Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLVCX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS C) | NA | -4.42% | 10.60% | 6.17% | 11.01% | 6.37% | NA | … | … |
Data as of 01/07/2019, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLVCX (PACE LARGE CO VALUE 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 | -4.42 | 10.60 | 6.17 | 11.01 | 6.37 | NA | … | … | 0.00 | -2.32 | 12.94 | 16.88 | -5.32 | 10.08 | 33.78 | 14.55 | -3.27 | 14.12 | 25.92 | -40.48 | 3.53 | 17.80 | 9.52 | 11.98 | 25.72 | -17.69 | -3.28 |
| Sharpe Ratio | NA | -0.47 | 0.84 | 0.46 | 0.63 | NA | NA | … | … | 0.00 | -0.30 | 1.58 | 1.13 | -0.35 | 0.87 | 2.94 | 1.05 | -0.13 | 0.73 | 0.87 | -0.97 | 0.03 | 0.74 | 0.65 | 1.00 | 1.59 | -0.79 | -0.36 |
| Standard Deviation(%) | NA | 12.17 | 11.81 | 12.58 | 17.18 | NA | NA | … | … | NA | 12.22 | 7.81 | 14.75 | 15.20 | 11.58 | 11.46 | 13.92 | 24.71 | 19.18 | 29.65 | 42.75 | 16.81 | 19.57 | 11.27 | 11.04 | 15.74 | 23.65 | 16.92 |
| Draw Down(%) | NA | 11.74 | 11.74 | 17.00 | 28.33 | NA | NA | … | … | 0.00 | 11.74 | 4.66 | 10.61 | 13.38 | 9.08 | 4.87 | 12.70 | 23.22 | 17.46 | 30.27 | 51.71 | 10.91 | 11.66 | 7.23 | 7.93 | 13.42 | 29.42 | 21.08 |
| Yield(%) | 0.00 | 0.00 | 4.55 | 6.71 | 7.33 | 5.55 | 4.21 | … | … | 0.00 | 0.00 | 7.99 | 3.95 | 11.03 | 12.07 | 1.68 | 0.52 | 0.39 | 0.00 | 0.23 | 0.63 | 11.76 | 13.10 | 2.57 | 0.25 | 0.06 | 0.03 | 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 |
|---|---|---|---|---|
| PLVCX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS C) |
-17.85%
Feb 2006 – Feb 2009 |
-7.35%
Feb 2004 – Feb 2009 |
2.07%
Sep 2001 – Sep 2011 |
4.72%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLVCX (PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS C) |
24.17%
Feb 2009 – Feb 2012 |
21.69%
Feb 2009 – Feb 2014 |
11.32%
Nov 2008 – Nov 2018 |
8.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart