4.54%
Jul 2002 – Jul 2012 |
3.77%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart