PACE Large Co Growth Equity Investments (PCLCX)
The investment seeks capital appreciation. The fund invests primarily in stocks of companies that are believed to have substantial potential for capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by large capitalization companies. It may invest up to 20% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.
Fund Info
US69373W4428
Aug 24, 1995
$10,000
Large-Cap
Growth
Expense Ratio
PCLCX has an expense ratio of 0.88%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
PACE Large Co Growth Equity Investments (PCLCX) returned -0.77% year-to-date (YTD) and 10.38% over the past 12 months. Over the past 10 years, PCLCX delivered an annualized return of 13.14%, outperforming the S&P 500 benchmark at 10.84%.
PCLCX
-0.77%
6.22%
-1.37%
10.38%
15.33%
14.41%
13.14%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of PCLCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.87% | -2.82% | -7.62% | 0.36% | 6.03% | -0.77% | |||||||
| 2024 | 4.32% | 8.22% | 1.46% | -5.10% | 3.91% | 5.96% | -2.23% | 2.77% | 1.80% | -0.73% | 6.69% | -1.23% | 28.05% |
| 2023 | 7.40% | -3.37% | 5.75% | 0.54% | 4.95% | 6.24% | 3.76% | -0.53% | -6.22% | -1.83% | 11.22% | 3.97% | 35.16% |
| 2022 | -8.77% | -4.00% | 2.99% | -10.86% | -0.76% | -8.52% | 10.30% | -4.48% | -9.03% | 6.57% | 3.56% | -6.99% | -28.18% |
| 2021 | -1.52% | 1.88% | 0.37% | 6.43% | -0.66% | 4.45% | 2.80% | 3.37% | -5.70% | 7.14% | -0.56% | 1.22% | 20.18% |
| 2020 | 2.92% | -5.93% | -11.25% | 13.94% | 7.92% | 4.78% | 8.34% | 10.10% | -4.75% | -3.74% | 10.80% | 4.13% | 39.70% |
| 2019 | 8.72% | 3.08% | 2.42% | 5.58% | -5.16% | 6.94% | 1.68% | -0.39% | -1.11% | 0.96% | 3.69% | 2.43% | 31.99% |
| 2018 | 7.82% | -2.98% | -1.98% | -0.30% | 3.33% | 0.52% | 3.21% | 3.86% | 0.45% | -8.62% | 1.95% | -9.09% | -3.18% |
| 2017 | 2.58% | 4.31% | 1.25% | 2.98% | 3.10% | 0.52% | 3.39% | 1.50% | 1.18% | 3.15% | 2.07% | 0.49% | 29.90% |
| 2016 | -5.61% | -1.24% | 4.48% | -0.69% | 2.97% | -1.22% | 5.11% | -0.43% | 0.44% | -2.48% | -0.18% | 0.32% | 1.00% |
| 2015 | -2.20% | 6.50% | -0.96% | -0.04% | 1.98% | -1.14% | 3.23% | -6.19% | -3.38% | 8.76% | 0.49% | -1.67% | 4.54% |
| 2014 | -3.18% | 5.21% | -1.64% | 0.08% | 3.45% | 1.65% | -1.02% | 3.28% | -1.66% | 2.47% | 3.33% | -0.17% | 12.05% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCLCX is 38, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for PACE Large Co Growth Equity Investments (PCLCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
PACE Large Co Growth Equity Investments provided a 12.03% dividend yield over the last twelve months, with an annual payout of $2.16 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.16 | $2.16 | $0.33 | $7.16 | $6.01 | $4.97 | $3.79 | $4.48 | $2.64 | $0.80 | $3.92 | $3.12 |
Dividend yield | 12.03% | 11.94% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.68% | 17.60% | 12.47% |
Monthly Dividends
The table displays the monthly dividend distributions for PACE Large Co Growth Equity Investments. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $2.16 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.16 | $7.16 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.01 | $6.01 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.97 | $4.97 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.79 | $3.79 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.48 | $4.48 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.64 | $2.64 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.80 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.92 | $3.92 |
| 2014 | $3.12 | $3.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the PACE Large Co Growth Equity Investments. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the PACE Large Co Growth Equity Investments was 63.98%, occurring on Mar 9, 2009. Recovery took 1182 trading sessions.
The current PACE Large Co Growth Equity Investments drawdown is 5.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.98% | Sep 5, 2000 | 2132 | Mar 9, 2009 | 1182 | Nov 15, 2013 | 3314 |
| -32.11% | Nov 22, 2021 | 226 | Oct 14, 2022 | 322 | Jan 29, 2024 | 548 |
| -32.03% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -30.1% | Jul 21, 1998 | 58 | Oct 8, 1998 | 53 | Dec 22, 1998 | 111 |
| -21.26% | Aug 30, 2018 | 80 | Dec 24, 2018 | 80 | Apr 22, 2019 | 160 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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