PCEMX vs. PCSVX
Compare and contrast key facts about PACE International Emerging Markets Equity Investments (PCEMX) and PACE Small/Medium Co Value Equity Investments (PCSVX).
PCEMX is managed by UBS. It was launched on Aug 23, 1995. PCSVX is managed by UBS. It was launched on Aug 24, 1995.
Performance
PCEMX vs. PCSVX - Performance Comparison
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PCEMX vs. PCSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCEMX PACE International Emerging Markets Equity Investments | 0.24% | 36.75% | 4.15% | 10.33% | -18.97% | -1.79% | 20.13% | 19.01% | -16.42% | 34.14% |
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, PCEMX achieves a 0.24% return, which is significantly higher than PCSVX's -0.12% return. Both investments have delivered pretty close results over the past 10 years, with PCEMX having a 7.49% annualized return and PCSVX not far behind at 7.48%.
PCEMX
- 1D
- -0.99%
- 1M
- -14.42%
- YTD
- 0.24%
- 6M
- 4.50%
- 1Y
- 32.08%
- 3Y*
- 14.19%
- 5Y*
- 3.97%
- 10Y*
- 7.49%
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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PCEMX vs. PCSVX - Expense Ratio Comparison
PCEMX has a 1.20% expense ratio, which is higher than PCSVX's 1.02% expense ratio.
Return for Risk
PCEMX vs. PCSVX — Risk / Return Rank
PCEMX
PCSVX
PCEMX vs. PCSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE International Emerging Markets Equity Investments (PCEMX) 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.
| PCEMX | PCSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 0.61 | +1.21 |
Sortino ratioReturn per unit of downside risk | 2.31 | 1.02 | +1.29 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.14 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 0.62 | +1.72 |
Martin ratioReturn relative to average drawdown | 8.95 | 2.31 | +6.64 |
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
| PCEMX | PCSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 0.61 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.13 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.33 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.36 | -0.13 |
Correlation
The correlation between PCEMX and PCSVX is 0.54, 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
PCEMX vs. PCSVX - Dividend Comparison
PCEMX's dividend yield for the trailing twelve months is around 4.89%, more than PCSVX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCEMX PACE International Emerging Markets Equity Investments | 4.89% | 4.91% | 1.22% | 1.44% | 2.52% | 11.70% | 1.10% | 1.04% | 1.84% | 1.16% | 1.09% | 1.09% |
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
PCEMX vs. PCSVX - Drawdown Comparison
The maximum PCEMX drawdown since its inception was -65.32%, roughly equal to the maximum PCSVX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for PCEMX and PCSVX.
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Drawdown Indicators
| PCEMX | PCSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.32% | -62.95% | -2.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.42% | -15.21% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -36.66% | -34.96% | -1.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.17% | -46.65% | +7.48% |
Current DrawdownCurrent decline from peak | -14.42% | -15.18% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -20.98% | -10.61% | -10.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 4.42% | -0.60% |
Volatility
PCEMX vs. PCSVX - Volatility Comparison
PACE International Emerging Markets Equity Investments (PCEMX) has a higher volatility of 8.92% compared to PACE Small/Medium Co Value Equity Investments (PCSVX) at 4.85%. This indicates that PCEMX'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
| PCEMX | PCSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 4.85% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 11.58% | +1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 22.51% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.07% | 22.35% | -5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.29% | 22.96% | -5.67% |