PACE Large Co Value Equity Investments
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | 0 | -1.58 | -3.39 | 5.46 | 1.46 | -2.55 | -0.11 | -4.68 | -6.34 | 0.7 | 4.88 | 2.61 | 0 |
| 2002 | -0.95 | -0.54 | 4.22 | -2.03 | 0.59 | -5.58 | -7.65 | 0.2 | -10.22 | 4.64 | 4.36 | -3.99 | -16.8 |
| 2003 | -1.59 | -2.06 | -0.07 | 7.59 | 5.59 | 1.26 | 0.65 | 1.62 | -0.51 | 5.13 | 1.1 | 6.13 | 27.2 |
| 2004 | 1.61 | 2.27 | -0.83 | -2.68 | 0.52 | 2.45 | -1.95 | 0.34 | 2.1 | 0.89 | 5.17 | 2.87 | 13.2 |
| 2005 | -1.39 | 3.71 | -1.36 | -2.55 | 2.99 | 1.22 | 4.02 | 0.24 | 1.88 | -2.51 | 3.78 | 0.56 | 10.8 |
| 2006 | 4.38 | 0.05 | 1.34 | 2.14 | -2.49 | 0.87 | 1.58 | 0.94 | 2.03 | 3.07 | 1.72 | 4.22 | 21.5 |
| 2007 | 1.2 | -1.5 | 2.27 | 3.75 | 3.79 | -1.93 | -3.64 | 0.67 | 3.93 | 2.29 | -4.77 | -0.85 | 4.8 |
| 2008 | -5.46 | -3.28 | -1.53 | 4.12 | 0.75 | -10.87 | -0.36 | 0.72 | -8 | -17.4 | -8.27 | 2.17 | -39.8 |
| 2009 | -9.75 | -11.56 | 10.4 | 11.36 | 6.19 | 0.33 | 8.1 | 5.3 | 3.16 | -2.51 | 5.22 | 1.2 | 27.4 |
| 2010 | -1.5 | 2.69 | 6.52 | 1.83 | -8.43 | -6.16 | 6.78 | -5.27 | 9.55 | 3.45 | -0.69 | 7.44 | 15.3 |
| 2011 | 2.5 | 3.49 | -0.28 | 2.87 | -1.59 | -1.45 | -3.22 | -7.23 | -8.8 | 13.03 | -1.1 | 1.21 | -2.2 |
| 2012 | 5.76 | 3.81 | 2.65 | -1.59 | -7.98 | 4.79 | 0.29 | 2.83 | 2.81 | -1.09 | 0.66 | 2.54 | 15.7 |
| 2013 | 5.92 | 0.87 | 4.37 | 1.8 | 3.06 | -0.51 | 5.46 | -3.32 | 2.52 | 4.24 | 3.85 | 2.63 | 35.2 |
| 2014 | -3.82 | 3.85 | 1.98 | -0.28 | 1.78 | 1.63 | -0.9 | 3.12 | -1.99 | 1.95 | 2.87 | 1.12 | 11.6 |
| 2015 | -4.61 | 5.76 | -1.62 | 0.93 | 1.26 | -2.48 | 0.81 | -5.76 | -3.35 | 7.53 | 0.13 | -2.45 | -4.6 |
| 2016 | -4.92 | 0.42 | 7.37 | 1.32 | 0.82 | -0.58 | 3.33 | 1.49 | -0.14 | -1.57 | 8.1 | 1.84 | 18.2 |
| 2017 | 0.71 | 3.35 | -1.02 | -0.47 | 0.13 | 1.51 | 1.36 | -1.01 | 3.06 | 1.4 | 2.72 | 1.67 | 14.1 |
| 2018 | 4.41 | -4.95 | -2.48 | 0.88 | -0.17 | -0.17 | 3.83 | 1.51 | 0.04 | -5.37 | 2.1 | -9.82 | -10.6 |
| 2019 | 8.52 | 1.85 | -0.48 | 3.8 | -7.37 | 7.1 | 1.07 | -2.91 | 3.66 | 0.87 | 3.14 | -3.13 | 16.1 |
| 2020 | 3.35 | 3.34 | 0.81 | 3.68 | 11.19 | -20.89 | -10.28 | -4.24 | -4.59 | -0.28 | 14.43 | 4.74 | -3.8 |
| 2021 | -17.14 | 6.53 | 27.34 | 4.34 | 3.27 | -1.6 | 0.91 | 2.09 | -3.63 | 4.92 | -4.61 | -11.6 | 4.7 |
| 2022 | -0.09 | -1 | 0.96 | -4.62 | 2.75 | -9.33 | 5.86 | -2.02 | -8.89 | 9.98 | 7.5 | -18.34 | -19 |
| 2023 | 7.37 | -3.28 | -0.65 | 1.3 | -3.42 | 6.64 | 4.31 | -3.28 | -2.88 | -2.28 | 6.72 | -0.46 | 9.5 |
| 2024 | -0.61 | 16.9 |