PCSGX vs. DOT-USD
PCSGX (PACE Small/Medium Co Growth Equity Investments) is Small Cap Growth Equities fund managed by UBS, while DOT-USD (Polkadot) is a cryptocurrency. Over the past 5 years, PCSGX returned 2.41%/yr vs -42.42%/yr for DOT-USD. At a 0.09 correlation, their price movements are largely independent.
Performance
PCSGX vs. DOT-USD - Performance Comparison
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Returns By Period
In the year-to-date period, PCSGX achieves a 15.60% return, which is significantly higher than DOT-USD's -48.91% return.
PCSGX
- 1D
- 0.12%
- 1M
- 4.88%
- YTD
- 15.60%
- 6M
- 13.33%
- 1Y
- 25.81%
- 3Y*
- 12.12%
- 5Y*
- 2.41%
- 10Y*
- 11.68%
DOT-USD
- 1D
- -2.35%
- 1M
- -26.67%
- YTD
- -48.91%
- 6M
- -48.21%
- 1Y
- -73.29%
- 3Y*
- -44.00%
- 5Y*
- -42.42%
- 10Y*
- —
PCSGX vs. DOT-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | 15.60% | 2.00% | 12.20% | 15.89% | -26.58% | 1.27% |
DOT-USD Polkadot | -48.91% | -73.03% | -22.95% | 96.80% | -84.73% | 19.21% |
Correlation
The correlation between PCSGX and DOT-USD is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2021 | 0.09 |
The correlation between PCSGX and DOT-USD shifts across timeframes, from 0.09 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PCSGX vs. DOT-USD — Risk / Return Rank
PCSGX
DOT-USD
PCSGX vs. DOT-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Growth Equity Investments (PCSGX) and Polkadot (DOT-USD). 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.
| PCSGX | DOT-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.32 | ||
| Sortino ratioReturn per unit of downside risk | +3.90 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.84 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | -0.92 | +3.13 |
| Martin ratioReturn relative to average drawdown | 7.93 | -1.38 | +9.31 |
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Drawdowns
PCSGX vs. DOT-USD - Drawdown Comparison
The maximum PCSGX drawdown since its inception was -56.32%, smaller than the maximum DOT-USD drawdown of -98.31%. Use the drawdown chart below to compare losses from any high point for PCSGX and DOT-USD.
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Drawdown Indicators
| PCSGX | DOT-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.32% | -98.31% | +41.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -79.95% | +66.47% |
Max Drawdown (3Y)Largest decline over 3 years | -27.64% | -92.10% | +64.46% |
Max Drawdown (5Y)Largest decline over 5 years | -37.48% | -98.31% | +60.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -98.31% | +98.31% |
Average DrawdownAverage peak-to-trough decline | -12.39% | -81.17% | +68.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 50.42% | -46.78% |
Volatility
PCSGX vs. DOT-USD - Volatility Comparison
The current volatility for PACE Small/Medium Co Growth Equity Investments (PCSGX) is 6.89%, while Polkadot (DOT-USD) has a volatility of 16.01%. This indicates that PCSGX experiences smaller price fluctuations and is considered to be less risky than DOT-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSGX | DOT-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 16.01% | -9.12% |
Volatility (6M)Calculated over the trailing 6-month period | 15.00% | 57.79% | -42.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.41% | 71.26% | -50.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.00% | 72.07% | -49.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 72.61% | -49.71% |
Frequently Asked Questions
PCSGX and DOT-USD have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOT-USD has higher volatility (16.01%) compared to PCSGX (6.89%). In terms of maximum drawdown, PCSGX dropped -56.32% vs DOT-USD's -98.31%.
PCSGX currently has the higher Sharpe Ratio (1.46 vs -0.86), 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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