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Pace Large Company Growth Equity Investments Fd Cl A: (MF: PLAAX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$16.45 USD
+0.04 (0.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 20.04 | 19 |
| 3 months | 6.42 | 39 |
| 6 months | 6.42 | 73 |
| 1 Year | 27.74 | 23 |
| 3 Year | 5.88 | 50 |
| 5 Year | 15.60 | 21 |
| 10 Year | 13.35 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.68 |
| Bear Market (10/07 - 2/09) | -49.03 |
| Bull Market (2/09 - 3/21) | 905.53 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 24.36 |
| 5 Year | 14.54 |
| 10 Year | 12.92 |
| Since Inception | 6.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 14.41 | 4.41 | NA | NA |
| 2023 | 9.73 | 11.94 | -3.21 | 13.48 |
| 2022 | -9.85 | -19.15 | -4.18 | 3.12 |
| 2021 | 0.67 | 10.38 | 0.10 | 8.00 |
| 2020 | -14.12 | 28.72 | 13.56 | 10.74 |
| 2019 | 14.70 | 6.99 | 0.12 | 7.17 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 20.04 | 34.91 | -27.99 | 20.14 | 39.02 | 31.70 | -3.45 | 29.54 | 0.74 | 4.55 | 11.45 |
| % Total Return Rel to Index | 0.49 | 8.66 | -9.78 | -8.53 | 20.62 | 0.21 | 0.93 | 7.74 | -11.19 | 3.16 | -2.19 |
| % Total Return Rel to Peer | 5.19 | 11.91 | -8.29 | -1.91 | 19.10 | 3.27 | 3.40 | 8.86 | -7.07 | 6.15 | 3.24 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 1.00 | 5.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.33 | 7.13 | 6.01 | 4.97 | 3.75 | 4.47 | 2.61 | 0.72 | 3.91 | 3.05 |
| Expense Ratio | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.14 | 1.17 | 1.18 | 1.18 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%