PACE Large Co Value Equity Investments

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 0 0 0 0 0 0 0 0 0 0 0 5.44 0
2001 0.23 -1.47 -3.39 5.4 1.41 -2.56 -0.11 -4.68 -6.41 0.7 4.89 2.55 -4.1
2002 -0.95 -0.6 4.16 -1.97 0.53 -5.58 -7.66 0.13 -10.24 4.65 4.3 -4.06 -17.1
2003 -1.52 -2.13 -0.08 7.59 5.52 1.19 0.65 1.56 -0.51 5.02 1.1 6.1 26.8
2004 1.61 2.27 -0.89 -2.68 0.46 2.4 -1.95 0.34 1.99 0.89 5.18 2.8 12.9
2005 -1.39 3.66 -1.41 -2.56 2.94 1.22 3.98 0.19 1.89 -2.56 3.75 0.56 10.4
2006 4.29 0.05 1.34 2.05 -2.5 0.82 1.54 0.89 2 3.04 1.73 4.03 20.9
2007 1.16 -1.51 2.23 3.77 3.76 -1.94 -3.74 0.67 3.9 2.3 -4.84 -0.9 4.5
2008 -5.42 -3.35 -1.54 4.07 0.7 -10.86 -0.42 0.72 -8.04 -17.42 -8.31 2.17 -40
2009 -9.76 -11.67 10.42 11.28 6.21 0.25 8.05 5.32 3.1 -2.52 5.17 1.13 26.8
2010 -1.43 2.63 6.46 1.83 -8.51 -6.18 6.8 -5.22 9.51 3.46 -0.76 7.42 15.1
2011 2.51 3.49 -0.34 2.82 -1.59 -1.45 -3.23 -7.25 -8.83 13 -1.1 1.19 -2.4
2012 5.7 3.81 2.6 -1.6 -8 4.74 0.29 2.84 2.76 -1.1 0.61 2.52 15.4
2013 5.93 0.82 4.38 1.81 3.02 -0.51 5.38 -3.33 2.52 4.21 3.87 2.57 34.9
2014 -3.83 3.81 1.98 -0.32 1.75 1.64 -0.9 3.09 -2.04 1.92 2.89 1.07 11.3
2015 -4.62 5.77 -1.66 0.89 1.22 -2.45 0.76 -5.78 -3.36 7.45 0.13 -2.45 -4.8
2016 -4.93 0.37 7.33 1.33 0.82 -0.58 3.24 1.5 -0.14 -1.62 8.08 1.83 17.9
2017 0.67 3.36 -1.07 -0.48 0.09 1.52 1.33 -1.01 3.07 1.37 2.69 1.67 13.9
2018 4.37 -5 -2.48 0.83 -0.17 -0.17 3.8 1.47 0 -5.35 2.06 -9.84 -10.9
2019 8.53 1.81 -0.48 3.76 -7.39 7.07 1.03 -2.92 3.68 0.83 3.11 -2.88 16.2
2020 3.3 3.35 0.76 3.69 11.15 -20.92 -10.29 -4.24 -4.29 -0.34 14.43 4.68 -3.8
2021 -16.96 6.53 6.14 24.84 3.28 -1.61 0.88 2.05 -3.67 4.94 -4.67 -11.36 4.7
2022 -0.14 -1 0.92 -4.63 2.76 -9.35 5.82 -2.03 -8.92 9.95 7.48 -18.17 -19.1
2023 7.33 -3.28 -0.7 1.3 -3.43 6.6 4.27 -3.29 -2.89 -2.34 6.75 -0.25 9.5
2024 -0.61 14.2