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Nasdaq - Delayed Quote USD

PACE Intermediate Fixed Income P (PCIFX)

10.56
-0.02
(-0.19%)
At close: 6:48:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.53%
5y Average Return 0.77%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Mar 31, 2025) 8.66%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 8.66%
Worst 3Y Total Return -2.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCIFX
Category
YTD
2.73%
-0.61%
1-Month
2.26%
0.77%
3-Month
1.16%
1.99%
1-Year
7.45%
3.06%
3-Year
1.07%
5.69%
5-Year
0.45%
3.75%
10-Year
1.83%
3.84%
Last Bull Market
7.30%
4.61%
Last Bear Market
-5.40%
1.87%

Annual Total Return (%) History

Year
PCIFX
Category
2024
3.85%
--
2023
7.82%
--
2022
-13.37%
--
2021
-1.83%
--
2020
8.04%
8.06%
2019
8.66%
8.94%
2018
-0.86%
-0.61%
2017
3.26%
4.27%

2016
2.11%
3.86%
2015
0.84%
-0.45%
2014
2.53%
5.42%
2013
-0.90%
-0.90%
2012
3.96%
7.76%
2011
4.59%
6.27%
2010
5.44%
8.51%
2009
9.50%
15.12%
2008
-1.29%
-3.86%
2007
7.43%
5.62%
2006
3.96%
4.48%
2005
1.33%
2.09%
2004
2.74%
4.59%
2003
4.01%
6.32%
2002
-0.02%
8.44%
2001
7.48%
7.84%
2000
9.03%
10.08%
1999
-0.11%
-1.06%
1998
7.35%
7.25%
1997
7.45%
9.73%
1996
3.14%
4.19%
1995
--
19.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.55% 0.61% 5.06% -2.29%
2023 2.90% -0.23% -2.10% 7.27%
2022 -6.11% -5.40% -4.33% 1.95%
2021 -3.48% 1.78% 0.14% -0.22%
2020 1.50% 4.42% 0.92% 1.00%
2019 3.53% 2.70% 2.01% 0.19%
2018 -1.71% -0.26% 0.12% 1.01%
2017 0.79% 1.38% 0.80% 0.25%
2016 1.91% 1.44% 0.36% -1.58%
2015 1.42% -0.33% 0.44% -0.67%

2014 1.11% 1.26% -0.35% 0.49%
2013 0.04% -1.70% 0.81% -0.05%
2012 0.65% 1.49% 1.48% 0.30%
2011 0.37% 1.84% 0.93% 1.37%
2010 1.41% 2.80% 2.60% -1.43%
2009 1.82% 3.36% 3.92% 0.13%
2008 2.48% -1.35% -3.69% 1.38%
2007 1.44% 0.15% 2.89% 2.77%
2006 0.12% 0.15% 2.74% 0.92%
2005 -0.78% 2.07% -0.49% 0.54%
2004 2.16% -2.31% 2.51% 0.42%
2003 1.59% 2.54% -0.07% -0.07%
2002 0.10% -1.79% -0.75% 2.47%
2001 3.18% 0.94% 2.79% 0.40%
2000 1.72% 1.46% 2.90% 2.67%
1999 -0.19% -0.66% 0.84% -0.09%
1998 1.24% 2.00% 4.18% -0.21%
1997 -0.02% 2.67% 2.54% 2.09%
1996 -1.13% 0.34% 1.89% 2.04%
1995 1.86% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 23
3-Month 51
1-Year 12
3-Year 13
5-Year 32

Load Adjusted Returns

1-Year 7.45%
3-Year 1.07%
5-Year 0.45%
10-Year 1.83%

Performance & Risk

YTD Return 2.53%
5y Average Return 0.77%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family UBS Asset Management
Net Assets 203.83M
YTD Return 2.73%
Yield 5.81%
Morningstar Rating
Inception Date Aug 24, 1995

Fund Summary

The fund invests at least 80% of its net assets in fixed income securities. Such investments may include U.S. government and foreign government bonds, municipal fixed income investments, corporate bonds and bank loans. The fund may also invest up to 20% of its total assets in bonds that are below investment grade at the time of purchase, non-U.S. dollar denominated securities and fixed income securities of issuers located in emerging markets. It normally limits its overall portfolio duration to within +/- 50% of the duration of the Bloomberg U.S. Aggregate Bond Index.

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