Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMUCX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS C) | NA | -2.08% | -0.07% | 1.69% | 2.77% | 2.33% | NA | … | … |
Data as of 01/07/2019, Common starting date is 12/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMUCX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS C) | 12/18/2000 | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.08 | -0.07 | 1.69 | 2.77 | 2.33 | NA | … | … | 0.00 | -2.01 | 3.85 | -0.98 | 2.22 | 5.91 | -2.44 | 3.50 | 8.98 | 1.73 | 9.33 | -0.91 | 2.66 | 2.48 | 0.33 | 1.54 | 2.77 | 7.11 | 4.00 | 0.41 |
| Sharpe Ratio | NA | -2.67 | -0.39 | 0.63 | 1.12 | NA | NA | … | … | 0.00 | -2.59 | 1.58 | -0.45 | 1.16 | 3.33 | -0.89 | 1.88 | 4.08 | 0.71 | 2.99 | -0.44 | -0.20 | -0.65 | -1.19 | 0.22 | 0.87 | 2.78 | 0.98 | 6.00 |
| Standard Deviation(%) | NA | 1.28 | 2.03 | 1.97 | 2.24 | NA | NA | … | … | NA | 1.29 | 2.04 | 2.61 | 1.89 | 1.77 | 2.80 | 1.85 | 2.19 | 2.33 | 3.09 | 4.14 | 1.89 | 1.27 | 1.55 | 2.75 | 2.38 | 2.16 | 1.73 | 1.67 |
| Draw Down(%) | NA | 2.24 | 6.00 | 6.00 | 6.12 | NA | NA | … | … | 0.00 | 2.32 | 1.85 | 6.00 | 2.78 | 1.55 | 5.92 | 1.88 | 2.41 | 4.35 | 2.99 | 8.07 | 1.57 | 0.83 | 1.76 | 4.76 | 3.83 | 2.64 | 2.78 | 0.08 |
| Yield(%) | 0.00 | 1.55 | 2.08 | 2.22 | 2.55 | 2.47 | 2.45 | … | … | 0.00 | 1.55 | 2.18 | 2.68 | 2.48 | 2.04 | 2.62 | 2.65 | 2.49 | 2.31 | 2.85 | 2.84 | 2.76 | 2.68 | 2.61 | 2.53 | 2.81 | 3.52 | 3.71 | 0.33 |
Data as of 01/07/2019, Common starting date is 12/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUCX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS C) |
0.25%
Dec 2015 – Dec 2018 |
1.00%
Sep 2003 – Sep 2008 |
2.65%
Sep 2003 – Sep 2013 |
2.35%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUCX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS C) |
6.62%
Dec 2008 – Dec 2011 |
4.94%
Feb 2008 – Feb 2013 |
3.66%
Jun 2006 – Jun 2016 |
3.32%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart