Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMUAX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS A) | 0.88% | 6.11% | 3.22% | 0.58% | 1.54% | 2.28% | 2.76% | … | … |
Data as of 06/03/2026, Common starting date is 02/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMUAX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS A) | 02/16/2001 | 06/03/2026 |
| 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 (%) | 0.41 | 6.11 | 3.22 | 0.58 | 1.54 | 2.28 | 2.76 | … | … | 0.88 | 4.53 | 0.61 | 5.19 | -7.45 | 0.10 | 3.76 | 6.80 | 0.40 | 4.38 | -0.49 | 2.74 | 6.44 | -1.93 | 4.04 | 9.52 | 2.21 | 9.96 | -0.49 | 3.16 | 3.01 | 0.78 | 2.14 | 2.60 | 6.52 | 3.22 |
| Sharpe Ratio | NA | 1.54 | 0.06 | -0.65 | -0.03 | NA | NA | … | … | -0.21 | 0.44 | -1.15 | 0.50 | -2.69 | 0.06 | 0.50 | 2.91 | -0.67 | 1.81 | -0.27 | 1.42 | 3.62 | -0.70 | 2.18 | 4.34 | 0.90 | 3.19 | -0.35 | 0.00 | -0.33 | -0.95 | 0.42 | 0.80 | 2.45 | 0.89 |
| Standard Deviation(%) | NA | 2.08 | 3.14 | 3.00 | 3.33 | NA | NA | … | … | 2.59 | 3.74 | 2.62 | 3.08 | 3.31 | 1.34 | 7.02 | 1.83 | 1.47 | 2.07 | 2.62 | 1.91 | 1.77 | 2.81 | 1.84 | 2.19 | 2.34 | 3.10 | 4.15 | 1.86 | 1.23 | 1.56 | 2.77 | 2.34 | 2.20 | 1.67 |
| Draw Down(%) | NA | 2.79 | 4.27 | 12.27 | 12.27 | NA | NA | … | … | 2.79 | 4.27 | 2.23 | 5.00 | 11.25 | 1.78 | 10.98 | 1.59 | 1.99 | 1.72 | 5.82 | 2.62 | 1.51 | 5.75 | 1.76 | 2.41 | 4.23 | 2.91 | 7.73 | 1.53 | 0.87 | 1.75 | 4.68 | 3.75 | 2.57 | 2.66 |
| Yield(%) | 0.00 | 2.46 | 2.37 | 2.01 | 2.24 | 2.55 | 2.81 | … | … | 0.88 | 2.55 | 2.30 | 2.18 | 1.86 | 1.74 | 1.67 | 3.03 | 2.60 | 2.70 | 3.18 | 2.99 | 2.55 | 3.13 | 3.17 | 3.00 | 2.79 | 3.37 | 3.33 | 3.25 | 3.20 | 3.13 | 3.04 | 2.65 | 2.96 | 3.82 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PMUAX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS A) |
-2.70%
Oct 2020 – Oct 2023 |
-0.17%
Jul 2020 – Jul 2025 |
1.02%
Oct 2012 – Oct 2022 |
2.01%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUAX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS A) |
7.17%
Dec 2008 – Dec 2011 |
5.46%
Feb 2008 – Feb 2013 |
4.19%
Jun 2006 – Jun 2016 |
3.72%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart