PACE Large Co Value Equity Investments
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.21 | -0.32 | 5.44 | 1.71 | 0 |
| 1996 | 4.05 | 1.51 | 1.85 | 1.88 | 1.51 | -0.34 | -4.8 | 4.69 | 3.67 | 2.16 | 6.86 | 0.18 | 25.3 |
| 1997 | 3.64 | 0.67 | -3.25 | 2.99 | 7.37 | 4.67 | 7.69 | -3.94 | 4.47 | -5.52 | 2.16 | 2.3 | 24.7 |
| 1998 | 0.71 | 8.69 | 5.74 | -0.99 | -1.43 | 0.63 | -2.5 | -14.26 | 7.13 | 7.57 | 4.19 | 3.97 | 18.6 |
| 1999 | -0.65 | -3.82 | 3.45 | 8.95 | -1.44 | 4 | -4.21 | -3.64 | -7.26 | 0.21 | 0.58 | 0.82 | -4 |
| 2000 | -6.72 | -8.19 | 10 | 4.45 | 1.23 | -4.21 | -1.51 | 5.26 | -0.29 | 2.8 | -4.12 | 5.43 | 2.5 |
| 2001 | 0.28 | -1.58 | -3.38 | 5.46 | 1.46 | -2.55 | -0.11 | -4.67 | -6.34 | 0.7 | 4.88 | 2.62 | -3.9 |
| 2002 | -0.95 | -0.54 | 4.16 | -1.97 | 0.53 | -5.52 | -7.71 | 0.2 | -10.22 | 4.64 | 4.37 | -4 | -16.8 |
| 2003 | -1.59 | -2.13 | 0 | 7.59 | 5.59 | 1.19 | 0.65 | 1.62 | -0.51 | 5.07 | 1.1 | 6.11 | 27 |
| 2004 | 1.61 | 2.32 | -0.83 | -2.74 | 0.52 | 2.46 | -1.95 | 0.34 | 2.04 | 0.89 | 5.18 | 2.83 | 13.1 |
| 2005 | -1.34 | 3.66 | -1.36 | -2.56 | 2.94 | 1.27 | 3.98 | 0.24 | 1.88 | -2.51 | 3.74 | 0.56 | 10.7 |
| 2006 | 4.34 | 0.09 | 1.34 | 2.1 | -2.5 | 0.87 | 1.54 | 0.94 | 2.04 | 3.04 | 1.77 | 4.16 | 21.4 |
| 2007 | 1.16 | -1.51 | 2.27 | 3.76 | 3.8 | -1.94 | -3.69 | 0.71 | 3.9 | 2.3 | -4.83 | -0.84 | 4.7 |
| 2008 | -5.43 | -3.29 | -1.54 | 4.13 | 0.7 | -10.86 | -0.42 | 0.78 | -8.03 | -17.4 | -8.3 | 2.2 | -39.9 |
| 2009 | -9.78 | -11.6 | 10.43 | 11.3 | 6.21 | 0.25 | 8.13 | 5.32 | 3.17 | -2.52 | 5.16 | 1.16 | 27.2 |
| 2010 | -1.43 | 2.63 | 6.54 | 1.84 | -8.45 | -6.18 | 6.8 | -5.22 | 9.51 | 3.46 | -0.69 | 7.48 | 15.4 |
| 2011 | 2.45 | 3.56 | -0.34 | 2.88 | -1.59 | -1.45 | -3.17 | -7.25 | -8.76 | 12.99 | -1.1 | 1.16 | -2.3 |
| 2012 | 5.78 | 3.82 | 2.66 | -1.6 | -7.96 | 4.75 | 0.29 | 2.84 | 2.82 | -1.1 | 0.67 | 2.5 | 15.8 |
| 2013 | 5.94 | 0.88 | 4.39 | 1.81 | 3.07 | -0.51 | 5.43 | -3.29 | 2.48 | 4.26 | 3.87 | 2.6 | 35.2 |
| 2014 | -3.8 | 3.82 | 2.02 | -0.32 | 1.79 | 1.68 | -0.94 | 3.13 | -2 | 1.92 | 2.92 | 1.11 | 11.6 |
| 2015 | -4.63 | 5.78 | -1.63 | 0.93 | 1.22 | -2.45 | 0.77 | -5.7 | -3.36 | 7.51 | 0.13 | -2.46 | -4.6 |
| 2016 | -4.95 | 0.42 | 7.35 | 1.38 | 0.83 | -0.58 | 3.3 | 1.5 | -0.14 | -1.57 | 8.09 | 1.88 | 18.2 |
| 2017 | 0.67 | 3.37 | -1.03 | -0.48 | 0.13 | 1.52 | 1.37 | -1.01 | 3.07 | 1.37 | 2.74 | 1.66 | 14.1 |
| 2018 | 4.43 | -4.98 | -2.49 | 0.88 | -0.17 | -0.13 | 3.81 | 1.48 | 0.04 | -5.36 | 2.11 | -9.85 | -10.7 |
| 2019 | 8.57 | 1.81 | -0.43 | 3.72 | -7.32 | 7.04 | 1.08 | -2.88 | 3.69 | 0.83 | 3.16 | -3.15 | 16.1 |
| 2020 | 3.37 | 3.37 | 0.76 | 3.7 | 11.12 | -20.85 | -10.29 | -4.22 | -4.52 | -0.28 | 14.4 | 4.73 | -3.8 |
| 2021 | -17.19 | 6.56 | 6.16 | 25.25 | 3.29 | -1.61 | 0.92 | 2.06 | -3.64 | 4.95 | -4.64 | -11.66 | 4.6 |
| 2022 | -0.09 | -1 | 0.97 | -4.6 | 2.77 | -9.34 | 5.85 | -1.99 | -8.9 | 9.93 | 7.5 | -18.41 | -19.1 |
| 2023 | 7.37 | -3.3 | -0.65 | 1.31 | -3.39 | 6.63 | 4.29 | -3.31 | -2.85 | -2.29 | 6.72 | -0.46 | 9.5 |
| 2024 | -0.62 | 14.3 |