BNUEX vs. PCLCX
BNUEX (UBS International Sustainable Equity Fund) and PCLCX (PACE Large Co Growth Equity Investments) are both mutual funds - BNUEX is a Foreign Large Cap Equities fund managed by UBS, while PCLCX is a Large Cap Growth Equities fund managed by UBS. Over the past 10 years, BNUEX returned 8.97%/yr vs 13.53%/yr for PCLCX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. BNUEX charges 1.00%/yr vs 0.88%/yr for PCLCX.
Performance
BNUEX vs. PCLCX - Performance Comparison
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Returns By Period
In the year-to-date period, BNUEX achieves a 9.72% return, which is significantly higher than PCLCX's -3.77% return. Over the past 10 years, BNUEX has underperformed PCLCX with an annualized return of 8.97%, while PCLCX has yielded a comparatively higher 13.53% annualized return.
BNUEX
- 1D
- 1.61%
- 1M
- 2.36%
- 6M
- 7.18%
- YTD
- 9.72%
- 1Y
- 22.31%
- 3Y*
- 14.58%
- 5Y*
- 8.17%
- 10Y*
- 8.97%
- ALL TIME*
- 5.83%
PCLCX
- 1D
- 3.33%
- 1M
- -3.71%
- 6M
- -1.68%
- YTD
- -3.77%
- 1Y
- -0.40%
- 3Y*
- 12.75%
- 5Y*
- 6.68%
- 10Y*
- 13.53%
- ALL TIME*
- 8.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BNUEX vs. PCLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | 9.72% | 29.10% | 6.62% | 15.40% | -14.08% | 3.24% | 12.95% | 22.61% | -16.73% | 31.21% |
PCLCX PACE Large Co Growth Equity Investments | -3.77% | 9.86% | 28.05% | 35.17% | -28.18% | 20.18% | 39.70% | 31.99% | -3.18% | 29.89% |
Correlation
The correlation between BNUEX and PCLCX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1995 | 0.58 |
The correlation between BNUEX and PCLCX has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.
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Return for Risk
BNUEX vs. PCLCX — Risk / Return Rank
BNUEX
PCLCX
BNUEX vs. PCLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS International Sustainable Equity Fund (BNUEX) and PACE Large Co Growth Equity Investments (PCLCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BNUEX | PCLCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.73 | ||
| Sortino ratioReturn per unit of downside risk | +2.29 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.01 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | -0.02 | +2.27 |
| Martin ratioReturn relative to average drawdown | 9.07 | -0.04 | +9.11 |
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Drawdowns
BNUEX vs. PCLCX - Drawdown Comparison
The maximum BNUEX drawdown since its inception was -61.03%, roughly equal to the maximum PCLCX drawdown of -63.98%. Use the drawdown chart below to compare losses from any high point for BNUEX and PCLCX.
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Drawdown Indicators
| BNUEX | PCLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -63.98% | +2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -17.06% | +7.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.71% | -21.26% | +5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -30.38% | -38.81% | +8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -38.81% | +2.74% |
Current DrawdownCurrent decline from peak | 0.00% | -8.38% | +8.38% |
Average DrawdownAverage peak-to-trough decline | -11.99% | -20.26% | +8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 6.07% | -3.61% |
Volatility
BNUEX vs. PCLCX - Volatility Comparison
The current volatility for UBS International Sustainable Equity Fund (BNUEX) is 3.21%, while PACE Large Co Growth Equity Investments (PCLCX) has a volatility of 7.29%. This indicates that BNUEX experiences smaller price fluctuations and is considered to be less risky than PCLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNUEX | PCLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 7.29% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 10.27% | 13.90% | -3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.23% | 17.08% | -3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | 37.17% | -21.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.73% | 31.09% | -15.36% |
BNUEX vs. PCLCX - Expense Ratio Comparison
BNUEX has a 1.00% expense ratio, which is higher than PCLCX's 0.88% expense ratio.
Dividends
BNUEX vs. PCLCX - Dividend Comparison
BNUEX's dividend yield for the trailing twelve months is around 1.77%, less than PCLCX's 21.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | 1.77% | 1.94% | 1.64% | 0.85% | 14.17% | 9.87% | 1.30% | 1.43% | 1.99% | 1.38% | 2.37% | 1.31% |
PCLCX PACE Large Co Growth Equity Investments | 21.46% | 20.66% | 11.94% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.30% | 17.60% |
Frequently Asked Questions
BNUEX and PCLCX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCLCX has higher volatility (7.29%) compared to BNUEX (3.21%). In terms of maximum drawdown, BNUEX dropped -61.03% vs PCLCX's -63.98%.
BNUEX currently has the higher Sharpe Ratio (1.71 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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