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
| ISIN | US69373W4428 |
|---|---|
| Issuer | UBS Asset Management |
| Inception Date | Aug 24, 1995 |
| Category | Large Cap Growth Equities |
| Min. Investment | $10,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
PCLCX has a high expense ratio of 0.88%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in PACE Large Co Growth Equity Investments, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
PACE Large Co Growth Equity Investments had a return of 11.11% year-to-date (YTD) and 39.19% in the last 12 months. Over the past 10 years, PACE Large Co Growth Equity Investments had an annualized return of 13.52%, outperforming the S&P 500 benchmark which had an annualized return of 10.64%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.11% | 7.50% |
| 1 month | -2.99% | -1.61% |
| 6 months | 22.75% | 17.65% |
| 1 year | 39.19% | 26.26% |
| 5 years (annualized) | 14.53% | 11.73% |
| 10 years (annualized) | 13.52% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.32% | 8.22% | 1.46% | -5.10% | ||||||||
| 2023 | -1.83% | 11.22% | 3.97% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PCLCX is 88, placing it in the top 12% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
PACE Large Co Growth Equity Investments(PCLCX)
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.
Dividends
Dividend History
PACE Large Co Growth Equity Investments granted a 1.88% dividend yield in the last twelve months. The annual payout for that period amounted to $0.33 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.33 | $0.33 | $7.16 | $6.01 | $4.97 | $3.79 | $4.48 | $2.64 | $0.80 | $3.92 | $3.12 | $2.29 |
Dividend yield | 1.88% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.68% | 17.60% | 12.47% | 9.08% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.12 |
| 2013 | $2.29 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 68.82%, occurring on Mar 9, 2009. Recovery took 1435 trading sessions.
The current PACE Large Co Growth Equity Investments drawdown is 4.00%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.82% | Sep 5, 2000 | 2132 | Mar 9, 2009 | 1435 | Nov 18, 2014 | 3567 |
| -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 | 64 | Jan 6, 1999 | 122 |
| -21.26% | Aug 30, 2018 | 80 | Dec 24, 2018 | 80 | Apr 22, 2019 | 160 |
Volatility
Volatility Chart
The current PACE Large Co Growth Equity Investments volatility is 5.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.