Nasdaq - Delayed Quote USD

PACE Alternative Strategies P (PASPX)

10.96 +0.01 (+0.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.40%
5y Average Return 4.63%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 11.69%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 11.69%
Worst 3Y Total Return -0.74%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PASPX
Category
YTD
4.15%
5.60%
1-Month
2.03%
0.13%
3-Month
4.15%
2.72%
1-Year
10.15%
12.76%
3-Year
3.87%
4.12%
5-Year
4.94%
3.42%
10-Year
3.03%
2.54%
Last Bull Market
7.13%
4.37%
Last Bear Market
-1.33%
-8.39%

Annual Total Return (%) History

Year
PASPX
Category
2024
--
--
2023
5.15%
--
2022
0.51%
--
2021
2.92%
--
2020
9.70%
1.63%
2019
6.42%
7.77%
2018
-5.27%
-4.31%
2017
4.03%
5.56%

2016
-0.76%
2.51%
2015
1.18%
-1.71%
2014
3.52%
3.35%
2013
9.74%
6.96%
2012
8.41%
4.92%
2011
-3.93%
-2.96%
2010
3.93%
4.94%
2009
11.69%
11.88%
2008
-24.07%
-19.36%
2007
7.67%
6.90%
2006
--
7.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.15% -- -- --
2023 -0.57% 0.48% 0.96% 4.25%
2022 -1.59% -1.33% -0.48% 4.02%
2021 1.09% 1.16% -0.80% 1.45%
2020 -4.06% 5.12% 3.93% 4.66%
2019 3.91% 1.25% 0.76% 0.38%
2018 -0.65% -1.02% 1.03% -4.65%
2017 1.63% 0.00% 0.85% 1.50%
2016 -1.14% -0.96% 0.49% 0.87%
2015 2.70% -1.00% -0.46% -0.03%

2014 0.48% 1.90% 0.19% 0.92%
2013 4.31% 0.20% 0.59% 4.39%
2012 6.30% -3.12% 3.22% 1.98%
2011 1.06% -0.53% -6.23% 1.91%
2010 1.64% -2.90% 2.43% 2.81%
2009 -3.51% 7.65% 5.01% 2.40%
2008 -4.35% 1.61% -11.93% -11.29%
2007 3.90% 4.77% -1.05% -0.04%
2006 1.72% 5.01% -- --

Rank in Category (By Total Return)

YTD 41
1-Month 45
3-Month 41
1-Year 37
3-Year 40
5-Year 22

Load Adjusted Returns

1-Year 10.15%
3-Year 3.87%
5-Year 4.94%
10-Year 3.03%

Performance & Risk

YTD Return 3.40%
5y Average Return 4.63%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.19
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family UBS Asset Management
Net Assets 355.76M
YTD Return 4.15%
Yield 3.69%
Morningstar Rating
Inception Date Apr 10, 2006

Fund Summary

The fund invests in equity securities of U.S. and non-U.S. companies of various market capitalizations. It also invests in fixed income securities, which are not subject to any credit rating or maturity limitations, issued by companies and government and supranational entities around the world. The fund may invest in emerging as well as developed markets and may invest a significant portion of its assets in the securities of companies in particular economic sectors. It may also invest in the securities of other investment companies, including exchange-traded funds ("ETFs"), and in structured securities.

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