PCSGX vs. DOT-USD

Last updated Apr 2, 2026

Compare and contrast key facts about PACE Small/Medium Co Growth Equity Investments (PCSGX) and Polkadot (DOT-USD).

PCSGX is managed by UBS. It was launched on Aug 24, 1995.

Performance

PCSGX vs. DOT-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PACE Small/Medium Co Growth Equity Investments (PCSGX) and Polkadot (DOT-USD). The values are adjusted to include any dividend payments, if applicable.

PCSGX vs. DOT-USD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
PCSGX PACE Small/Medium Co Growth Equity Investments	-6.14%	2.00%	12.20%	15.89%	-26.58%	1.87%
DOT-USD Polkadot	-29.43%	-73.03%	-22.95%	96.80%	-84.73%	24.18%

Returns By Period

In the year-to-date period, PCSGX achieves a -6.14% return, which is significantly higher than DOT-USD's -29.43% return.

PCSGX

• 1D: 3.90%
• 1M: -6.66%
• YTD: -6.14%
• 6M: -5.46%
• 1Y: 7.87%
• 3Y*: 5.16%
• 5Y*: -1.07%
• 10Y*: 9.45%

DOT-USD

• 1D: 0.72%
• 1M: -16.43%
• YTD: -29.43%
• 6M: -69.45%
• 1Y: -69.77%
• 3Y*: -41.87%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PCSGX vs. DOT-USD — Risk / Return Rank

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

PCSGX

PCSGX Risk / Return Rank: 9
PCSGX Sharpe Ratio Rank: 10
PCSGX Sortino Ratio Rank: 12
PCSGX Omega Ratio Rank: 10
PCSGX Calmar Ratio Rank: 7
PCSGX Martin Ratio Rank: 7

DOT-USD

DOT-USD Risk / Return Rank: 20
DOT-USD Sharpe Ratio Rank: 20
DOT-USD Sortino Ratio Rank: 16
DOT-USD Omega Ratio Rank: 19
DOT-USD Calmar Ratio Rank: 24
DOT-USD Martin Ratio Rank: 23

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.

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.

	PCSGX	DOT-USD	Difference
Sharpe ratio Return per unit of total volatility	0.36	-0.79	+1.15
Sortino ratio Return per unit of downside risk	0.71	-1.40	+2.11
Omega ratio Gain probability vs. loss probability	1.09	0.87	+0.22
Calmar ratio Return relative to maximum drawdown	0.22	-1.13	+1.35
Martin ratio Return relative to average drawdown	0.77	-1.74	+2.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PCSGX vs. DOT-USD - Sharpe Ratio Comparison

The current PCSGX Sharpe Ratio is 0.36, which is higher than the DOT-USD Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of PCSGX and DOT-USD, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PCSGX	DOT-USD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.36	-0.79	+1.15
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.05	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.42	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	-0.51	+0.86

Correlation

The correlation between PCSGX and DOT-USD is 0.09, 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.

Drawdowns

PCSGX vs. DOT-USD - Drawdown Comparison

The maximum PCSGX drawdown since its inception was -74.84%, smaller than the maximum DOT-USD drawdown of -97.70%. Use the drawdown chart below to compare losses from any high point for PCSGX and DOT-USD.

Drawdown Indicators

	PCSGX	DOT-USD	Difference
Max Drawdown Largest peak-to-trough decline	-74.84%	-97.70%	+22.86%
Max Drawdown (1Y) Largest decline over 1 year	-13.48%	-76.67%	+63.19%
Max Drawdown (5Y) Largest decline over 5 years	-37.48%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.35%	—	—
Current Drawdown Current decline from peak	-15.69%	-97.66%	+81.97%
Average Drawdown Average peak-to-trough decline	-23.05%	-80.32%	+57.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.61%	47.23%	-42.62%

Volatility

PCSGX vs. DOT-USD - Volatility Comparison

The current volatility for PACE Small/Medium Co Growth Equity Investments (PCSGX) is 7.73%, while Polkadot (DOT-USD) has a volatility of 17.60%. 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.

Volatility by Period

	PCSGX	DOT-USD	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.73%	17.60%	-9.87%
Volatility (6M) Calculated over the trailing 6-month period	14.93%	70.68%	-55.75%
Volatility (1Y) Calculated over the trailing 1-year period	23.85%	73.59%	-49.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.83%	73.59%	-50.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.80%	73.59%	-50.79%