PASIX vs. PCSGX
Compare and contrast key facts about PACE Alternative Strategies Investments (PASIX) and PACE Small/Medium Co Growth Equity Investments (PCSGX).
PASIX is managed by UBS. It was launched on Apr 9, 2006. PCSGX is managed by UBS. It was launched on Aug 24, 1995.
Performance
PASIX vs. PCSGX - Performance Comparison
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PASIX vs. PCSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PASIX PACE Alternative Strategies Investments | -0.69% | 7.47% | 6.56% | 4.97% | 0.22% | 2.60% | 9.48% | 6.08% | -5.41% | 3.71% |
PCSGX PACE Small/Medium Co Growth Equity Investments | -9.66% | 2.00% | 12.20% | 15.89% | -26.58% | 14.91% | 38.85% | 24.05% | 0.33% | 23.26% |
Returns By Period
In the year-to-date period, PASIX achieves a -0.69% return, which is significantly higher than PCSGX's -9.66% return. Over the past 10 years, PASIX has underperformed PCSGX with an annualized return of 3.43%, while PCSGX has yielded a comparatively higher 9.03% annualized return.
PASIX
- 1D
- -0.20%
- 1M
- -3.26%
- YTD
- -0.69%
- 6M
- 0.32%
- 1Y
- 5.82%
- 3Y*
- 6.29%
- 5Y*
- 3.98%
- 10Y*
- 3.43%
PCSGX
- 1D
- -1.58%
- 1M
- -9.66%
- YTD
- -9.66%
- 6M
- -9.00%
- 1Y
- 3.82%
- 3Y*
- 3.83%
- 5Y*
- -1.42%
- 10Y*
- 9.03%
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PASIX vs. PCSGX - Expense Ratio Comparison
PASIX has a 1.88% expense ratio, which is higher than PCSGX's 1.03% expense ratio.
Return for Risk
PASIX vs. PCSGX — Risk / Return Rank
PASIX
PCSGX
PASIX vs. PCSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Alternative Strategies Investments (PASIX) and PACE Small/Medium Co Growth Equity Investments (PCSGX). 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.
| PASIX | PCSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.20 | +1.14 |
Sortino ratioReturn per unit of downside risk | 1.89 | 0.47 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.06 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.06 | +1.77 |
Martin ratioReturn relative to average drawdown | 7.40 | -0.21 | +7.61 |
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
| PASIX | PCSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.20 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | -0.06 | +0.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.40 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Correlation
The correlation between PASIX and PCSGX is 0.70, 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
PASIX vs. PCSGX - Dividend Comparison
PASIX's dividend yield for the trailing twelve months is around 11.01%, more than PCSGX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PASIX PACE Alternative Strategies Investments | 11.01% | 10.93% | 7.96% | 3.57% | 2.42% | 6.45% | 4.82% | 0.00% | 2.89% | 0.00% | 0.00% | 2.14% |
PCSGX PACE Small/Medium Co Growth Equity Investments | 7.09% | 6.40% | 3.06% | 0.00% | 0.00% | 45.92% | 6.50% | 15.70% | 20.15% | 5.56% | 0.00% | 25.13% |
Drawdowns
PASIX vs. PCSGX - Drawdown Comparison
The maximum PASIX drawdown since its inception was -32.27%, smaller than the maximum PCSGX drawdown of -74.84%. Use the drawdown chart below to compare losses from any high point for PASIX and PCSGX.
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Drawdown Indicators
| PASIX | PCSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.27% | -74.84% | +42.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.36% | -13.48% | +10.12% |
Max Drawdown (5Y)Largest decline over 5 years | -5.22% | -37.48% | +32.26% |
Max Drawdown (10Y)Largest decline over 10 years | -10.50% | -39.35% | +28.85% |
Current DrawdownCurrent decline from peak | -3.36% | -18.85% | +15.49% |
Average DrawdownAverage peak-to-trough decline | -6.37% | -23.05% | +16.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 4.57% | -3.80% |
Volatility
PASIX vs. PCSGX - Volatility Comparison
The current volatility for PACE Alternative Strategies Investments (PASIX) is 2.26%, while PACE Small/Medium Co Growth Equity Investments (PCSGX) has a volatility of 6.48%. This indicates that PASIX experiences smaller price fluctuations and is considered to be less risky than PCSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PASIX | PCSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.26% | 6.48% | -4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 3.59% | 14.42% | -10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 23.56% | -19.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.01% | 22.77% | -17.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.01% | 22.77% | -17.76% |