PACE Small/Medium Co Growth Equity Investments (PCSGX)
The investment seeks capital appreciation. 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 small/medium capitalization companies. Small/medium capitalization companies means companies with a total market capitalization within the market capitalization range of the companies in the Russell 2500 Growth Index at the time of purchase. The fund may from time to time invest a significant portion of its assets in the stocks of companies in various economic sectors, such as technology.
Fund Info
US69373W6324
Aug 24, 1995
$10,000
Small-Cap
Growth
Expense Ratio
PCSGX has a high expense ratio of 1.03%, 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 Small/Medium 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 Small/Medium Co Growth Equity Investments had a return of 3.04% year-to-date (YTD) and 9.88% in the last 12 months. Over the past 10 years, PACE Small/Medium Co Growth Equity Investments had an annualized return of -2.50%, while the S&P 500 had an annualized return of 11.31%, indicating that PACE Small/Medium Co Growth Equity Investments did not perform as well as the benchmark.
PCSGX
3.04%
-0.06%
7.08%
9.88%
-1.57%
-2.50%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of PCSGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.77% | 3.04% | |||||||||||
| 2024 | -1.88% | 7.21% | 1.99% | -8.00% | 3.00% | -1.35% | 5.04% | 0.82% | 1.49% | -1.14% | 13.07% | -9.52% | 9.02% |
| 2023 | 8.78% | -0.77% | -0.85% | -2.11% | -0.88% | 8.05% | 3.95% | -4.16% | -6.13% | -8.21% | 9.72% | 9.65% | 15.89% |
| 2022 | -12.52% | -1.40% | 1.21% | -10.13% | -2.82% | -7.09% | 9.27% | -1.19% | -7.62% | 7.99% | 1.05% | -4.78% | -26.58% |
| 2021 | 3.18% | 6.29% | -0.99% | 3.88% | -2.14% | 4.34% | -0.95% | 3.03% | -3.15% | 5.08% | -6.06% | -31.29% | -22.80% |
| 2020 | -0.55% | -6.45% | -18.49% | 16.10% | 10.50% | 4.31% | 5.65% | 3.74% | -3.22% | 2.06% | 14.87% | 3.08% | 30.09% |
| 2019 | 11.22% | 6.29% | -1.68% | 3.12% | -6.94% | 6.57% | 1.11% | -3.19% | -1.64% | 1.44% | 5.69% | -12.75% | 7.06% |
| 2018 | 5.63% | -0.89% | 1.11% | -0.31% | 6.48% | 2.26% | 0.10% | 10.94% | -1.99% | -11.51% | 1.99% | -25.95% | -16.44% |
| 2017 | 2.83% | 2.76% | 2.25% | 2.26% | 1.81% | 1.60% | 0.39% | -1.46% | 3.42% | 2.20% | 3.45% | -5.57% | 16.74% |
| 2016 | -11.16% | -3.07% | 7.79% | 1.00% | 3.12% | -0.27% | 4.82% | 0.46% | 1.11% | -6.28% | 7.73% | -0.45% | 3.19% |
| 2015 | -3.12% | 7.56% | 1.50% | -2.36% | 1.96% | 3.70% | 1.86% | -6.64% | -6.51% | 4.18% | 2.06% | -24.22% | -21.78% |
| 2014 | -2.27% | 3.86% | -2.95% | -6.32% | 0.34% | 6.08% | -5.23% | 4.10% | -3.94% | 5.86% | 0.69% | -11.90% | -12.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCSGX is 16, meaning it’s performing worse than 84% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for PACE Small/Medium Co Growth Equity Investments (PCSGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the PACE Small/Medium 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 Small/Medium Co Growth Equity Investments was 78.57%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current PACE Small/Medium Co Growth Equity Investments drawdown is 52.59%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.57% | Mar 13, 2000 | 2253 | Mar 9, 2009 | — | — | — |
| -36.77% | Jul 21, 1998 | 58 | Oct 8, 1998 | 81 | Jan 29, 1999 | 139 |
| -21.87% | May 22, 1996 | 46 | Jul 24, 1996 | 255 | Jul 16, 1997 | 301 |
| -18.13% | Oct 14, 1997 | 65 | Jan 12, 1998 | 59 | Apr 3, 1998 | 124 |
| -11.89% | Sep 14, 1995 | 85 | Jan 10, 1996 | 61 | Apr 4, 1996 | 146 |
Volatility
Volatility Chart
The current PACE Small/Medium Co Growth Equity Investments volatility is 4.31%, 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.