PCSIX vs. PCLCX
PCSIX (PACE Strategic Fixed Income Investments) and PCLCX (PACE Large Co Growth Equity Investments) are both mutual funds - PCSIX is a Intermediate Core-Plus Bond fund managed by UBS, while PCLCX is a Large Cap Growth Equities fund managed by UBS. Over the past 10 years, PCSIX returned 2.26%/yr vs 13.53%/yr for PCLCX. Their -0.08 correlation means they have often moved in opposite directions in the past. PCSIX charges 0.66%/yr vs 0.88%/yr for PCLCX.
Performance
PCSIX vs. PCLCX - Performance Comparison
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Returns By Period
In the year-to-date period, PCSIX achieves a -0.46% return, which is significantly higher than PCLCX's -3.77% return. Over the past 10 years, PCSIX has underperformed PCLCX with an annualized return of 2.26%, while PCLCX has yielded a comparatively higher 13.53% annualized return.
PCSIX
- 1D
- -0.09%
- 1M
- -0.94%
- 6M
- -0.80%
- YTD
- -0.46%
- 1Y
- 2.93%
- 3Y*
- 4.92%
- 5Y*
- 0.42%
- 10Y*
- 2.26%
- ALL TIME*
- 5.00%
PCLCX
- 1D
- 3.33%
- 1M
- -3.71%
- 6M
- -1.68%
- YTD
- -3.77%
- 1Y
- -0.40%
- 3Y*
- 12.75%
- 5Y*
- 6.68%
- 10Y*
- 13.53%
- ALL TIME*
- 8.91%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PCSIX vs. PCLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSIX PACE Strategic Fixed Income Investments | -0.46% | 7.36% | 3.62% | 8.02% | -13.84% | -0.71% | 9.38% | 10.37% | -1.17% | 5.46% |
PCLCX PACE Large Co Growth Equity Investments | -3.77% | 9.86% | 28.05% | 35.17% | -28.18% | 20.18% | 39.70% | 31.99% | -3.18% | 29.89% |
Correlation
The correlation between PCSIX and PCLCX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.20 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1995 | -0.08 |
The correlation between PCSIX and PCLCX shifts across timeframes, from -0.08 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PCSIX vs. PCLCX — Risk / Return Rank
PCSIX
PCLCX
PCSIX vs. PCLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Strategic Fixed Income Investments (PCSIX) and PACE Large Co Growth Equity Investments (PCLCX). 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.
| PCSIX | PCLCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.01 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.25 | -0.02 | +1.27 |
| Martin ratioReturn relative to average drawdown | 3.20 | -0.04 | +3.24 |
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Drawdowns
PCSIX vs. PCLCX - Drawdown Comparison
The maximum PCSIX drawdown since its inception was -18.54%, smaller than the maximum PCLCX drawdown of -63.98%. Use the drawdown chart below to compare losses from any high point for PCSIX and PCLCX.
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Drawdown Indicators
| PCSIX | PCLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.54% | -63.98% | +45.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.57% | -17.06% | +14.49% |
Max Drawdown (3Y)Largest decline over 3 years | -4.51% | -21.26% | +16.75% |
Max Drawdown (5Y)Largest decline over 5 years | -18.54% | -38.81% | +20.27% |
Max Drawdown (10Y)Largest decline over 10 years | -18.54% | -38.81% | +20.27% |
Current DrawdownCurrent decline from peak | -2.08% | -8.38% | +6.30% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -20.26% | +17.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 6.07% | -5.09% |
Volatility
PCSIX vs. PCLCX - Volatility Comparison
The current volatility for PACE Strategic Fixed Income Investments (PCSIX) is 0.85%, while PACE Large Co Growth Equity Investments (PCLCX) has a volatility of 7.29%. This indicates that PCSIX experiences smaller price fluctuations and is considered to be less risky than PCLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSIX | PCLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 7.29% | -6.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 13.90% | -11.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 17.08% | -13.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.48% | 37.17% | -31.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 31.09% | -26.24% |
PCSIX vs. PCLCX - Expense Ratio Comparison
PCSIX has a 0.66% expense ratio, which is lower than PCLCX's 0.88% expense ratio.
Dividends
PCSIX vs. PCLCX - Dividend Comparison
PCSIX's dividend yield for the trailing twelve months is around 4.81%, less than PCLCX's 21.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCLCX PACE Large Co Growth Equity Investments | 21.46% | 20.66% | 11.94% | 2.09% | 60.17% | 22.81% | 18.38% | 16.53% | 22.05% | 10.32% | 3.30% | 17.60% |
PCSIX PACE Strategic Fixed Income Investments | 4.81% | 4.76% | 5.66% | 5.03% | 3.47% | 3.71% | 5.62% | 3.50% | 3.39% | 2.66% | 4.23% | 3.55% |
Frequently Asked Questions
PCSIX and PCLCX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PCLCX has higher volatility (7.29%) compared to PCSIX (0.85%). In terms of maximum drawdown, PCSIX dropped -18.54% vs PCLCX's -63.98%.
PCSIX currently has the higher Sharpe Ratio (0.88 vs -0.02), 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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