Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLAAX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS A) | 0.07% | 9.33% | 16.81% | 8.71% | 14.08% | 13.27% | 10.70% | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAAX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS A) | 03/01/2001 | 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 (%) | -3.45 | 9.33 | 16.81 | 8.71 | 14.08 | 13.27 | 10.70 | … | … | 0.07 | 9.61 | 27.63 | 34.92 | -28.44 | 19.94 | 39.29 | 31.68 | -3.40 | 29.58 | 0.73 | 4.27 | 11.77 | 35.02 | 14.27 | -1.29 | 16.56 | 33.30 | -39.75 | 11.83 | 9.11 | 5.15 | 8.56 | 29.25 | -30.89 | -10.97 |
| Sharpe Ratio | NA | 0.84 | 0.89 | 0.36 | 0.63 | NA | NA | … | … | 0.43 | 0.34 | 1.41 | 1.89 | -1.10 | 1.14 | 1.09 | 2.13 | -0.24 | 3.64 | 0.04 | 0.27 | 0.92 | 2.98 | 1.06 | -0.05 | 0.82 | 1.30 | -1.05 | 0.52 | 0.51 | 0.27 | 0.63 | 1.60 | -1.13 | -0.53 |
| Standard Deviation(%) | NA | 14.22 | 17.65 | 19.75 | 20.36 | NA | NA | … | … | 15.61 | 20.12 | 16.99 | 16.69 | 27.34 | 17.44 | 35.80 | 14.15 | 19.64 | 7.98 | 14.62 | 15.91 | 12.79 | 11.73 | 13.49 | 25.77 | 20.00 | 25.54 | 38.52 | 16.69 | 11.12 | 10.55 | 11.98 | 17.83 | 28.23 | 29.01 |
| Draw Down(%) | NA | 17.10 | 20.75 | 32.28 | 32.28 | NA | NA | … | … | 13.85 | 20.75 | 11.57 | 11.07 | 30.87 | 10.09 | 32.01 | 6.86 | 21.29 | 2.83 | 12.23 | 12.52 | 7.25 | 6.77 | 11.34 | 20.32 | 17.38 | 21.36 | 49.64 | 9.90 | 9.66 | 7.43 | 12.21 | 12.28 | 37.81 | 34.05 |
| Yield(%) | 0.00 | 22.00 | 15.93 | 14.05 | 16.34 | 16.36 | 14.15 | … | … | 0.00 | 22.04 | 16.05 | 3.18 | 29.23 | 24.07 | 22.46 | 19.31 | 17.91 | 12.27 | 3.50 | 16.02 | 12.47 | 10.81 | 0.20 | 0.00 | 0.32 | 0.24 | 0.35 | 2.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PLAAX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS A) |
-14.10%
Feb 2006 – Feb 2009 |
-6.09%
Feb 2004 – Feb 2009 |
1.09%
May 2001 – May 2011 |
3.94%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAAX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS A) |
30.06%
Dec 2018 – Dec 2021 |
22.46%
Dec 2016 – Dec 2021 |
17.67%
Sep 2011 – Sep 2021 |
16.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart