Historical price context for PACE MORTGAGE-BACKED is based on observed exchange prices. This backtest view summarizes buy and hold performance over a selected horizon. Pace Mortgage Backed Securities (PFXAX) currently is priced at $10.69 as of March 13, 2026, representing 0.47% down on the day after opening at $10.74.Review PACE MORTGAGE-BACKED Correlation, PACE MORTGAGE-BACKED Volatility and PACE MORTGAGE-BACKED Performance to complement research on PACE MORTGAGE-BACKED. This adds volatility, risk, and performance context.
Note that PACE MORTGAGE-BACKED's intrinsic value and market price are different measures derived from different inputs. Analysis often considers earnings, revenue quality, fundamentals, technical signals, competition, and analyst coverage. By contrast, market price reflects the level where buyers and sellers transact.
What if' Analysis
Running a what-if backtest on Pace Mortgage Backed Securities gives investors a practical way to test how changes in horizon, position size, or market timing might have affected the result. Used properly, this review helps investors decide whether PACE MORTGAGE-BACKED's historical reward profile was stable enough to support the current thesis.
0.00
12/13/2025
No Change 0.00
0.0
In 2 months and 31 days
03/13/2026
0.00
If you invested 0.00 in PACE MORTGAGE-BACKED on December 13, 2025 and closed the position today, you would earn 0.00 in total gains. That corresponds to a 0.0% return on investment in PACE MORTGAGE-BACKED overall over 90 days. PACE MORTGAGE-BACKED is related to or competes with LIMITED TERM, MUNICIPAL BOND, PERFORMANCE TRUST, BBH Intermediate, T ROWE, T ROWE, and Transamerica Intermediate. Peer context helps frame relative positioning. Under normal circumstances, the fund invests at least 80 percent of its net assets in a diversified portfolio of mortgage-related fixed income instruments, including mortgage-backed securities , commercial mortgage-backed securities, to be announced securities and mortgage dollar rolls. More
PACE MORTGAGE-BACKED Upside and Downside Indicators Overview
Upside and downside indicators for PACE MORTGAGE-BACKED summarize momentum balance and potential range context for the fund. They compare current price to recent trend and sentiment readings.
PACE MORTGAGE-BACKED Market Risk Indicators Overview
Market risk indicators summarize volatility and return dispersion for PACE MORTGAGE-BACKED. The metrics rely on historical prices to describe variability over time.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of PACE MORTGAGE-BACKED's price to converge to an average value over time is called mean reversion.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as PACE MORTGAGE-BACKED. Your research has to be compared to or analyzed against PACE MORTGAGE-BACKED's peers to derive any actionable benefits.
PACE MORTGAGE-BACKED appears to exhibit a very low volatility profile over the selected 3 months investment horizon. It records an Efficiency (Sharpe) Ratio of 0.14, marking performance variability over 3 months. We identified twenty-six technical indicators influencing the company's volatility profile. Please review metrics such as Downside Deviation of 0.2311, risk-adjusted performance of 0.0976, and standard deviation of 0.4016 to confirm whether our risk estimates align with your expectations. The fund has a beta of 0.23, which means relatively modest fluctuations relative to the market. As returns on the market increase, PACE MORTGAGE-BACKED's returns are expected to increase less than the market. However, during a bear market, the loss from holding PACE MORTGAGE-BACKED is expected to be smaller as well.
Auto-correlation
0.67
Good predictability
Pace Mortgage Backed Securities shows good predictability when comparing price series from 13th of December 2025 to 27th of January 2026 against from 27th of January 2026 to 13th of March 2026. A strong serial relationship would imply that PACE MORTGAGE-BACKED's recent trajectory contains information about its near-term direction. With a serial correlation of 0.67, around 67.0% of PACE MORTGAGE-BACKED's price variation is attributable to patterns in preceding intervals.
Correlation Coefficient
0.67
Spearman Rank Test
0.53
Residual Average
0.0
Price Variance
0.03
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.