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Pace Large Company Growth Equity Investments Fd Cl A: (MF: PLAAX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 06:09 PM ET
$12.87 USD
+0.26 (2.06%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.53 | 70 |
| 3 months | -1.77 | 84 |
| 6 months | 4.89 | 73 |
| 1 Year | 9.54 | 70 |
| 3 Year | 23.51 | 24 |
| 5 Year | 10.27 | 54 |
| 10 Year | 14.16 | 27 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.68 |
| Bear Market (10/07 - 2/09) | -49.04 |
| Bull Market (2/09 - 3/21) | 1,069.90 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 3.82 |
| 5 Year | 9.09 |
| 10 Year | 13.55 |
| Since Inception | 7.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.77 | 12.01 | 6.79 | -1.77 |
| 2024 | 14.41 | 4.41 | 2.20 | 4.43 |
| 2023 | 9.73 | 11.94 | -3.21 | 13.48 |
| 2022 | -9.85 | -19.15 | -4.18 | 3.12 |
| 2021 | 0.67 | 10.38 | 0.10 | 8.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.53 | 27.50 | 34.91 | -27.99 | 20.14 | 39.02 | 31.70 | -3.45 | 29.54 | 0.74 |
| % Total Return Rel to Index | -8.68 | 2.48 | 8.66 | -9.78 | -8.53 | 20.62 | 0.21 | 0.93 | 7.74 | -11.19 |
| % Total Return Rel to Peer | -3.17 | 8.11 | 11.91 | -8.29 | -1.91 | 19.10 | 3.27 | 3.40 | 8.86 | -7.07 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 |
| Capital Gains ($) | 3.39 | 2.16 | 0.33 | 7.13 | 6.01 | 4.97 | 3.75 | 4.47 | 2.61 | 0.72 |
| Expense Ratio | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.13 | 1.14 | 1.17 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%