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PACE High Yield Investments (PHIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.52+0.03 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.00%
5-year average return3.12%
Number of years up12
Number of years down5
Best 1-yr total return (22 Apr 2024)50.39%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return50.39%
Worst 3-yr total return-0.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHIAXCategory
YTD1.77%3.62%
1-month0.99%1.08%
3-month1.77%2.50%
1-year10.68%14.69%
3-year1.11%6.16%
5-year3.52%6.21%
10-year3.64%5.48%
Last bull market12.85%11.96%
Last bear market-10.75%-7.27%

Annual total return (%) history

Year
PHIAXCategory
2024
N/AN/A
2023
12.59%N/A
2022
-11.46%N/A
2021
3.39%N/A
2020
7.18%4.91%
2019
12.23%12.62%
2018
-3.11%-2.59%
2017
7.48%6.47%
2016
16.47%13.30%
2015
-4.44%-4.01%
2014
0.47%1.11%
2013
6.38%6.90%
2012
18.13%14.67%
2011
-0.22%2.83%
2010
14.94%14.24%
2009
50.39%46.70%
2008
-18.72%-26.41%
2007
1.22%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.77%N/AN/AN/A
20233.53%1.62%0.60%6.38%
2022-4.82%-10.75%-0.85%5.12%
20211.47%2.84%-0.16%-0.77%
2020-15.35%11.76%4.70%8.21%
20196.11%2.20%0.93%2.54%
2018-0.73%0.41%2.08%-4.78%
20172.71%1.33%2.46%0.80%
20163.14%4.62%5.55%2.26%
20151.63%-0.34%-4.75%-0.94%
20142.77%2.23%-1.91%-2.51%
20132.52%-1.46%1.70%3.55%
20127.08%0.48%5.29%4.28%
20112.77%0.17%-7.63%4.93%
20105.72%-1.70%7.11%3.26%
20093.08%20.87%13.60%6.25%
2008-1.50%0.37%-6.07%-12.47%
20071.51%-0.46%0.83%-0.65%
20062.80%3.54%N/AN/A

Rank in category (by total return)

YTD35
1-month70
3-month35
1-year40
3-year82
5-year57

Load adjusted returns

1-year6.53%
3-year-0.17%
5-year2.74%
10-year3.24%