PCSGX vs. PCSIX
Compare and contrast key facts about PACE Small/Medium Co Growth Equity Investments (PCSGX) and PACE Strategic Fixed Income Investments (PCSIX).
PCSGX is managed by UBS. It was launched on Aug 24, 1995. PCSIX is managed by UBS. It was launched on Aug 24, 1995.
Performance
PCSGX vs. PCSIX - Performance Comparison
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PCSGX vs. PCSIX - 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% |
PCSIX PACE Strategic Fixed Income Investments | -0.44% | 7.36% | 3.62% | 8.02% | -13.84% | -0.71% | 9.38% | 10.37% | -1.17% | 5.46% |
Returns By Period
In the year-to-date period, PCSGX achieves a -9.66% return, which is significantly lower than PCSIX's -0.44% return. Over the past 10 years, PCSGX has outperformed PCSIX with an annualized return of 9.03%, while PCSIX has yielded a comparatively lower 2.62% 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%
PCSIX
- 1D
- 0.52%
- 1M
- -2.07%
- YTD
- -0.44%
- 6M
- 0.59%
- 1Y
- 4.57%
- 3Y*
- 5.03%
- 5Y*
- 1.15%
- 10Y*
- 2.62%
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PCSGX vs. PCSIX - Expense Ratio Comparison
PCSGX has a 1.03% expense ratio, which is higher than PCSIX's 0.66% expense ratio.
Return for Risk
PCSGX vs. PCSIX — Risk / Return Rank
PCSGX
PCSIX
PCSGX vs. PCSIX - 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 Strategic Fixed Income Investments (PCSIX). 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 | PCSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 1.21 | -1.01 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.76 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.22 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 1.39 | -1.45 |
Martin ratioReturn relative to average drawdown | -0.21 | 4.77 | -4.99 |
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 | PCSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 1.21 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 0.21 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.55 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.03 | -0.68 |
Correlation
The correlation between PCSGX and PCSIX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PCSGX vs. PCSIX - Dividend Comparison
PCSGX's dividend yield for the trailing twelve months is around 7.09%, more than PCSIX's 5.29% 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% |
PCSIX PACE Strategic Fixed Income Investments | 5.29% | 4.76% | 5.66% | 5.03% | 3.47% | 3.71% | 5.62% | 3.50% | 3.39% | 2.66% | 4.23% | 3.55% |
Drawdowns
PCSGX vs. PCSIX - Drawdown Comparison
The maximum PCSGX drawdown since its inception was -74.84%, which is greater than PCSIX's maximum drawdown of -18.54%. Use the drawdown chart below to compare losses from any high point for PCSGX and PCSIX.
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Drawdown Indicators
| PCSGX | PCSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.84% | -18.54% | -56.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -2.70% | -10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -37.48% | -18.54% | -18.94% |
Max Drawdown (10Y)Largest decline over 10 years | -39.35% | -18.54% | -20.81% |
Current DrawdownCurrent decline from peak | -18.85% | -2.07% | -16.78% |
Average DrawdownAverage peak-to-trough decline | -23.05% | -2.48% | -20.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 0.81% | +3.76% |
Volatility
PCSGX vs. PCSIX - Volatility Comparison
PACE Small/Medium Co Growth Equity Investments (PCSGX) has a higher volatility of 6.48% compared to PACE Strategic Fixed Income Investments (PCSIX) at 1.47%. This indicates that PCSGX's price experiences larger fluctuations and is considered to be riskier than PCSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSGX | PCSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 1.47% | +5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 14.42% | 2.39% | +12.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.56% | 4.16% | +19.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.77% | 5.45% | +17.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.77% | 4.83% | +17.94% |