PACE Small-Medium 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 | 0.08 | -4.07 | 2.6 | 1.27 | 0 |
| 1996 | 0.42 | 1.08 | 2.31 | 3.22 | 2.26 | -1.53 | -4.73 | 5.04 | 2.79 | 1.36 | 6.25 | 2.36 | 22.4 |
| 1997 | 3.53 | 0.95 | -2.9 | -0.14 | 8.42 | 6.8 | 5.29 | 1.54 | 7.42 | -1.88 | 0.69 | 3.12 | 37.3 |
| 1998 | -1.61 | 6.87 | 3.95 | 1.37 | -4.2 | -2.19 | -7.25 | -14.78 | 1.82 | 2.72 | 2.65 | 3.16 | -9.1 |
| 1999 | -0.89 | -8.47 | -1.28 | 12.87 | 3.37 | 3.92 | -1.07 | -4.76 | -4 | -3.06 | 0 | 2.15 | -2.7 |
| 2000 | -5.56 | -5.65 | 7.07 | -0.54 | 1.02 | -0.08 | 3.17 | 4.58 | 0.65 | -0.5 | 0.25 | 7.74 | 11.8 |
| 2001 | 7.38 | -0.63 | -4.09 | 4 | 5.11 | 1.14 | 0.95 | 2.23 | -12.7 | 4.21 | 8.28 | 5.35 | 21.2 |
| 2002 | 0.61 | 2.82 | 7.53 | -0.1 | -0.6 | -6.05 | -13.41 | -0.31 | -10.19 | 1.94 | 7.13 | -11.47 | -22.2 |
| 2003 | -4.37 | -2.47 | 1.53 | 8.39 | 9.07 | 2.49 | 3.43 | 4.46 | -2.08 | 6.49 | 2.99 | 4.14 | 38.7 |
| 2004 | 2.48 | 1.51 | 0.45 | -2.17 | 1.36 | 3.84 | -5.09 | -0.56 | 3.36 | 1.62 | 6.53 | 3.74 | 17.9 |
| 2005 | -3.04 | 3.08 | 0.1 | -3.9 | 4.71 | 1.48 | 3.87 | -1.14 | -0.96 | -3.71 | 4.14 | -1 | 3.2 |
| 2006 | 4.85 | -0.49 | 2.63 | -0.27 | -3.74 | -0.94 | -2.92 | 2.08 | 2.38 | 3.81 | 2.34 | 1.01 | 10.9 |
| 2007 | 2.9 | 0.68 | 1.24 | 2.71 | 5.53 | -1.09 | -6.53 | 1.58 | -0.65 | 0.35 | -5.94 | -2.21 | -2.1 |
| 2008 | -4.53 | -2.93 | -0.6 | 2.56 | 3.55 | -10.41 | 2.9 | 5.16 | -5.63 | -23.02 | -12.16 | 7 | -35.2 |
| 2009 | -11.53 | -13.03 | 8.82 | 22.92 | 3.11 | 0.64 | 10.71 | 4.1 | 5.28 | -5.39 | 3 | 7.86 | 36.2 |
| 2010 | -1.57 | 2.54 | 7.49 | 5.85 | -7.39 | -7.58 | 5.44 | -8.05 | 11.6 | 4.43 | 1.8 | 9.06 | 23.3 |
| 2011 | 0.87 | 3.84 | 2.1 | 2.43 | -0.79 | -2.61 | -4.98 | -10.7 | -11.79 | 15.92 | -0.82 | 0.78 | -8.2 |
| 2012 | 7 | 4.66 | 2.59 | -1.37 | -7.68 | 2.65 | -0.53 | 3.66 | 1.99 | -0.22 | 2.41 | 2.62 | 18.4 |
| 2013 | 6.86 | 2.06 | 3.88 | -0.99 | 2.87 | -1.39 | 6.64 | -3.05 | 6.29 | 3.77 | 1.24 | 3.31 | 35.7 |
| 2014 | -3.45 | 4.22 | 0.36 | -1.15 | 1.57 | 4.24 | -4.49 | 4.26 | -5.32 | 3.1 | 1.79 | 1.21 | 5.8 |
| 2015 | -3.91 | 6.08 | 2.41 | -1.3 | 1.5 | 0.09 | -1.84 | -5.12 | -4.26 | 7.34 | 2.22 | -5.51 | -3.2 |
| 2016 | -6.86 | 0.72 | 9.27 | 1.09 | 1.94 | -1.53 | 3.7 | 2.27 | -0.25 | -2.33 | 10.89 | 3.1 | 22.9 |
| 2017 | 0.47 | 2.21 | -0.69 | -0.42 | -2.6 | 2.15 | 0.28 | -1.35 | 4.72 | 0.32 | 2.83 | 1.4 | 9.5 |
| 2018 | 2.32 | -4.82 | -0.05 | 0.4 | 4.15 | 0.71 | 2.21 | 2.67 | -1.66 | -10.18 | 0.97 | -13.15 | -16.7 |
| 2019 | 10.79 | 4.87 | -0.96 | 5.12 | -8.82 | 6.36 | 2.38 | -4.7 | 3.96 | 0.47 | 1.82 | 2.5 | 24.8 |
| 2020 | 3.55 | 4.49 | 2.96 | 6.43 | 15.37 | -25.11 | -9.4 | -3.18 | -6.28 | 4.75 | 18.38 | 6.71 | 11.4 |
| 2021 | -12.03 | 8.81 | 22.83 | 4.67 | 1.85 | -0.93 | -2.19 | 1.4 | -3.08 | 2.17 | -2.85 | -9.23 | 7.5 |
| 2022 | -4.61 | 0.96 | 0.43 | -6.35 | 1.92 | -9.3 | 8.72 | -2.01 | -9.44 | 11.5 | 2.67 | -23.55 | -29.3 |
| 2023 | 9.27 | -1.99 | -6.36 | -1.35 | -3.8 | 7.77 | 5.55 | -2.38 | -4.72 | -5.07 | 8.23 | 8.05 | 11.8 |
| 2024 | -2.47 | 6.8 |