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PACE Small/Medium Co Value Equity P (PCSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.58-0.04 (-0.19%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return-0.05%
5-Year Average Return12.75%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Aug 30, 2017)38.65%
Worst 1 Yr Total Return (Aug 30, 2017)-35.25%
Best 3-Yr Total Return38.65%
Worst 3-Yr Total Return-11.15%

Trailing Returns (%) Vs. Benchmarks

ReturnPCSVXCategory
YTD-0.05%2.19%
1-Month-1.35%-1.71%
3-Month1.05%1.56%
1-Year11.32%12.67%
3-Year6.10%5.80%
5-Year12.75%12.07%
10-Year6.31%6.72%
Last Bull Market31.29%27.64%
Last Bear Market-27.68%-24.19%

Annual Total Return (%) History

Year
PCSVXCategory
2017
N/AN/A
2016
22.85%20.78%
2015
-3.05%-5.38%
2014
5.60%3.79%
2013
35.56%37.39%
2012
18.40%15.46%
2011
-8.20%-4.07%
2010
23.30%25.61%
2009
36.18%31.80%
2008
-35.25%-36.56%
2007
-2.27%-1.10%
2006
10.87%15.03%
2005
3.10%6.75%
2004
17.93%18.94%
2003
38.65%43.41%
2002
-15.82%-16.22%
2001
21.18%8.92%
2000
11.76%11.89%
1999
-2.71%19.95%
1998
-9.16%-3.03%
1997
37.26%26.36%
1996
22.38%21.50%
1995
N/A27.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20171.98%-0.93%N/AN/A
20162.51%1.47%5.79%11.65%
20154.39%0.28%-10.83%3.87%
20140.99%4.66%-5.72%5.98%
201313.30%0.43%9.90%8.42%
201214.88%-6.53%5.17%4.85%
20116.94%-1.03%-25.15%15.88%
20108.49%-9.40%8.20%15.94%
2009-16.28%27.55%21.32%5.11%
2008-7.88%-4.85%2.12%-27.67%
20074.88%7.21%-5.67%-7.86%
20067.08%-4.91%1.46%7.31%
20050.05%2.12%1.70%-0.77%
20044.49%2.96%-2.45%12.36%
2003-5.30%21.16%5.80%14.21%
200211.25%-6.71%-22.48%4.63%
20012.35%10.56%-9.91%18.86%
2000-4.60%0.39%8.59%7.46%
1999-10.44%21.25%-9.55%-0.96%
19989.30%-5.02%-20.00%9.37%
19971.48%15.64%14.84%1.85%
19963.85%3.95%2.87%10.21%
1995-0.33%N/AN/AN/A

Rank In Category (By Total Return)

YTD73
1-Month40
3-Month66
1-Year69
3-Year56
5-Year50

Load Adjusted Returns

1-Year11.32%
3-Year6.10%
5-Year12.75%
10-Year6.31%