PACE Small-Medium 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 | 0 | 0 |
| 2001 | 7.38 | -0.62 | -4.09 | 3.93 | 5.17 | 1.14 | 0.95 | 2.23 | -12.7 | 4.21 | 8.21 | 4.79 | 20.5 |
| 2002 | 0.67 | 2.77 | 7.54 | -0.1 | -0.6 | -6.05 | -13.42 | -0.31 | -10.2 | 1.94 | 7.13 | -11.54 | -22.3 |
| 2003 | -4.37 | -2.47 | 1.54 | 8.48 | 9 | 2.5 | 3.44 | 4.47 | -2.08 | 6.55 | 2.99 | 4.14 | 38.8 |
| 2004 | 2.48 | 1.51 | 0.5 | -2.22 | 1.36 | 3.94 | -5.13 | -0.56 | 3.41 | 1.62 | 6.53 | 3.78 | 18 |
| 2005 | -3.03 | 3.08 | 0.14 | -3.9 | 4.7 | 1.48 | 3.96 | -1.18 | -0.92 | -3.7 | 4.18 | -1 | 3.3 |
| 2006 | 4.89 | -0.49 | 2.62 | -0.21 | -3.78 | -0.89 | -2.9 | 2.13 | 2.36 | 3.85 | 2.33 | 1.06 | 11.1 |
| 2007 | 2.93 | 0.62 | 1.29 | 2.74 | 5.49 | -1.03 | -6.54 | 1.62 | -0.65 | 0.4 | -5.9 | -2.19 | -1.9 |
| 2008 | -4.56 | -2.84 | -0.6 | 2.61 | 3.52 | -10.39 | 2.88 | 5.19 | -5.58 | -23.04 | -12.15 | 7.15 | -35.1 |
| 2009 | -11.55 | -13.06 | 8.89 | 22.99 | 2.99 | 0.73 | 10.72 | 4.07 | 5.32 | -5.35 | 2.98 | 7.88 | 36.3 |
| 2010 | -1.56 | 2.59 | 7.44 | 5.81 | -7.35 | -7.59 | 5.48 | -8.07 | 11.6 | 4.46 | 1.79 | 9.01 | 23.3 |
| 2011 | 0.92 | 3.82 | 2.14 | 2.47 | -0.79 | -2.64 | -4.94 | -10.68 | -11.83 | 15.88 | -0.75 | 0.76 | -8.1 |
| 2012 | 7.01 | 4.68 | 2.63 | -1.42 | -7.62 | 2.63 | -0.52 | 3.63 | 1.92 | -0.22 | 2.45 | 2.65 | 18.5 |
| 2013 | 6.81 | 2.04 | 3.91 | -1.03 | 2.9 | -1.38 | 6.64 | -3.07 | 6.29 | 3.83 | 1.19 | 3.35 | 35.7 |
| 2014 | -3.46 | 4.23 | 0.35 | -1.14 | 1.56 | 4.25 | -4.46 | 4.22 | -5.32 | 3.12 | 1.77 | 1.19 | 5.8 |
| 2015 | -3.88 | 6.07 | 2.39 | -1.28 | 1.49 | 0.09 | -1.83 | -5.17 | -4.22 | 7.33 | 2.24 | -5.49 | -3.2 |
| 2016 | -6.84 | 0.65 | 9.3 | 1.13 | 1.92 | -1.57 | 3.77 | 2.25 | -0.25 | -2.36 | 10.89 | 3.12 | 22.9 |
| 2017 | 0.47 | 2.18 | -0.68 | -0.46 | -2.57 | 2.12 | 0.32 | -1.38 | 4.72 | 0.36 | 2.8 | 1.42 | 9.5 |
| 2018 | 2.34 | -4.8 | 0 | 0.39 | 4.2 | 0.7 | 2.28 | 2.68 | -1.68 | -10.18 | 1 | -13.15 | -16.5 |
| 2019 | 10.77 | 4.92 | -1 | 5.16 | -8.8 | 6.38 | 2.35 | -4.69 | 3.96 | 0.46 | 1.84 | 2.46 | 24.8 |
| 2020 | 3.56 | 4.49 | 2.98 | 6.41 | 15.38 | -25.11 | -9.38 | -3.24 | -6.28 | 4.75 | 18.41 | 6.73 | 11.5 |
| 2021 | -11.88 | 8.82 | 5.12 | 22.08 | 1.86 | -0.95 | -2.16 | 1.38 | -3.07 | 2.17 | -2.89 | -8.99 | 7.8 |
| 2022 | -4.61 | 0.94 | 0.47 | -6.37 | 1.98 | -9.32 | 8.72 | -1.97 | -9.47 | 11.52 | 2.67 | -23.33 | -29.1 |
| 2023 | 9.26 | -2 | -6.39 | -1.32 | -3.78 | 7.74 | 5.56 | -2.34 | -4.74 | -5.09 | 8.25 | 8.12 | 11.9 |
| 2024 | -2.52 | 6.7 |