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PACE Large Co Value Equity A (PCPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.54+0.14 (+0.69%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.96%
5-year average return8.77%
Number of years up15
Number of years down8
Best 1-yr total return (1 May 2024)34.84%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return34.84%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCPAXCategory
YTD7.51%17.52%
1-month5.09%-0.87%
3-month7.51%5.51%
1-year20.04%42.88%
3-year9.46%11.93%
5-year9.89%12.07%
10-year8.16%10.95%
Last bull market46.85%23.18%
Last bear market-11.16%-17.87%

Annual total return (%) history

Year
PCPAXCategory
2024
N/AN/A
2023
15.08%N/A
2022
-5.22%N/A
2021
25.68%N/A
2020
-2.64%2.91%
2019
22.81%25.04%
2018
-10.84%-8.53%
2017
13.82%15.94%
2016
17.85%14.81%
2015
-4.61%-4.05%
2014
10.94%10.21%
2013
34.84%31.21%
2012
15.40%14.57%
2011
-2.41%-0.75%
2010
15.09%13.66%
2009
26.86%24.13%
2008
-40.01%-37.09%
2007
4.39%1.42%
2006
18.57%18.15%
2005
10.40%5.95%
2004
12.86%12.97%
2003
26.75%28.44%
2002
-17.06%-18.69%
2001
-4.08%-4.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.51%N/AN/AN/A
20233.08%4.29%-2.08%9.34%
2022-0.23%-11.16%-5.57%13.23%
202112.38%5.99%-0.84%6.41%
2020-32.07%16.12%3.41%19.36%
20199.96%2.89%1.69%6.74%
2018-3.31%0.48%5.33%-12.88%
20172.94%1.12%3.38%5.77%
20162.41%1.57%4.64%8.26%
2015-0.80%-0.38%-8.24%5.19%
20141.81%3.07%0.08%5.63%
201311.48%4.34%4.44%10.98%
201212.59%-5.18%5.98%2.00%
20115.73%-0.28%-18.17%13.11%
20107.70%-12.59%10.85%10.28%
2009-11.99%18.48%17.32%3.69%
2008-9.99%-6.58%-7.77%-22.64%
20071.85%5.58%0.69%-3.58%
20065.73%0.32%4.50%6.97%
20050.77%1.53%6.15%1.65%
20042.99%0.11%0.34%9.09%
2003-3.69%14.88%1.70%12.65%
20022.55%-6.95%-17.00%4.72%
2001-4.59%4.16%-10.89%8.32%

Rank in category (by total return)

YTD72
1-month45
3-month72
1-year57
3-year40
5-year72

Load adjusted returns

1-year13.44%
3-year7.42%
5-year8.65%
10-year7.55%