PLATX Performance — PACE Large Co Growth Equity Investments
Data updated: 2026-10-13
PLATX returned −3.28% year to date and +0.06% over one year to Jul 2026. Annualised returns are +12.89% over 3 years and +6.91% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $144, against $166 for the category, and to $100 over one year, against $111. Volatility over the past three years was 16.06% a year. In the 12 months to Jul 2026 the fund took in a net $10.3M, and assets reached $652.78M. Returns are those of sibling share class PCLCX; this class's own returns are not reported in filings.
PLATX Growth of $100
What $100 invested in PACE Large Co Growth Equity Investments grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | PLATX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $100 | $111 |
| 3 years (Aug 2023 – Jul 2026) | $144 | $166 |
| 5 years (Aug 2021 – Jul 2026) | $140 | $158 |
| Since data start (Aug 2019 – Jul 2026) | $235 | $261 |
PLATX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −3.28% |
| 1 year | +0.06% |
| 3 years (annualised) | +12.89% |
| 5 years (annualised) | +6.91% |
PLATX Annual Returns
Calendar-year total returns of PACE Large Co Growth Equity Investments, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | −3.28% |
| 2025 | +9.80% |
| 2024 | +27.93% |
| 2023 | +35.18% |
| 2022 | −27.78% |
| 2021 | +20.37% |
| 2020 | +39.44% |
| 2019 (Aug–Dec) | +5.65% |
PLATX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.1% | −3.2% | −5.0% | +9.5% | +5.3% | +0.1% | −6.9% | — | — | — | — | — |
| 2025 | +3.9% | −2.8% | −7.6% | +0.4% | +6.3% | +5.1% | +1.5% | +0.6% | +4.6% | +1.9% | −2.3% | −1.2% |
| 2024 | +4.3% | +8.2% | +1.5% | −5.1% | +3.9% | +6.0% | −2.2% | +2.8% | +1.8% | −0.7% | +6.7% | −1.3% |
| 2023 | +7.4% | −3.4% | +5.8% | +0.5% | +5.0% | +6.2% | +3.8% | −0.5% | −6.2% | −1.8% | +11.2% | +4.0% |
| 2022 | −8.8% | −4.0% | +3.0% | −10.9% | −0.8% | −8.5% | +10.3% | −4.5% | −9.0% | +6.6% | +3.6% | −6.5% |
| 2021 | −1.5% | +1.9% | +0.4% | +6.4% | −0.7% | +4.5% | +2.8% | +3.4% | −5.7% | +7.1% | −0.6% | +1.4% |
| 2020 | +2.9% | −5.9% | −11.2% | +14.0% | +7.9% | +4.8% | +8.3% | +10.1% | −4.8% | −3.7% | +10.8% | +3.9% |
| 2019 | — | — | — | — | — | — | — | −0.4% | −1.1% | +1.0% | +3.7% | +2.5% |
PLATX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 16.06%
- 3-year Sharpe ratio: 0.52 (vs 4.5% risk-free rate)
- Best month: +11.22% (Nov 2023)
- Worst month: −7.62% (Mar 2025)
PLATX Fund Flows
Monthly money in and out of PACE Large Co Growth Equity Investments, from SEC Form N-PORT.
- 12-month net flow: $10.3M
- 12-month gross sales (incl. reinvestments): $146.3M
- Sales ÷ redemptions: 1.08×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.3M | $8.9M | −$7.6M |
| Jun 2026 | $867K | $10.2M | −$9.4M |
| May 2026 | $1.8M | $10.2M | −$8.3M |
| Apr 2026 | $1.6M | $9.4M | −$7.8M |
| Mar 2026 | $2.1M | $13.9M | −$11.8M |
| Feb 2026 | $5.7M | $11.3M | −$5.6M |
| Jan 2026 | $3.3M | $12.7M | −$9.4M |
| Dec 2025 | $124.0M | $14.0M | $110.0M |
| Nov 2025 | $1.7M | $10.0M | −$8.3M |
| Oct 2025 | $1.2M | $12.4M | −$11.3M |
| Sep 2025 | $1.4M | $11.1M | −$9.8M |
| Aug 2025 | $1.3M | $11.8M | −$10.5M |
PLATX Assets Under Management
Net assets of PACE Large Co Growth Equity Investments by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $652.78M |
| 2026-04-30 | $689.39M |
| 2026-01-31 | $711.09M |
| 2025-10-31 | $791.78M |
| 2025-07-31 | $769.12M |
| 2025-04-30 | $705.25M |
| 2025-01-31 | $819.48M |
| 2024-10-31 | $795.96M |
| 2024-07-31 | $804.84M |
| 2024-04-30 | $779.67M |
| 2024-01-31 | $806.27M |
| 2023-10-31 | $709.86M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.