Singapore markets closed

PACE Large Co Value Equity P (PCLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.83+0.03 (+0.14%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.10%
5-year average return9.93%
Number of years up19
Number of years down9
Best 1-yr total return (9 Jun 2024)35.17%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return35.17%
Worst 3-yr total return2.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPCLVXCategory
YTD7.66%4.44%
1-month3.25%-4.04%
3-month5.23%4.09%
1-year23.06%14.37%
3-year7.06%6.04%
5-year11.05%9.20%
10-year8.27%8.57%
Last bull market20.46%22.97%
Last bear market-11.12%-11.27%

Annual total return (%) history

Year
PCLVXCategory
2024
N/AN/A
2023
15.40%11.63%
2022
-4.97%-5.90%
2021
25.96%26.22%
2020
-2.38%2.91%
2019
23.08%25.04%
2018
-10.62%-8.53%
2017
14.03%15.94%
2016
18.17%14.81%
2015
-4.42%-4.05%
2014
11.25%10.21%
2013
35.17%31.21%
2012
15.73%14.57%
2011
-2.26%-0.75%
2010
15.39%13.66%
2009
27.21%24.13%
2008
-39.85%-37.09%
2007
4.63%1.42%
2006
18.95%18.15%
2005
10.66%5.95%
2004
13.13%12.97%
2003
26.98%28.44%
2002
-16.84%-18.69%
2001
-3.89%-4.99%
2000
2.48%7.87%
1999
-3.93%6.72%
1998
18.65%12.00%
1997
24.75%26.61%
1996
25.23%20.08%
1995
N/A32.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.56%N/AN/AN/A
20233.15%4.36%-2.04%9.43%
2022-0.14%-11.12%-5.49%13.28%
202112.48%6.01%-0.76%6.44%
2020-31.99%16.11%3.48%19.46%
201910.06%2.90%1.79%6.77%
2018-3.24%0.57%5.39%-12.85%
20172.99%1.17%3.43%5.81%
20162.47%1.63%4.70%8.37%
2015-0.76%-0.34%-8.17%5.24%
20141.90%3.16%0.12%5.71%
201311.56%4.40%4.49%11.07%
201212.74%-5.13%6.04%2.03%
20115.73%-0.23%-18.06%13.07%
20107.78%-12.53%10.85%10.42%
2009-11.92%18.50%17.50%3.72%
2008-9.95%-6.53%-7.70%-22.58%
20071.89%5.62%0.77%-3.53%
20065.83%0.41%4.58%7.03%
20050.88%1.58%6.19%1.69%
20043.11%0.17%0.39%9.11%
2003-3.69%14.95%1.76%12.71%
20022.61%-6.89%-16.98%4.83%
2001-4.64%4.28%-10.82%8.38%
2000-5.80%1.28%3.37%3.91%
1999-1.15%11.68%-14.40%1.66%
199815.75%-1.79%-10.44%16.55%
19970.94%15.74%8.06%-1.19%
19967.58%3.07%3.32%9.32%
19956.97%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month41
3-month23
1-year45
3-year36
5-year58

Load adjusted returns

1-year23.06%
3-year7.06%
5-year11.05%
10-year8.27%