Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUMCX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS C) | NA | 8.67% | 13.91% | 6.17% | 13.89% | 7.13% | NA | … | … |
Data as of 01/07/2019, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUMCX (PACE SMALL/MEDIUM CO GROWTH 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 | 8.67 | 13.91 | 6.17 | 13.89 | 7.13 | NA | … | … | 0.00 | 10.85 | 22.06 | 2.32 | -3.05 | 0.37 | 37.73 | 15.69 | -2.91 | 27.40 | 38.77 | -44.27 | 15.09 | 7.56 | 2.23 | 9.86 | 36.23 | -20.79 | 2.02 |
| Sharpe Ratio | NA | 0.51 | 0.89 | 0.36 | 0.67 | NA | NA | … | … | 0.00 | 0.66 | 1.87 | 0.11 | -0.18 | 0.02 | 2.71 | 0.91 | -0.09 | 1.23 | 1.27 | -1.16 | 0.69 | 0.27 | 0.00 | 0.52 | 1.97 | -0.81 | 0.01 |
| Standard Deviation(%) | NA | 14.38 | 14.87 | 15.87 | 20.36 | NA | NA | … | … | NA | 14.41 | 11.53 | 18.43 | 16.78 | 17.42 | 13.93 | 17.26 | 31.60 | 22.22 | 30.37 | 38.83 | 17.63 | 16.15 | 13.22 | 17.05 | 18.04 | 26.87 | 31.80 |
| Draw Down(%) | NA | 13.86 | 15.14 | 30.62 | 30.62 | NA | NA | … | … | 0.00 | 13.86 | 6.93 | 20.52 | 14.68 | 16.02 | 6.16 | 13.20 | 27.91 | 18.44 | 23.46 | 54.97 | 11.17 | 17.51 | 10.97 | 19.50 | 13.57 | 34.44 | 32.29 |
| Yield(%) | 0.00 | 0.00 | 3.20 | 8.50 | 13.75 | 7.33 | 6.14 | … | … | 0.00 | 0.00 | 8.73 | 0.00 | 24.65 | 16.64 | 18.10 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 | 17.64 | 2.98 | 14.95 | 0.42 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| PUMCX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS C) |
-17.76%
Feb 2006 – Feb 2009 |
-8.33%
Feb 2004 – Feb 2009 |
3.68%
Dec 2001 – Dec 2011 |
4.69%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUMCX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS C) |
30.63%
Feb 2009 – Feb 2012 |
26.24%
Feb 2009 – Feb 2014 |
14.41%
Nov 2008 – Nov 2018 |
9.46%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart