Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) | 0.04% | 4.61% | 5.25% | 0.51% | 1.98% | 2.52% | 4.00% | … | … |
Data as of 06/05/2026, Common starting date is 12/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) | 12/11/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 4.61 | 5.25 | 0.51 | 1.98 | 2.52 | 4.00 | … | … | 0.04 | 7.50 | 3.46 | 7.84 | -14.12 | -2.17 | 5.94 | 10.09 | -1.65 | 5.27 | 4.00 | -0.43 | 5.59 | -4.40 | 8.52 | 9.59 | 10.59 | 14.83 | 1.48 | 7.65 | 3.64 | 2.04 | 4.70 | 4.67 | 8.58 | 7.59 | 0.96 |
| Sharpe Ratio | NA | 0.55 | 0.41 | -0.37 | 0.07 | NA | NA | … | … | -0.61 | 1.15 | -0.03 | 0.65 | -2.23 | -0.61 | 0.81 | 2.20 | -1.15 | 1.44 | 1.11 | -0.14 | 2.11 | -1.06 | 2.39 | 2.25 | 2.14 | 2.22 | 0.07 | 0.98 | 0.06 | -0.06 | 0.86 | 0.74 | 1.34 | 0.76 | 2.57 |
| Standard Deviation(%) | NA | 3.59 | 4.91 | 5.45 | 4.93 | NA | NA | … | … | 3.95 | 4.05 | 5.01 | 6.52 | 7.00 | 3.60 | 7.01 | 3.92 | 2.65 | 3.22 | 3.41 | 3.35 | 2.64 | 4.19 | 3.57 | 4.25 | 4.90 | 6.65 | 7.51 | 4.63 | 3.80 | 3.57 | 4.32 | 5.33 | 5.56 | 6.87 | 6.23 |
| Draw Down(%) | NA | 2.75 | 5.45 | 19.76 | 21.57 | NA | NA | … | … | 2.75 | 2.70 | 3.16 | 6.21 | 17.66 | 3.86 | 11.20 | 2.51 | 2.99 | 1.69 | 4.22 | 3.49 | 1.57 | 8.17 | 1.56 | 2.37 | 4.67 | 8.15 | 9.57 | 3.58 | 3.04 | 3.53 | 5.40 | 6.99 | 3.16 | 5.65 | 0.79 |
| Yield(%) | 0.00 | 4.91 | 5.14 | 3.64 | 3.39 | 3.60 | 4.59 | … | … | 1.97 | 5.09 | 5.33 | 4.88 | 2.68 | 2.12 | 2.47 | 3.46 | 2.77 | 2.47 | 4.71 | 3.16 | 2.59 | 4.95 | 5.45 | 5.86 | 6.64 | 5.19 | 12.06 | 4.22 | 4.11 | 4.25 | 5.22 | 2.59 | 3.37 | 4.59 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) |
-6.18%
Oct 2020 – Oct 2023 |
-1.31%
Oct 2017 – Oct 2022 |
0.32%
Oct 2012 – Oct 2022 |
2.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBNAX (PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS A) |
13.59%
Feb 2009 – Feb 2012 |
9.99%
Jul 2007 – Jul 2012 |
7.08%
Jul 2002 – Jul 2012 |
5.78%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart