QGRPX vs. PCSGX
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and PACE Small/Medium Co Growth Equity Investments (PCSGX).
QGRPX is managed by UBS. It was launched on Jul 8, 2020. PCSGX is managed by UBS. It was launched on Aug 24, 1995.
Performance
QGRPX vs. PCSGX - Performance Comparison
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QGRPX vs. PCSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | -11.21% | 15.51% | 25.13% | 35.52% | -25.57% | 29.14% | 14.62% |
PCSGX PACE Small/Medium Co Growth Equity Investments | -6.14% | 2.00% | 12.20% | 15.89% | -26.58% | 14.91% | 35.84% |
Returns By Period
In the year-to-date period, QGRPX achieves a -11.21% return, which is significantly lower than PCSGX's -6.14% return.
QGRPX
- 1D
- 3.61%
- 1M
- -5.51%
- YTD
- -11.21%
- 6M
- -10.79%
- 1Y
- 9.83%
- 3Y*
- 16.82%
- 5Y*
- 9.75%
- 10Y*
- —
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%
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QGRPX vs. PCSGX - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is lower than PCSGX's 1.03% expense ratio.
Return for Risk
QGRPX vs. PCSGX — Risk / Return Rank
QGRPX
PCSGX
QGRPX vs. PCSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) and PACE Small/Medium Co Growth Equity Investments (PCSGX). 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.
| QGRPX | PCSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.36 | +0.19 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.71 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.09 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.22 | -0.02 |
Martin ratioReturn relative to average drawdown | 0.68 | 0.77 | -0.09 |
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
| QGRPX | PCSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.36 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | -0.05 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.35 | +0.28 |
Correlation
The correlation between QGRPX and PCSGX is 0.74, 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
QGRPX vs. PCSGX - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 6.94%, more than PCSGX's 6.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 6.94% | 6.16% | 3.62% | 0.42% | 1.00% | 2.84% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
QGRPX vs. PCSGX - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -30.28%, smaller than the maximum PCSGX drawdown of -74.84%. Use the drawdown chart below to compare losses from any high point for QGRPX and PCSGX.
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Drawdown Indicators
| QGRPX | PCSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.28% | -74.84% | +44.56% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -13.48% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -37.48% | +7.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.35% | — |
Current DrawdownCurrent decline from peak | -14.47% | -15.69% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -23.05% | +15.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 4.61% | +0.69% |
Volatility
QGRPX vs. PCSGX - Volatility Comparison
The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 6.13%, while PACE Small/Medium Co Growth Equity Investments (PCSGX) has a volatility of 7.73%. This indicates that QGRPX experiences smaller price fluctuations and is considered to be less risky than PCSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QGRPX | PCSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 7.73% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 14.93% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 23.85% | -2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 22.83% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 22.80% | -3.37% |