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PACE Small/Medium Co Val Eq P2 (PVETX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.87-0.04 (-0.24%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.18%
5-year average return0.00%
Number of years upN/A
Number of years down2
Best 1-yr total return (27 Jun 2023)-0.18%
Worst 1-yr total return (27 Jun 2023)N/A
Best 3-yr total return-0.18%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPVETXCategory
YTD0.00%26.79%
1-month0.00%-1.77%
3-month0.00%4.45%
1-year-6.43%71.02%
3-year-1.44%9.35%
5-year5.39%12.17%
10-year5.57%9.95%
Last bull market55.57%28.07%
Last bear market-13.69%-24.24%

Annual total return (%) history

Year
PVETXCategory
2023
-0.18%N/A
2022
-14.45%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.30%0.12%0.00%0.00%
2022-3.57%-13.69%-3.89%6.95%
20215.07%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month98
3-month99
1-year100
3-year98
5-year92

Load adjusted returns

1-year-6.43%
3-year-1.44%
5-year5.39%
10-year5.57%