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 above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
PACE Small/Medium Co Growth Equity Investments (PCSGX) returned -6.75% year-to-date (YTD) and 2.99% over the past 12 months. Over the past 10 years, PCSGX returned 7.61% annually, underperforming the S&P 500 benchmark at 10.84%.
PCSGX
-6.75%
5.70%
-13.12%
2.99%
4.79%
7.86%
7.61%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
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% | -7.78% | -7.26% | -1.34% | 6.50% | -6.75% | |||||||
| 2024 | -1.88% | 7.21% | 1.99% | -8.00% | 3.00% | -1.35% | 5.04% | 0.82% | 1.49% | -1.14% | 13.07% | -6.88% | 12.20% |
| 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% | -3.14% | 5.08% | -6.06% | 2.26% | 14.91% |
| 2020 | -0.55% | -6.45% | -18.49% | 16.10% | 10.50% | 4.31% | 5.65% | 3.74% | -3.22% | 2.06% | 14.87% | 10.02% | 38.85% |
| 2019 | 11.22% | 6.29% | -1.67% | 3.12% | -6.94% | 6.57% | 1.11% | -3.19% | -1.65% | 1.44% | 5.69% | 1.09% | 24.05% |
| 2018 | 5.63% | -0.89% | 1.11% | -0.31% | 6.48% | 2.26% | 0.10% | 10.93% | -1.99% | -11.51% | 1.99% | -11.10% | 0.33% |
| 2017 | 2.83% | 2.75% | 2.26% | 2.26% | 1.81% | 1.60% | 0.40% | -1.46% | 3.42% | 2.20% | 3.45% | -0.30% | 23.26% |
| 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% | 2.05% | -5.42% | -2.38% |
| 2014 | -2.27% | 3.86% | -2.96% | -6.32% | 0.34% | 6.08% | -5.23% | 4.10% | -3.94% | 5.86% | 0.69% | 2.30% | 1.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PCSGX is 15, meaning it’s performing worse than 85% 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.
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Dividends
Dividend History
PACE Small/Medium Co Growth Equity Investments provided a 3.28% dividend yield over the last twelve months, with an annual payout of $0.46 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.46 | $0.46 | $0.00 | $0.00 | $7.48 | $1.37 | $2.55 | $3.05 | $1.01 | $0.00 | $3.78 | $3.03 |
Dividend yield | 3.28% | 3.06% | 0.00% | 0.00% | 45.92% | 6.50% | 15.70% | 20.15% | 5.56% | 0.00% | 25.13% | 15.73% |
Monthly Dividends
The table displays the monthly dividend distributions for PACE Small/Medium 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.48 | $7.48 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 | $1.37 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.55 | $2.55 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.05 | $3.05 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.78 | $3.78 |
| 2014 | $3.03 | $3.03 |
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 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 62.43%, occurring on Oct 9, 2002. Recovery took 1188 trading sessions.
The current PACE Small/Medium Co Growth Equity Investments drawdown is 17.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.43% | Mar 13, 2000 | 644 | Oct 9, 2002 | 1188 | Jul 5, 2007 | 1832 |
| -57.96% | Oct 10, 2007 | 354 | Mar 9, 2009 | 484 | Feb 7, 2011 | 838 |
| -39.36% | Feb 21, 2020 | 19 | Mar 18, 2020 | 85 | Jul 20, 2020 | 104 |
| -37.48% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -36.77% | Jul 21, 1998 | 58 | Oct 8, 1998 | 65 | Jan 7, 1999 | 123 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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