- ISIN
- US69373W4428
- Issuer
- UBS
- Inception Date
- Aug 24, 1995
- Category
- Large Cap Growth Equities
- Min. Investment
- $10,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
PCLCX Performance Chart
PACE Large Co Growth Equity Investments (PCLCX) is up 3.4% since the beginning of the year. PCLCX is currently trading at $17 per share. Investors who bought $1,000 worth of PCLCX shares 5 years ago would now be looking at an investment worth $1,576.
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Returns By Period
PACE Large Co Growth Equity Investments (PCLCX) has returned 3.35% so far this year and 13.72% over the past 12 months. Looking at the last ten years, PCLCX has achieved an annualized return of 14.97%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
PACE Large Co Growth Equity Investments
- 1D
- 1.68%
- 1M
- 1.25%
- YTD
- 3.35%
- 6M
- 2.53%
- 1Y
- 13.72%
- 3Y*
- 17.19%
- 5Y*
- 9.52%
- 10Y*
- 14.97%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
PCLCX Monthly Returns History
Based on dividend-adjusted daily data since Aug 18, 1995, PCLCX's average daily return is +0.05%, while the average monthly return is +0.87%. At this rate, an investment would double in approximately 6.7 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2001 with a return of +14.1%, while the worst month was Aug 1998 at -19.7%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, PCLCX closed higher 53% of trading days. The best single day was Dec 16, 2022 with a return of +57.5%, while the worst single day was Dec 19, 2022 at -38.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.13% | -2.55% | -5.68% | 9.47% | 5.31% | -0.35% | 3.35% | ||||||
| 2025 | 5.09% | -6.84% | -4.75% | 0.36% | 6.32% | 5.06% | 1.53% | 0.63% | 4.56% | 1.88% | -2.33% | -1.14% | 9.86% |
| 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 | 7.39% | -3.36% | 5.75% | 0.54% | 4.95% | 6.24% | 3.76% | -0.53% | -6.22% | -1.83% | 11.21% | 3.97% | 35.17% |
| 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% |
Benchmark Metrics
PACE Large Co Growth Equity Investments has an annualized alpha of 0.87%, beta of 1.06, and R2 of 0.65 versus S&P 500 Index. Calculated based on daily prices since August 18, 1995.
- This fund captured 110.22% of S&P 500 Index gains and 108.40% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.06 and R2 of 0.65, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.87%
- Beta
- 1.06
- R²
- 0.65
- Upside Capture
- 110.22%
- Downside Capture
- 108.40%
Expense Ratio
PCLCX has an expense ratio of 0.88%, placing it in the medium range.
Return for Risk
Risk / Return Rank
PCLCX ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for PACE Large Co Growth Equity Investments (PCLCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCLCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | 2.78 | -1.95 |
| Martin ratioReturn relative to average drawdown | 2.37 | 12.44 | -10.06 |
Dividends
Dividend History
PACE Large Co Growth Equity Investments provided a 19.99% dividend yield over the last twelve months, with an annual payout of $3.40 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.40 | $3.40 | $2.16 | $0.33 | $7.16 | $6.01 | $4.97 | $3.79 | $4.48 | $2.64 | $0.72 | $3.92 |
Dividend yield | 19.99% | 20.66% | 11.94% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.30% | 17.60% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.40 | $3.40 |
| 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 |
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 1183 trading sessions.
The current PACE Large Co Growth Equity Investments drawdown is 1.60%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -63.98%Mar 2009 | 8y 6mo | 4y 8mo | 13y 2moSep 2000 - Nov 2013 |
Bear market2022 | -38.81%Dec 2022 | 9d | 1y 5mo | 1y 6moDec 2022 - Jun 2024 |
Bear market2022 | -32.11%Oct 2022 | 10mo 26d | 2mo 3d | 1y 24dNov 2021 - Dec 2022 |
COVID crash2020 | -32.03%Mar 2020 | 1mo 2d | 2mo 19d | 3mo 21dFeb 2020 - Jun 2020 |
1998 bear market1998 | -30.10%Oct 1998 | 2mo 19d | 2mo 15d | 5mo 4dJul 1998 - Dec 1998 |
Drawdown Indicators
| PCLCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.98% | -56.78% | -7.20% |
Max Drawdown (1Y)Largest decline over 1 year | -17.06% | -9.10% | -7.96% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -18.90% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -25.43% | -13.38% |
Max Drawdown (10Y)Largest decline over 10 years | -38.81% | -33.92% | -4.89% |
Current DrawdownCurrent decline from peak | -1.60% | -1.80% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -20.31% | -10.71% | -9.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 2.03% | +3.75% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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