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EMPTX vs. PCMNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EMPTX vs. PCMNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS Emerging Markets Equity Opportunity Fund (EMPTX) and PACE Municipal Fixed Income Investments (PCMNX). The values are adjusted to include any dividend payments, if applicable.

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EMPTX vs. PCMNX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
EMPTX
UBS Emerging Markets Equity Opportunity Fund
-0.19%43.82%2.51%8.92%-25.38%-9.36%24.79%14.98%0.55%
PCMNX
PACE Municipal Fixed Income Investments
-0.51%4.52%0.85%5.54%-7.30%0.70%4.63%7.32%1.61%

Returns By Period

In the year-to-date period, EMPTX achieves a -0.19% return, which is significantly higher than PCMNX's -0.51% return.


EMPTX

1D
-0.94%
1M
-14.50%
YTD
-0.19%
6M
5.92%
1Y
34.87%
3Y*
15.95%
5Y*
1.51%
10Y*

PCMNX

1D
0.08%
1M
-2.61%
YTD
-0.51%
6M
1.18%
1Y
4.40%
3Y*
2.64%
5Y*
0.75%
10Y*
1.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EMPTX vs. PCMNX - Expense Ratio Comparison

EMPTX has a 0.19% expense ratio, which is lower than PCMNX's 0.57% expense ratio.


Return for Risk

EMPTX vs. PCMNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EMPTX
EMPTX Risk / Return Rank: 8989
Overall Rank
EMPTX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
EMPTX Sortino Ratio Rank: 8888
Sortino Ratio Rank
EMPTX Omega Ratio Rank: 8787
Omega Ratio Rank
EMPTX Calmar Ratio Rank: 8989
Calmar Ratio Rank
EMPTX Martin Ratio Rank: 8888
Martin Ratio Rank

PCMNX
PCMNX Risk / Return Rank: 5454
Overall Rank
PCMNX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
PCMNX Sortino Ratio Rank: 6969
Sortino Ratio Rank
PCMNX Omega Ratio Rank: 8888
Omega Ratio Rank
PCMNX Calmar Ratio Rank: 2020
Calmar Ratio Rank
PCMNX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EMPTX vs. PCMNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS Emerging Markets Equity Opportunity Fund (EMPTX) and PACE Municipal Fixed Income Investments (PCMNX). 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.


EMPTXPCMNXDifference

Sharpe ratio

Return per unit of total volatility

1.91

1.31

+0.60

Sortino ratio

Return per unit of downside risk

2.44

1.72

+0.72

Omega ratio

Gain probability vs. loss probability

1.37

1.38

-0.01

Calmar ratio

Return relative to maximum drawdown

2.43

0.58

+1.85

Martin ratio

Return relative to average drawdown

9.59

1.91

+7.68

EMPTX vs. PCMNX - Sharpe Ratio Comparison

The current EMPTX Sharpe Ratio is 1.91, which is higher than the PCMNX Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of EMPTX and PCMNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EMPTXPCMNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

1.31

+0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

0.25

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

1.25

-0.94

Correlation

The correlation between EMPTX and PCMNX is 0.05, 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

EMPTX vs. PCMNX - Dividend Comparison

EMPTX's dividend yield for the trailing twelve months is around 1.92%, less than PCMNX's 2.82% yield.


TTM20252024202320222021202020192018201720162015
EMPTX
UBS Emerging Markets Equity Opportunity Fund
1.92%1.91%3.40%3.20%3.84%11.93%1.50%2.75%0.54%0.00%0.00%0.00%
PCMNX
PACE Municipal Fixed Income Investments
2.82%2.49%2.58%2.37%2.30%2.38%2.47%3.41%3.11%2.89%3.33%3.23%

Drawdowns

EMPTX vs. PCMNX - Drawdown Comparison

The maximum EMPTX drawdown since its inception was -46.03%, which is greater than PCMNX's maximum drawdown of -11.62%. Use the drawdown chart below to compare losses from any high point for EMPTX and PCMNX.


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Drawdown Indicators


EMPTXPCMNXDifference

Max Drawdown

Largest peak-to-trough decline

-46.03%

-11.62%

-34.41%

Max Drawdown (1Y)

Largest decline over 1 year

-14.50%

-3.78%

-10.72%

Max Drawdown (5Y)

Largest decline over 5 years

-41.73%

-11.62%

-30.11%

Max Drawdown (10Y)

Largest decline over 10 years

-11.62%

Current Drawdown

Current decline from peak

-14.50%

-2.61%

-11.89%

Average Drawdown

Average peak-to-trough decline

-18.72%

-1.39%

-17.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.87%

1.32%

+2.55%

Volatility

EMPTX vs. PCMNX - Volatility Comparison

UBS Emerging Markets Equity Opportunity Fund (EMPTX) has a higher volatility of 8.90% compared to PACE Municipal Fixed Income Investments (PCMNX) at 1.00%. This indicates that EMPTX's price experiences larger fluctuations and is considered to be riskier than PCMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMPTXPCMNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.90%

1.00%

+7.90%

Volatility (6M)

Calculated over the trailing 6-month period

13.64%

1.46%

+12.18%

Volatility (1Y)

Calculated over the trailing 1-year period

18.77%

3.85%

+14.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.85%

3.04%

+15.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.21%

3.34%

+15.87%