Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUMYX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS Y) | NA | 0.00% | 5.03% | 7.84% | 7.50% | 10.29% | 8.25% | … | … |
Data as of 05/28/2025, Common starting date is 02/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUMYX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS Y) | 02/28/2001 | 05/28/2025 |
| 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 | 0.00 | 5.03 | 7.84 | 7.50 | 10.29 | 8.25 | … | … | 0.00 | 3.80 | 15.92 | -26.60 | -21.59 | 30.29 | 23.99 | 0.82 | 23.23 | 3.14 | -2.44 | 1.54 | 39.09 | 16.79 | -1.99 | 28.45 | 40.38 | -43.56 | 16.65 | 8.77 | 3.47 | 10.80 | 37.75 | -20.03 | 3.77 |
| Sharpe Ratio | NA | 0.00 | 0.07 | 0.28 | 0.28 | NA | NA | … | … | 0.00 | -0.32 | 0.65 | -0.91 | -0.51 | 0.79 | 1.38 | -0.02 | 1.98 | 0.16 | -0.15 | 0.09 | 2.80 | 0.98 | -0.06 | 1.25 | 1.33 | -1.14 | 0.78 | 0.34 | 0.10 | 0.58 | 2.05 | -0.79 | 0.08 |
| Standard Deviation(%) | NA | 0.27 | 17.26 | 20.68 | 21.51 | NA | NA | … | … | NA | 8.71 | 18.24 | 30.87 | 42.67 | 38.08 | 16.32 | 20.30 | 11.48 | 18.44 | 16.79 | 17.40 | 13.97 | 17.19 | 31.63 | 22.61 | 30.32 | 38.80 | 17.62 | 16.19 | 13.21 | 17.08 | 18.05 | 26.90 | 31.70 |
| Draw Down(%) | NA | 0.00 | 18.57 | 37.51 | 39.33 | NA | NA | … | … | 0.00 | 4.62 | 18.57 | 32.63 | 40.68 | 39.33 | 9.33 | 27.40 | 6.91 | 20.48 | 14.45 | 15.56 | 6.09 | 13.14 | 27.76 | 18.23 | 23.30 | 54.48 | 11.02 | 17.28 | 10.78 | 19.08 | 13.49 | 33.98 | 32.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 10.98 | 9.31 | 12.95 | 9.47 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 34.86 | 8.19 | 16.50 | 16.47 | 6.36 | 0.00 | 19.56 | 13.77 | 15.49 | 1.86 | 0.00 | 0.00 | 0.00 | 0.00 | 16.34 | 2.80 | 14.33 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/28/2025, 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 |
|---|---|---|---|---|
| PUMYX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS Y) |
-16.74%
Feb 2006 – Feb 2009 |
-7.26%
Feb 2004 – Feb 2009 |
4.80%
Dec 2001 – Dec 2011 |
5.75%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUMYX (PACE SMALL/MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS Y) |
31.90%
Feb 2009 – Feb 2012 |
27.47%
Feb 2009 – Feb 2014 |
17.41%
Feb 2009 – Feb 2019 |
14.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart