Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLACX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS C) | NA | 2.14% | 12.60% | 9.35% | 13.23% | 7.12% | NA | … | … |
Data as of 01/07/2019, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLACX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS C) | 03/01/2001 | 01/07/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.14 | 12.60 | 9.35 | 13.23 | 7.12 | NA | … | … | 0.00 | 5.73 | 28.50 | -0.12 | 3.72 | 10.55 | 33.71 | 13.33 | -2.13 | 15.61 | 32.34 | -40.28 | 10.92 | 8.18 | 4.23 | 7.66 | 28.17 | -31.36 | -11.59 |
| Sharpe Ratio | NA | 0.08 | 0.94 | 0.66 | 0.76 | NA | NA | … | … | 0.00 | 0.30 | 3.51 | -0.02 | 0.23 | 0.83 | 2.88 | 0.99 | -0.08 | 0.78 | 1.26 | -1.07 | 0.47 | 0.44 | 0.20 | 0.56 | 1.54 | -1.14 | -0.55 |
| Standard Deviation(%) | NA | 14.40 | 12.60 | 13.40 | 17.08 | NA | NA | … | … | NA | 14.50 | 7.98 | 14.59 | 15.84 | 12.73 | 11.68 | 13.50 | 25.80 | 20.00 | 25.61 | 38.49 | 16.70 | 11.15 | 10.57 | 11.92 | 17.79 | 28.45 | 29.02 |
| Draw Down(%) | NA | 9.43 | 9.43 | 15.84 | 20.49 | NA | NA | … | … | 0.00 | 9.43 | 2.86 | 12.29 | 12.64 | 7.35 | 6.85 | 11.41 | 20.49 | 17.51 | 21.42 | 50.03 | 9.99 | 9.88 | 7.66 | 12.57 | 12.38 | 38.07 | 34.23 |
| Yield(%) | 0.00 | 0.00 | 6.40 | 9.37 | 11.44 | 6.23 | 3.68 | … | … | 0.00 | 0.00 | 14.78 | 4.00 | 18.36 | 13.95 | 11.70 | 0.00 | 0.00 | 0.34 | 0.00 | 0.37 | 2.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/07/2019, 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 |
|---|---|---|---|---|
| PLACX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS C) |
-14.82%
Feb 2006 – Feb 2009 |
-6.88%
Feb 2004 – Feb 2009 |
0.27%
May 2001 – May 2011 |
3.08%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLACX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS C) |
23.99%
Feb 2009 – Feb 2012 |
21.21%
Feb 2009 – Feb 2014 |
13.73%
Nov 2008 – Nov 2018 |
9.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart