Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQUAX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS A) | 12.16% | 21.00% | 11.26% | 2.69% | 10.80% | 9.62% | 8.69% | … | … |
Data as of 06/03/2026, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQUAX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS A) | 03/01/2001 | 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 (%) | 0.00 | 21.00 | 11.26 | 2.69 | 10.80 | 9.62 | 8.69 | … | … | 12.16 | 1.81 | 11.94 | 15.67 | -26.65 | 14.81 | 38.67 | 23.88 | 0.17 | 23.10 | 3.10 | -2.54 | 1.43 | 38.98 | 16.61 | -2.19 | 28.79 | 39.77 | -43.79 | 16.23 | 8.37 | 3.07 | 10.77 | 38.39 | -19.33 | 2.69 |
| Sharpe Ratio | NA | 1.05 | 0.45 | 0.00 | 0.41 | NA | NA | … | … | 1.47 | -0.05 | 0.44 | 0.67 | -0.91 | 0.67 | 1.01 | 1.37 | -0.06 | 1.97 | 0.16 | -0.15 | 0.08 | 2.78 | 0.97 | -0.07 | 1.29 | 1.31 | -1.15 | 0.75 | 0.31 | 0.06 | 0.57 | 2.08 | -0.76 | 0.03 |
| Standard Deviation(%) | NA | 19.35 | 20.56 | 22.72 | 22.89 | NA | NA | … | … | 21.11 | 23.38 | 18.84 | 18.23 | 30.90 | 21.95 | 37.83 | 16.36 | 20.33 | 11.47 | 18.41 | 16.83 | 17.46 | 14.00 | 17.23 | 31.57 | 22.22 | 30.27 | 38.87 | 17.62 | 16.18 | 13.24 | 17.08 | 18.08 | 26.94 | 31.80 |
| Draw Down(%) | NA | 13.55 | 27.70 | 37.45 | 39.37 | NA | NA | … | … | 13.55 | 25.28 | 9.64 | 18.58 | 32.64 | 13.25 | 39.37 | 9.35 | 27.42 | 6.86 | 20.49 | 14.48 | 15.60 | 6.10 | 13.10 | 27.78 | 18.03 | 23.30 | 54.65 | 11.08 | 17.35 | 10.87 | 19.17 | 12.79 | 33.69 | 32.16 |
| Yield(%) | 0.00 | 7.69 | 4.22 | 8.54 | 12.18 | 10.73 | 9.87 | … | … | 0.00 | 7.26 | 3.96 | 0.00 | 0.00 | 39.73 | 9.25 | 18.28 | 17.82 | 6.84 | 0.00 | 20.71 | 14.46 | 16.14 | 1.94 | 0.00 | 0.29 | 0.00 | 0.00 | 16.70 | 2.85 | 14.49 | 0.41 | 0.73 | 0.94 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PQUAX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS A) |
-17.06%
Feb 2006 – Feb 2009 |
-7.55%
Feb 2004 – Feb 2009 |
4.74%
Dec 2001 – Dec 2011 |
5.68%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQUAX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS A) |
31.80%
Feb 2009 – Feb 2012 |
27.34%
Feb 2009 – Feb 2014 |
17.23%
Feb 2009 – Feb 2019 |
14.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart