PACE Small-Medium Co Growth 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 | 0.25 | -3.93 | 1.91 | 1.07 | 0 |
| 1996 | -3.98 | 5.64 | 0.08 | 8.67 | 4.29 | -5.15 | -13.18 | 5.09 | 6.54 | -3.59 | 3.72 | 1.2 | 7.4 |
| 1997 | 3.78 | -3.8 | -5.68 | -4.02 | 11.77 | 4.68 | 7.6 | 2.42 | 9.47 | -4.39 | -1.42 | 1.22 | 21.7 |
| 1998 | -1.42 | 5.7 | 6.37 | -0.55 | -6.14 | 5.56 | -2.05 | -20.06 | 8 | 4.55 | 8.63 | 9.71 | 15.1 |
| 1999 | 3.68 | -7.22 | 6.9 | 3.99 | 1.35 | 12.58 | 1.98 | -2.96 | 7.15 | 7.14 | 6.88 | 21.86 | 80.6 |
| 2000 | -3.36 | 28.93 | -1.5 | -10.49 | -10.02 | 15.63 | -1.14 | 12.12 | -4.54 | -7.19 | -22.5 | 3.34 | -10.1 |
| 2001 | 1.18 | -18.48 | -11.07 | 16.17 | 1.82 | 5.51 | -7.26 | -4.61 | -16.72 | 10.41 | 8.09 | 6.33 | -14.4 |
| 2002 | -4.5 | -2.96 | 5.64 | -0.59 | -2.01 | -6.93 | -11.04 | -1.65 | -5.42 | 5.73 | 8.13 | -4.58 | -19.9 |
| 2003 | -3.44 | -1.88 | 1.72 | 9.87 | 8.21 | 0.55 | 3.62 | 3.49 | -2.49 | 8.65 | 2.84 | 2.29 | 37.7 |
| 2004 | 2.17 | 1.42 | 0.25 | -5.7 | 2.08 | 0.53 | -6.94 | -1.97 | 5.81 | 4.2 | 4.49 | 5.06 | 11 |
| 2005 | -2.86 | 0.06 | -1.84 | -4.55 | 6.27 | 1.91 | 6.88 | -2.77 | -1.39 | -2.83 | 5.27 | -0.05 | 3.3 |
| 2006 | 7.54 | -0.19 | 4.17 | -0.48 | -6.66 | -1.67 | -4.12 | 1.43 | 1.14 | 5.12 | 2.91 | -0.08 | 8.6 |
| 2007 | 2.02 | 0.68 | 2.34 | 3.78 | 4.8 | 0.17 | -2.92 | 2.04 | 4.73 | 3.29 | -5.81 | 0.76 | 16.5 |
| 2008 | -11.76 | -3.75 | -1.8 | 6.55 | 5.08 | -6.81 | -2.41 | 1.87 | -11.76 | -20.23 | -11.48 | 4.36 | -43.7 |
| 2009 | -6.33 | -7.6 | 10.05 | 14.23 | 4.15 | 1.4 | 7.18 | 1.38 | 6.33 | -5.11 | 4.04 | 6.98 | 40.2 |
| 2010 | -3.06 | 4.07 | 7.83 | 3.51 | -6.88 | -7.08 | 4.56 | -5.71 | 13.87 | 4.8 | 5.56 | 6.54 | 28.9 |
| 2011 | 0.69 | 6.22 | 3.57 | 3.22 | -1.81 | -0.78 | -3.65 | -9.16 | -9.57 | 12.29 | -0.7 | -0.32 | -2 |
| 2012 | 6.96 | 5.08 | 2.44 | 0.06 | -8.04 | 4.04 | -1.62 | 4.54 | 1.97 | -2.93 | 1.94 | 2.14 | 16.8 |
| 2013 | 5.95 | 1.52 | 3.77 | -1.74 | 4.67 | 0.58 | 6.6 | -1.04 | 6.21 | 2.28 | 2.69 | 2.36 | 39.1 |
| 2014 | -2.27 | 3.86 | -2.95 | -6.32 | 0.34 | 6.08 | -5.23 | 4.1 | -3.94 | 5.86 | 0.69 | 2.3 | 1.5 |
| 2015 | -3.12 | 7.56 | 1.5 | -2.36 | 1.96 | 3.7 | 1.86 | -6.64 | -6.51 | 4.18 | 2.06 | -5.42 | -2.4 |
| 2016 | -11.16 | -3.07 | 7.79 | 1 | 3.12 | -0.28 | 4.82 | 0.46 | 1.11 | -6.28 | 7.74 | -0.45 | 3.2 |
| 2017 | 2.83 | 2.76 | 2.25 | 2.26 | 1.81 | 1.6 | 0.39 | -1.46 | 3.42 | 2.2 | 3.45 | -0.3 | 23.3 |
| 2018 | 5.63 | -0.89 | 1.11 | -0.31 | 6.48 | 2.26 | 0.1 | 10.94 | -1.99 | -11.51 | 1.99 | -11.1 | 0.3 |
| 2019 | 11.22 | 6.29 | -1.68 | 3.12 | -6.94 | 6.57 | 1.11 | -3.19 | -1.64 | 1.44 | 5.69 | -12.75 | 7.1 |
| 2020 | 3.74 | 5.65 | 4.31 | 10.5 | 16.1 | -18.49 | -6.45 | -0.55 | -9.32 | 2.06 | 14.87 | 10.02 | 30.1 |
| 2021 | -30.68 | 6.29 | 47.36 | 3.88 | -2.14 | 4.34 | -0.95 | 3.03 | -3.15 | 5.08 | -6.06 | -31.29 | -22.8 |
| 2022 | -12.52 | -3.37 | 3.27 | -10.13 | -2.82 | -7.09 | 9.27 | -1.19 | -7.62 | 7.99 | 1.05 | -4.78 | -26.6 |
| 2023 | 8.78 | -0.77 | -0.85 | -2.11 | -0.88 | 8.05 | 3.95 | -4.16 | -6.13 | -8.21 | 9.72 | 9.65 | 15.9 |
| 2024 | -1.88 | 7.4 |