Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLAYX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS Y) | NA | 21.44% | -4.73% | -3.42% | 4.59% | 7.81% | 6.31% | … | … |
Data as of 01/21/2025, Common starting date is 02/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAYX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS Y) | 02/28/2001 | 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 | 21.44 | -4.73 | -3.42 | 4.59 | 7.81 | 6.31 | … | … | 0.00 | 26.10 | 32.43 | -54.31 | -2.19 | 17.97 | 32.00 | -3.18 | 29.94 | 1.00 | 4.51 | 12.07 | 35.40 | 14.52 | -1.04 | 16.54 | 33.92 | -39.55 | 12.25 | 9.58 | 5.56 | 8.96 | 29.70 | -30.62 | -10.39 |
| Sharpe Ratio | NA | 0.96 | -0.26 | -0.17 | 0.11 | NA | NA | … | … | 0.00 | 1.22 | 1.69 | -1.03 | -0.08 | 0.45 | 2.16 | -0.23 | 3.69 | 0.05 | 0.28 | 0.94 | 3.01 | 1.08 | -0.04 | 0.82 | 1.33 | -1.05 | 0.56 | 0.57 | 0.32 | 0.67 | 1.63 | -1.11 | -0.50 |
| Standard Deviation(%) | NA | 15.68 | 33.96 | 34.00 | 26.24 | NA | NA | … | … | NA | 16.05 | 16.79 | 54.10 | 27.67 | 39.20 | 14.19 | 19.66 | 7.97 | 14.54 | 15.85 | 12.76 | 11.75 | 13.49 | 25.84 | 20.04 | 25.50 | 38.53 | 16.73 | 11.12 | 10.51 | 11.99 | 17.81 | 28.47 | 28.92 |
| Draw Down(%) | NA | 11.61 | 51.59 | 64.40 | 64.40 | NA | NA | … | … | 0.00 | 11.61 | 11.00 | 55.35 | 24.05 | 32.03 | 6.88 | 21.25 | 2.84 | 12.18 | 12.47 | 7.22 | 6.75 | 11.23 | 20.31 | 17.36 | 21.19 | 49.46 | 9.86 | 9.55 | 7.26 | 11.96 | 12.13 | 37.72 | 33.98 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 0.03 | 6.32 | 9.07 | 7.41 | … | … | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 18.54 | 17.25 | 11.99 | 3.64 | 15.61 | 12.44 | 10.88 | 0.58 | 0.21 | 0.21 | 0.72 | 0.52 | 2.98 | 0.31 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/21/2025, Common starting date is 02/28/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAYX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS Y) |
-20.69%
Sep 2020 – Sep 2023 |
-7.73%
Feb 2018 – Feb 2023 |
1.44%
May 2001 – May 2011 |
2.74%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAYX (PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS Y) |
25.28%
Feb 2009 – Feb 2012 |
22.53%
Feb 2009 – Feb 2014 |
17.43%
Aug 2010 – Aug 2020 |
11.12%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart