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 14.3