PCSGX vs. PASIX
Compare and contrast key facts about PACE Small/Medium Co Growth Equity Investments (PCSGX) and PACE Alternative Strategies Investments (PASIX).
PCSGX is managed by UBS. It was launched on Aug 24, 1995. PASIX is managed by UBS. It was launched on Apr 9, 2006.
Performance
PCSGX vs. PASIX - Performance Comparison
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PCSGX vs. PASIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | -9.66% | 2.00% | 12.20% | 15.89% | -26.58% | 14.91% | 38.85% | 24.05% | 0.33% | 23.26% |
PASIX PACE Alternative Strategies Investments | -0.69% | 7.47% | 6.56% | 4.97% | 0.22% | 2.60% | 9.48% | 6.08% | -5.41% | 3.71% |
Returns By Period
In the year-to-date period, PCSGX achieves a -9.66% return, which is significantly lower than PASIX's -0.69% return. Over the past 10 years, PCSGX has outperformed PASIX with an annualized return of 9.03%, while PASIX has yielded a comparatively lower 3.43% annualized return.
PCSGX
- 1D
- -1.58%
- 1M
- -9.66%
- YTD
- -9.66%
- 6M
- -9.00%
- 1Y
- 3.82%
- 3Y*
- 3.83%
- 5Y*
- -1.42%
- 10Y*
- 9.03%
PASIX
- 1D
- -0.20%
- 1M
- -3.26%
- YTD
- -0.69%
- 6M
- 0.32%
- 1Y
- 5.82%
- 3Y*
- 6.29%
- 5Y*
- 3.98%
- 10Y*
- 3.43%
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PCSGX vs. PASIX - Expense Ratio Comparison
PCSGX has a 1.03% expense ratio, which is lower than PASIX's 1.88% expense ratio.
Return for Risk
PCSGX vs. PASIX — Risk / Return Rank
PCSGX
PASIX
PCSGX vs. PASIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Growth Equity Investments (PCSGX) and PACE Alternative Strategies Investments (PASIX). 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 | PASIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.34 | -1.14 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.89 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.27 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 1.70 | -1.77 |
Martin ratioReturn relative to average drawdown | -0.21 | 7.40 | -7.61 |
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
| PCSGX | PASIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.34 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.80 | -0.87 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.69 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.35 | -0.01 |
Correlation
The correlation between PCSGX and PASIX is 0.70, 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
PCSGX vs. PASIX - Dividend Comparison
PCSGX's dividend yield for the trailing twelve months is around 7.09%, less than PASIX's 11.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSGX PACE Small/Medium Co Growth Equity Investments | 7.09% | 6.40% | 3.06% | 0.00% | 0.00% | 45.92% | 6.50% | 15.70% | 20.15% | 5.56% | 0.00% | 25.13% |
PASIX PACE Alternative Strategies Investments | 11.01% | 10.93% | 7.96% | 3.57% | 2.42% | 6.45% | 4.82% | 0.00% | 2.89% | 0.00% | 0.00% | 2.14% |
Drawdowns
PCSGX vs. PASIX - Drawdown Comparison
The maximum PCSGX drawdown since its inception was -74.84%, which is greater than PASIX's maximum drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for PCSGX and PASIX.
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Drawdown Indicators
| PCSGX | PASIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.84% | -32.27% | -42.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -3.36% | -10.12% |
Max Drawdown (5Y)Largest decline over 5 years | -37.48% | -5.22% | -32.26% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -10.50% | -28.85% |
Current DrawdownCurrent decline from peak | -18.85% | -3.36% | -15.49% |
Average DrawdownAverage peak-to-trough decline | -23.05% | -6.37% | -16.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 0.77% | +3.80% |
Volatility
PCSGX vs. PASIX - Volatility Comparison
PACE Small/Medium Co Growth Equity Investments (PCSGX) has a higher volatility of 6.48% compared to PACE Alternative Strategies Investments (PASIX) at 2.26%. This indicates that PCSGX's price experiences larger fluctuations and is considered to be riskier than PASIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSGX | PASIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 2.26% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 3.59% | +10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.56% | 4.46% | +19.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 5.01% | +17.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.77% | 5.01% | +17.76% |