PCSVX vs. HWSIX
Compare and contrast key facts about PACE Small/Medium Co Value Equity Investments (PCSVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX).
PCSVX is managed by UBS. It was launched on Aug 24, 1995. HWSIX is managed by Hotchkis & Wiley. It was launched on Sep 20, 1985.
Performance
PCSVX vs. HWSIX - Performance Comparison
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PCSVX vs. HWSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | -0.12% | 4.33% | 6.24% | 12.57% | -13.44% | 25.68% | 12.13% | 25.80% | -16.67% | 9.48% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 7.19% | 1.60% | 5.00% | 18.85% | 2.97% | 35.54% | -0.31% | 20.54% | -15.03% | 7.66% |
Returns By Period
In the year-to-date period, PCSVX achieves a -0.12% return, which is significantly lower than HWSIX's 7.19% return. Over the past 10 years, PCSVX has underperformed HWSIX with an annualized return of 7.48%, while HWSIX has yielded a comparatively higher 10.01% annualized return.
PCSVX
- 1D
- -0.63%
- 1M
- -8.44%
- YTD
- -0.12%
- 6M
- 1.96%
- 1Y
- 12.36%
- 3Y*
- 7.51%
- 5Y*
- 2.89%
- 10Y*
- 7.48%
HWSIX
- 1D
- -0.30%
- 1M
- -0.11%
- YTD
- 7.19%
- 6M
- 5.71%
- 1Y
- 16.85%
- 3Y*
- 9.76%
- 5Y*
- 9.23%
- 10Y*
- 10.01%
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PCSVX vs. HWSIX - Expense Ratio Comparison
PCSVX has a 1.02% expense ratio, which is lower than HWSIX's 1.06% expense ratio.
Return for Risk
PCSVX vs. HWSIX — Risk / Return Rank
PCSVX
HWSIX
PCSVX vs. HWSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Value Equity Investments (PCSVX) and Hotchkis & Wiley Small Cap Value Fund (HWSIX). 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.
| PCSVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.73 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.16 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.92 | -0.30 |
Martin ratioReturn relative to average drawdown | 2.31 | 3.44 | -1.13 |
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
| PCSVX | HWSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.73 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.43 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.41 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.44 | -0.08 |
Correlation
The correlation between PCSVX and HWSIX 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
PCSVX vs. HWSIX - Dividend Comparison
PCSVX's dividend yield for the trailing twelve months is around 3.55%, more than HWSIX's 0.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | 3.55% | 3.54% | 18.45% | 0.69% | 22.49% | 16.23% | 0.61% | 0.83% | 7.14% | 11.82% | 2.62% | 11.87% |
HWSIX Hotchkis & Wiley Small Cap Value Fund | 0.94% | 1.01% | 8.35% | 1.90% | 13.44% | 0.36% | 0.80% | 4.89% | 9.84% | 5.07% | 0.41% | 11.78% |
Drawdowns
PCSVX vs. HWSIX - Drawdown Comparison
The maximum PCSVX drawdown since its inception was -62.95%, smaller than the maximum HWSIX drawdown of -72.00%. Use the drawdown chart below to compare losses from any high point for PCSVX and HWSIX.
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Drawdown Indicators
| PCSVX | HWSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -72.00% | +9.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -16.44% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -26.92% | -8.04% |
Max Drawdown (10Y)Largest decline over 10 years | -46.65% | -53.67% | +7.02% |
Current DrawdownCurrent decline from peak | -15.18% | -2.75% | -12.43% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -12.12% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.42% | 0.00% |
Volatility
PCSVX vs. HWSIX - Volatility Comparison
PACE Small/Medium Co Value Equity Investments (PCSVX) has a higher volatility of 4.85% compared to Hotchkis & Wiley Small Cap Value Fund (HWSIX) at 4.15%. This indicates that PCSVX's price experiences larger fluctuations and is considered to be riskier than HWSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSVX | HWSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 4.15% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 12.90% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 23.97% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 21.70% | +0.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.96% | 24.67% | -1.71% |