Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVEYX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS Y) | NA | 12.08% | -1.97% | 1.51% | 4.33% | 7.12% | 5.63% | … | … |
Data as of 01/21/2025, Common starting date is 02/28/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVEYX (PACE SMALL/MEDIUM CO VALUE EQUITY 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 | 12.08 | -1.97 | 1.51 | 4.33 | 7.12 | 5.63 | … | … | 0.00 | 10.75 | 12.58 | -28.52 | 8.19 | 12.13 | 25.90 | -16.51 | 9.47 | 22.87 | -3.19 | 5.82 | 35.69 | 18.46 | -8.11 | 23.30 | 36.32 | -35.07 | -1.88 | 11.12 | 3.30 | 18.09 | 38.78 | -22.28 | 12.89 |
| Sharpe Ratio | NA | 0.45 | -0.27 | -0.03 | 0.12 | NA | NA | … | … | 0.00 | 0.26 | 0.47 | -0.96 | 0.34 | 0.27 | 1.62 | -1.09 | 0.84 | 1.30 | -0.21 | 0.43 | 2.62 | 1.13 | -0.25 | 1.01 | 0.99 | -0.81 | -0.29 | 0.66 | 0.10 | 1.36 | 2.35 | -0.94 | 0.72 |
| Standard Deviation(%) | NA | 15.68 | 22.62 | 28.49 | 22.79 | NA | NA | … | … | NA | 16.05 | 17.92 | 31.16 | 24.20 | 43.84 | 15.13 | 16.42 | 10.59 | 17.37 | 15.34 | 13.37 | 13.63 | 16.50 | 32.02 | 22.98 | 36.44 | 44.26 | 17.02 | 11.92 | 11.60 | 12.62 | 16.24 | 24.88 | 18.94 |
| Draw Down(%) | NA | 8.68 | 32.18 | 45.41 | 46.62 | NA | NA | … | … | 0.00 | 8.68 | 16.07 | 31.33 | 21.15 | 45.97 | 9.67 | 26.99 | 7.46 | 13.63 | 14.61 | 12.60 | 6.58 | 13.89 | 31.34 | 19.63 | 35.64 | 50.74 | 16.78 | 11.64 | 9.23 | 9.11 | 14.54 | 35.71 | 19.03 |
| Yield(%) | 0.00 | 0.00 | 0.41 | 0.51 | 3.60 | 6.12 | 5.10 | … | … | 0.00 | 0.00 | 0.73 | 0.65 | 0.46 | 0.64 | 1.10 | 5.60 | 11.32 | 4.67 | 10.24 | 12.79 | 15.03 | 0.78 | 0.06 | 0.06 | 0.50 | 0.86 | 11.40 | 4.25 | 18.96 | 10.60 | 0.00 | 0.00 | 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 |
|---|---|---|---|---|
| PVEYX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS Y) |
-19.50%
Feb 2006 – Feb 2009 |
-8.58%
Feb 2004 – Feb 2009 |
2.30%
Oct 2013 – Oct 2023 |
3.70%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVEYX (PACE SMALL/MEDIUM CO VALUE EQUITY INVESTMENTS CLASS Y) |
31.04%
Feb 2009 – Feb 2012 |
26.57%
Feb 2009 – Feb 2014 |
15.75%
Feb 2009 – Feb 2019 |
10.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart