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PACE Large Co Value Equity Investments Class P2 (PLVTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.51-0.06 (-0.70%)
At close: 09:01PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return6.52%
5-Year Average Return5.79%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.02%
Worst 1 Yr Total Return (Feb 3, 2019)-8.68%
Best 3-Yr Total Return24.02%
Worst 3-Yr Total Return2.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPLVTXCategory
YTD0.00%11.56%
1-Month0.00%-2.20%
3-Month4.02%4.11%
1-Year13.42%35.63%
3-Year10.28%5.74%
5-Year7.36%8.25%
10-Year0.00%4.29%
Last Bull Market0.00%13.65%
Last Bear Market0.00%-23.43%

Annual Total Return (%) History

Year
PLVTXCategory
2019
21.13%17.80%
2018
-8.68%-15.44%
2017
24.02%22.08%
2016
7.91%3.34%
2015
-2.16%-3.10%
2014
0.81%-6.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20199.05%2.03%1.24%7.53%
2018-1.16%2.11%2.32%-11.57%
20175.96%5.23%5.10%5.82%
20160.77%4.26%3.41%-0.68%
20154.12%1.00%-10.71%4.21%
20141.30%8.04%-4.31%-3.74%

Rank In Category (By Total Return)

YTD1
1-Month1
3-Month4
1-Year1
3-Year1
5-Year1

Load Adjusted Returns

1-Year13.42%
3-Year10.28%
5-Year7.36%
10-YearN/A