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PACE High Yield Investments (PHYPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.48-0.01 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.09%
5-year average return3.29%
Number of years up12
Number of years down5
Best 1-yr total return (22 Apr 2024)50.86%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return50.86%
Worst 3-yr total return-0.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPHYPXCategory
YTD1.84%3.62%
1-month1.01%1.08%
3-month1.84%2.50%
1-year10.85%14.69%
3-year1.25%6.16%
5-year3.69%6.21%
10-year3.80%5.48%
Last bull market12.99%11.96%
Last bear market-10.81%-7.27%

Annual total return (%) history

Year
PHYPXCategory
2024
N/AN/A
2023
12.76%N/A
2022
-11.37%N/A
2021
3.66%N/A
2020
7.23%4.91%
2019
12.37%12.62%
2018
-2.87%-2.59%
2017
7.62%6.47%
2016
16.72%13.30%
2015
-4.36%-4.01%
2014
0.72%1.11%
2013
6.62%6.90%
2012
18.34%14.67%
2011
-0.00%2.83%
2010
15.28%14.24%
2009
50.86%46.70%
2008
-18.53%-26.41%
2007
1.36%1.47%
2006
N/A10.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.84%N/AN/AN/A
20233.59%1.56%0.66%6.47%
2022-4.77%-10.81%-0.79%5.18%
20211.65%2.80%-0.09%-0.71%
2020-15.38%11.83%4.88%8.05%
20196.05%2.26%0.99%2.60%
2018-0.67%0.47%2.13%-4.71%
20172.75%1.46%2.49%0.74%
20163.29%4.64%5.68%2.19%
20151.68%-0.29%-4.70%-1.01%
20142.92%2.18%-1.85%-2.42%
20132.57%-1.40%1.76%3.60%
20127.12%0.53%5.33%4.32%
20112.81%0.23%-7.56%4.98%
20105.87%-1.74%7.16%3.40%
20093.28%20.77%13.78%6.29%
2008-1.35%0.43%-6.00%-12.52%
20071.47%-0.40%0.99%-0.69%
20062.90%3.60%N/AN/A

Rank in category (by total return)

YTD31
1-month67
3-month31
1-year34
3-year78
5-year51

Load adjusted returns

1-year10.85%
3-year1.25%
5-year3.69%
10-year3.80%