UDBPX vs. PCSVX
Compare and contrast key facts about UBS Sustainable Development Bank Bond Fund (UDBPX) and PACE Small/Medium Co Value Equity Investments (PCSVX).
UDBPX is managed by UBS. It was launched on Oct 23, 2018. PCSVX is managed by UBS. It was launched on Aug 24, 1995.
Performance
UDBPX vs. PCSVX - Performance Comparison
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UDBPX vs. PCSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UDBPX UBS Sustainable Development Bank Bond Fund | 0.17% | 6.96% | 1.55% | 4.53% | -10.41% | -2.43% | 6.80% | 6.79% | 2.03% |
PCSVX PACE Small/Medium Co Value Equity Investments | -0.12% | 4.33% | 6.24% | 12.57% | -13.44% | 25.68% | 12.13% | 25.80% | -10.02% |
Returns By Period
In the year-to-date period, UDBPX achieves a 0.17% return, which is significantly higher than PCSVX's -0.12% return.
UDBPX
- 1D
- 0.52%
- 1M
- -1.32%
- YTD
- 0.17%
- 6M
- 1.08%
- 1Y
- 4.33%
- 3Y*
- 3.41%
- 5Y*
- 0.52%
- 10Y*
- —
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%
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UDBPX vs. PCSVX - Expense Ratio Comparison
UDBPX has a 0.25% expense ratio, which is lower than PCSVX's 1.02% expense ratio.
Return for Risk
UDBPX vs. PCSVX — Risk / Return Rank
UDBPX
PCSVX
UDBPX vs. PCSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Sustainable Development Bank Bond Fund (UDBPX) and PACE Small/Medium Co Value Equity Investments (PCSVX). 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.
| UDBPX | PCSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.61 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.02 | +0.90 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 0.62 | +1.67 |
Martin ratioReturn relative to average drawdown | 6.96 | 2.31 | +4.64 |
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
| UDBPX | PCSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.61 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.13 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.36 | +0.08 |
Correlation
The correlation between UDBPX and PCSVX is -0.09. 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
UDBPX vs. PCSVX - Dividend Comparison
UDBPX's dividend yield for the trailing twelve months is around 3.52%, which matches PCSVX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDBPX UBS Sustainable Development Bank Bond Fund | 3.52% | 3.12% | 2.84% | 2.15% | 1.46% | 1.03% | 4.11% | 2.69% | 0.52% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
UDBPX vs. PCSVX - Drawdown Comparison
The maximum UDBPX drawdown since its inception was -15.45%, smaller than the maximum PCSVX drawdown of -62.95%. Use the drawdown chart below to compare losses from any high point for UDBPX and PCSVX.
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Drawdown Indicators
| UDBPX | PCSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.45% | -62.95% | +47.50% |
Max Drawdown (1Y)Largest decline over 1 year | -1.94% | -15.21% | +13.27% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -34.96% | +20.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.65% | — |
Current DrawdownCurrent decline from peak | -1.32% | -15.18% | +13.86% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -10.61% | +5.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 4.42% | -3.78% |
Volatility
UDBPX vs. PCSVX - Volatility Comparison
The current volatility for UBS Sustainable Development Bank Bond Fund (UDBPX) is 1.38%, while PACE Small/Medium Co Value Equity Investments (PCSVX) has a volatility of 4.85%. This indicates that UDBPX experiences smaller price fluctuations and is considered to be less risky than PCSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDBPX | PCSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.38% | 4.85% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.26% | 11.58% | -9.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 22.51% | -18.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 22.35% | -17.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 22.96% | -18.44% |