PCLCX vs. BNUEX
PCLCX (PACE Large Co Growth Equity Investments) and BNUEX (UBS International Sustainable Equity Fund) are both mutual funds - PCLCX is a Large Cap Growth Equities fund managed by UBS, while BNUEX is a Foreign Large Cap Equities fund managed by UBS. Over the past 10 years, PCLCX returned 13.53%/yr vs 8.97%/yr for BNUEX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. PCLCX charges 0.88%/yr vs 1.00%/yr for BNUEX.
Performance
PCLCX vs. BNUEX - Performance Comparison
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Returns By Period
In the year-to-date period, PCLCX achieves a -3.77% return, which is significantly lower than BNUEX's 9.72% return. Over the past 10 years, PCLCX has outperformed BNUEX with an annualized return of 13.53%, while BNUEX has yielded a comparatively lower 8.97% annualized return.
PCLCX
- 1D
- 3.33%
- 1M
- -3.71%
- 6M
- -1.68%
- YTD
- -3.77%
- 1Y
- -0.40%
- 3Y*
- 12.75%
- 5Y*
- 6.68%
- 10Y*
- 13.53%
- ALL TIME*
- 8.91%
BNUEX
- 1D
- 1.61%
- 1M
- 2.36%
- 6M
- 7.18%
- YTD
- 9.72%
- 1Y
- 22.31%
- 3Y*
- 14.58%
- 5Y*
- 8.17%
- 10Y*
- 8.97%
- ALL TIME*
- 5.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PCLCX vs. BNUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCLCX PACE Large Co Growth Equity Investments | -3.77% | 9.86% | 28.05% | 35.17% | -28.18% | 20.18% | 39.70% | 31.99% | -3.18% | 29.89% |
BNUEX UBS International Sustainable Equity Fund | 9.72% | 29.10% | 6.62% | 15.40% | -14.08% | 3.24% | 12.95% | 22.61% | -16.73% | 31.21% |
Correlation
The correlation between PCLCX and BNUEX is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1995 | 0.58 |
The correlation between PCLCX and BNUEX has been stable across timeframes, ranging from 0.54 to 0.63 - a consistent structural relationship.
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Return for Risk
PCLCX vs. BNUEX — Risk / Return Rank
PCLCX
BNUEX
PCLCX vs. BNUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Large Co Growth Equity Investments (PCLCX) and UBS International Sustainable Equity Fund (BNUEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PCLCX | BNUEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.31 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.25 | -2.27 |
| Martin ratioReturn relative to average drawdown | -0.04 | 9.07 | -9.11 |
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Drawdowns
PCLCX vs. BNUEX - Drawdown Comparison
The maximum PCLCX drawdown since its inception was -63.98%, roughly equal to the maximum BNUEX drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for PCLCX and BNUEX.
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Drawdown Indicators
| PCLCX | BNUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.98% | -61.03% | -2.95% |
Max Drawdown (1Y)Largest decline over 1 year | -17.06% | -10.04% | -7.02% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -15.71% | -5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -38.81% | -30.38% | -8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -38.81% | -36.07% | -2.74% |
Current DrawdownCurrent decline from peak | -8.38% | 0.00% | -8.38% |
Average DrawdownAverage peak-to-trough decline | -20.26% | -11.99% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.07% | 2.46% | +3.61% |
Volatility
PCLCX vs. BNUEX - Volatility Comparison
PACE Large Co Growth Equity Investments (PCLCX) has a higher volatility of 7.29% compared to UBS International Sustainable Equity Fund (BNUEX) at 3.21%. This indicates that PCLCX's price experiences larger fluctuations and is considered to be riskier than BNUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCLCX | BNUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 3.21% | +4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 10.27% | +3.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.08% | 13.23% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.17% | 15.44% | +21.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.09% | 15.73% | +15.36% |
PCLCX vs. BNUEX - Expense Ratio Comparison
PCLCX has a 0.88% expense ratio, which is lower than BNUEX's 1.00% expense ratio.
Dividends
PCLCX vs. BNUEX - Dividend Comparison
PCLCX's dividend yield for the trailing twelve months is around 21.46%, more than BNUEX's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNUEX UBS International Sustainable Equity Fund | 1.77% | 1.94% | 1.64% | 0.85% | 14.17% | 9.87% | 1.30% | 1.43% | 1.99% | 1.38% | 2.37% | 1.31% |
PCLCX PACE Large Co Growth Equity Investments | 21.46% | 20.66% | 11.94% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.30% | 17.60% |
Frequently Asked Questions
PCLCX and BNUEX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCLCX has higher volatility (7.29%) compared to BNUEX (3.21%). In terms of maximum drawdown, PCLCX dropped -63.98% vs BNUEX's -61.03%.
BNUEX currently has the higher Sharpe Ratio (1.71 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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