BNUEX vs. PCSVX
Compare and contrast key facts about UBS International Sustainable Equity Fund (BNUEX) and PACE Small/Medium Co Value Equity Investments (PCSVX).
BNUEX is managed by UBS. It was launched on Aug 31, 1993. PCSVX is managed by UBS. It was launched on Aug 24, 1995.
Performance
BNUEX vs. PCSVX - Performance Comparison
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BNUEX vs. PCSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | -4.27% | 29.10% | 6.62% | 15.40% | -14.08% | 3.24% | 12.95% | 22.61% | -16.73% | 31.21% |
PCSVX PACE Small/Medium Co Value Equity Investments | -0.12% | 4.33% | 6.24% | 12.57% | -13.44% | 25.68% | 12.13% | 25.80% | -16.67% | 9.48% |
Returns By Period
In the year-to-date period, BNUEX achieves a -4.27% return, which is significantly lower than PCSVX's -0.12% return. Over the past 10 years, BNUEX has outperformed PCSVX with an annualized return of 8.05%, while PCSVX has yielded a comparatively lower 7.48% annualized return.
BNUEX
- 1D
- 1.00%
- 1M
- -9.15%
- YTD
- -4.27%
- 6M
- 1.22%
- 1Y
- 17.82%
- 3Y*
- 12.40%
- 5Y*
- 5.80%
- 10Y*
- 8.05%
PCSVX
- 1D
- -0.63%
- 1M
- -8.44%
- YTD
- -0.12%
- 6M
- 1.96%
- 1Y
- 12.36%
- 3Y*
- 7.51%
- 5Y*
- 2.89%
- 10Y*
- 7.48%
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BNUEX vs. PCSVX - Expense Ratio Comparison
BNUEX has a 1.00% expense ratio, which is lower than PCSVX's 1.02% expense ratio.
Return for Risk
BNUEX vs. PCSVX — Risk / Return Rank
BNUEX
PCSVX
BNUEX vs. PCSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS International Sustainable Equity Fund (BNUEX) and PACE Small/Medium Co Value Equity Investments (PCSVX). 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.
| BNUEX | PCSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.61 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.02 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.62 | +0.37 |
Martin ratioReturn relative to average drawdown | 4.67 | 2.31 | +2.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BNUEX | PCSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.61 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.13 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.33 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.36 | -0.05 |
Correlation
The correlation between BNUEX and PCSVX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BNUEX vs. PCSVX - Dividend Comparison
BNUEX's dividend yield for the trailing twelve months is around 2.03%, less than PCSVX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | 2.03% | 1.94% | 1.64% | 0.85% | 14.17% | 9.87% | 1.30% | 1.43% | 1.99% | 1.38% | 2.37% | 1.31% |
PCSVX PACE Small/Medium Co Value Equity Investments | 3.55% | 3.54% | 18.45% | 0.69% | 22.49% | 16.23% | 0.61% | 0.83% | 7.14% | 11.82% | 2.62% | 11.87% |
Drawdowns
BNUEX vs. PCSVX - Drawdown Comparison
The maximum BNUEX drawdown since its inception was -61.03%, roughly equal to the maximum PCSVX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for BNUEX and PCSVX.
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Drawdown Indicators
| BNUEX | PCSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -62.95% | +1.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -15.21% | +3.51% |
Max Drawdown (5Y)Largest decline over 5 years | -30.49% | -34.96% | +4.47% |
Max Drawdown (10Y)Largest decline over 10 years | -36.07% | -46.65% | +10.58% |
Current DrawdownCurrent decline from peak | -9.15% | -15.18% | +6.03% |
Average DrawdownAverage peak-to-trough decline | -12.10% | -10.61% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 4.42% | -1.12% |
Volatility
BNUEX vs. PCSVX - Volatility Comparison
UBS International Sustainable Equity Fund (BNUEX) has a higher volatility of 5.43% compared to PACE Small/Medium Co Value Equity Investments (PCSVX) at 4.85%. This indicates that BNUEX's price experiences larger fluctuations and is considered to be riskier than PCSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNUEX | PCSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 4.85% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 11.58% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.78% | 22.51% | -5.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.32% | 22.35% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.04% | 22.96% | -6.92% |