DVRUX vs. PCSIX
Compare and contrast key facts about UBS US Dividend Ruler Fund (DVRUX) and PACE Strategic Fixed Income Investments (PCSIX).
DVRUX is managed by UBS. It was launched on Jul 8, 2020. PCSIX is managed by UBS. It was launched on Aug 24, 1995.
Performance
DVRUX vs. PCSIX - Performance Comparison
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DVRUX vs. PCSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
DVRUX UBS US Dividend Ruler Fund | -1.76% | 16.53% | 20.96% | 13.56% | -6.94% | 23.26% | 15.34% |
PCSIX PACE Strategic Fixed Income Investments | -0.19% | 7.36% | 3.62% | 8.02% | -13.84% | -0.71% | 2.67% |
Returns By Period
In the year-to-date period, DVRUX achieves a -1.76% return, which is significantly lower than PCSIX's -0.19% return.
DVRUX
- 1D
- 2.51%
- 1M
- -5.15%
- YTD
- -1.76%
- 6M
- -2.86%
- 1Y
- 16.70%
- 3Y*
- 15.40%
- 5Y*
- 10.96%
- 10Y*
- —
PCSIX
- 1D
- 0.26%
- 1M
- -1.49%
- YTD
- -0.19%
- 6M
- 0.68%
- 1Y
- 4.49%
- 3Y*
- 5.12%
- 5Y*
- 1.11%
- 10Y*
- 2.65%
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DVRUX vs. PCSIX - Expense Ratio Comparison
DVRUX has a 0.50% expense ratio, which is lower than PCSIX's 0.66% expense ratio.
Return for Risk
DVRUX vs. PCSIX — Risk / Return Rank
DVRUX
PCSIX
DVRUX vs. PCSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Dividend Ruler Fund (DVRUX) and PACE Strategic Fixed Income Investments (PCSIX). 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.
| DVRUX | PCSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.26 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.82 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.61 | -0.54 |
Martin ratioReturn relative to average drawdown | 4.41 | 5.48 | -1.08 |
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
| DVRUX | PCSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.26 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.21 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 1.03 | -0.09 |
Correlation
The correlation between DVRUX and PCSIX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DVRUX vs. PCSIX - Dividend Comparison
DVRUX's dividend yield for the trailing twelve months is around 7.93%, more than PCSIX's 5.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVRUX UBS US Dividend Ruler Fund | 7.93% | 7.79% | 5.17% | 2.94% | 2.49% | 2.82% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PCSIX PACE Strategic Fixed Income Investments | 5.28% | 4.76% | 5.66% | 5.03% | 3.47% | 3.71% | 5.62% | 3.50% | 3.39% | 2.66% | 4.23% | 3.55% |
Drawdowns
DVRUX vs. PCSIX - Drawdown Comparison
The maximum DVRUX drawdown since its inception was -19.06%, roughly equal to the maximum PCSIX drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for DVRUX and PCSIX.
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Drawdown Indicators
| DVRUX | PCSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.06% | -18.54% | -0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -2.70% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -19.06% | -18.54% | -0.52% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.54% | — |
Current DrawdownCurrent decline from peak | -5.84% | -1.82% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -2.48% | -1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 0.82% | +2.08% |
Volatility
DVRUX vs. PCSIX - Volatility Comparison
UBS US Dividend Ruler Fund (DVRUX) has a higher volatility of 4.57% compared to PACE Strategic Fixed Income Investments (PCSIX) at 1.49%. This indicates that DVRUX's price experiences larger fluctuations and is considered to be riskier than PCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVRUX | PCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.57% | 1.49% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.37% | 2.40% | +5.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 4.16% | +12.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 5.45% | +9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 4.83% | +9.96% |