PCSGX vs. NCLEX
Compare and contrast key facts about PACE Small/Medium Co Growth Equity Investments (PCSGX) and Nicholas Limited Edition Fund (NCLEX).
PCSGX is managed by UBS. It was launched on Aug 24, 1995. NCLEX is managed by Nicholas. It was launched on May 18, 1987.
Performance
PCSGX vs. NCLEX - Performance Comparison
Loading graphics...
PCSGX vs. NCLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | -6.14% | 2.00% | 12.20% | 15.89% | -26.58% | 14.91% | 38.85% | 24.05% | 0.33% | 23.26% |
NCLEX Nicholas Limited Edition Fund | -13.00% | -10.41% | 11.91% | 17.17% | -23.71% | 19.07% | 22.67% | 27.36% | -0.94% | 19.93% |
Returns By Period
In the year-to-date period, PCSGX achieves a -6.14% return, which is significantly higher than NCLEX's -13.00% return. Over the past 10 years, PCSGX has outperformed NCLEX with an annualized return of 9.45%, while NCLEX has yielded a comparatively lower 6.82% annualized 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%
NCLEX
- 1D
- 1.71%
- 1M
- -8.10%
- YTD
- -13.00%
- 6M
- -15.05%
- 1Y
- -16.29%
- 3Y*
- -1.57%
- 5Y*
- -2.35%
- 10Y*
- 6.82%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCSGX vs. NCLEX - Expense Ratio Comparison
PCSGX has a 1.03% expense ratio, which is higher than NCLEX's 0.85% expense ratio.
Return for Risk
PCSGX vs. NCLEX — Risk / Return Rank
PCSGX
NCLEX
PCSGX vs. NCLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Growth Equity Investments (PCSGX) and Nicholas Limited Edition Fund (NCLEX). 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 | NCLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.36 | -0.79 | +1.15 |
Sortino ratioReturn per unit of downside risk | 0.71 | -1.07 | +1.78 |
Omega ratioGain probability vs. loss probability | 1.09 | 0.88 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | -0.73 | +0.95 |
Martin ratioReturn relative to average drawdown | 0.77 | -1.99 | +2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PCSGX | NCLEX | 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 | -0.12 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.36 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.50 | -0.16 |
Correlation
The correlation between PCSGX and NCLEX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCSGX vs. NCLEX - Dividend Comparison
PCSGX's dividend yield for the trailing twelve months is around 6.82%, less than NCLEX's 8.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | 6.82% | 6.40% | 3.06% | 0.00% | 0.00% | 45.92% | 6.50% | 15.70% | 20.15% | 5.56% | 0.00% | 25.13% |
NCLEX Nicholas Limited Edition Fund | 8.66% | 7.53% | 2.51% | 2.43% | 6.22% | 16.44% | 5.10% | 5.66% | 10.72% | 7.97% | 10.68% | 8.05% |
Drawdowns
PCSGX vs. NCLEX - Drawdown Comparison
The maximum PCSGX drawdown since its inception was -74.84%, which is greater than NCLEX's maximum drawdown of -48.68%. Use the drawdown chart below to compare losses from any high point for PCSGX and NCLEX.
Loading graphics...
Drawdown Indicators
| PCSGX | NCLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.84% | -48.68% | -26.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -21.36% | +7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -37.48% | -28.50% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -35.79% | -3.56% |
Current DrawdownCurrent decline from peak | -15.69% | -27.21% | +11.52% |
Average DrawdownAverage peak-to-trough decline | -23.05% | -8.21% | -14.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 7.84% | -3.23% |
Volatility
PCSGX vs. NCLEX - Volatility Comparison
PACE Small/Medium Co Growth Equity Investments (PCSGX) has a higher volatility of 7.73% compared to Nicholas Limited Edition Fund (NCLEX) at 5.11%. This indicates that PCSGX's price experiences larger fluctuations and is considered to be riskier than NCLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PCSGX | NCLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 5.11% | +2.62% |
Volatility (6M)Calculated over the trailing 6-month period | 14.93% | 12.33% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 19.73% | +4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 19.47% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 19.16% | +3.64% |