Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMUYX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS Y) | NA | 1.72% | 0.00% | 0.41% | 1.64% | 2.56% | 2.81% | … | … |
Data as of 01/21/2025, Common starting date is 02/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMUYX (PACE MUNICIPAL FIXED INCOME 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 | 1.72 | 0.00 | 0.41 | 1.64 | 2.56 | 2.81 | … | … | 0.00 | 0.97 | 5.49 | -7.32 | 0.44 | 4.02 | 6.98 | 0.68 | 4.61 | -0.35 | 2.97 | 6.71 | -1.70 | 4.29 | 9.78 | 2.53 | 10.13 | -0.21 | 3.43 | 3.33 | 1.01 | 2.27 | 3.53 | 4.41 | -0.24 |
| Sharpe Ratio | NA | -2.07 | -1.40 | -0.53 | 0.01 | NA | NA | … | … | 0.00 | -2.37 | 0.41 | -2.64 | 0.30 | 0.53 | 3.08 | -0.43 | 1.99 | -0.21 | 1.56 | 3.76 | -0.62 | 2.30 | 4.43 | 1.06 | 3.20 | -0.27 | 0.24 | 0.05 | -0.76 | 0.48 | 1.20 | 1.42 | -1.14 |
| Standard Deviation(%) | NA | 2.34 | 2.95 | 3.95 | 3.13 | NA | NA | … | … | NA | 2.37 | 3.06 | 3.32 | 1.36 | 7.06 | 1.81 | 1.47 | 2.01 | 2.63 | 1.89 | 1.78 | 2.81 | 1.86 | 2.20 | 2.31 | 3.13 | 4.15 | 1.88 | 1.25 | 1.52 | 2.77 | 2.37 | 2.32 | 2.13 |
| Draw Down(%) | NA | 2.21 | 9.92 | 11.94 | 11.94 | NA | NA | … | … | 0.00 | 2.21 | 4.93 | 11.08 | 1.83 | 11.03 | 1.57 | 1.84 | 1.67 | 5.79 | 2.54 | 1.49 | 5.67 | 1.70 | 2.41 | 4.10 | 2.88 | 7.53 | 1.50 | 0.85 | 1.72 | 4.57 | 3.78 | 2.71 | 3.14 |
| Yield(%) | 0.00 | 2.11 | 2.04 | 2.02 | 2.50 | 2.86 | 2.99 | … | … | 0.00 | 2.09 | 2.39 | 2.07 | 2.00 | 1.92 | 3.29 | 2.80 | 2.93 | 3.39 | 3.21 | 2.82 | 3.35 | 3.42 | 3.25 | 3.02 | 3.62 | 3.61 | 3.52 | 3.43 | 3.35 | 3.24 | 3.47 | 1.01 | 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 |
|---|---|---|---|---|
| PMUYX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS Y) |
-2.47%
Oct 2020 – Oct 2023 |
0.08%
Oct 2017 – Oct 2022 |
1.24%
Oct 2012 – Oct 2022 |
2.58%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMUYX (PACE MUNICIPAL FIXED INCOME INVESTMENTS CLASS Y) |
7.42%
Dec 2008 – Dec 2011 |
5.72%
Feb 2008 – Feb 2013 |
4.43%
Jun 2006 – Jun 2016 |
3.79%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart