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Nasdaq - Delayed Quote USD

PACE Small/Medium Co Value Equity Investments (PCSVX)

16.24
+0.22
+(1.37%)
At close: 6:48:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.25%
5y Average Return 15.61%
Number of Years Up 20
Number of Years Down 9
Best 1Y Total Return (Mar 31, 2025) 35.56%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 35.56%
Worst 3Y Total Return 1.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PCSVX
Category
YTD
-1.28%
26.79%
1-Month
-4.33%
-1.77%
3-Month
-9.51%
4.45%
1-Year
2.82%
71.02%
3-Year
2.09%
9.35%
5-Year
10.49%
12.17%
10-Year
6.82%
9.95%
Last Bull Market
16.75%
28.07%
Last Bear Market
-13.43%
-24.24%

Annual Total Return (%) History

Year
PCSVX
Category
2024
6.33%
--
2023
12.58%
--
2022
-13.30%
--
2021
25.71%
--
2020
12.12%
4.02%
2019
25.79%
21.43%
2018
-16.67%
-15.46%
2017
9.34%
8.54%

2016
22.85%
25.99%
2015
-3.05%
-6.71%
2014
5.60%
3.34%
2013
35.56%
36.22%
2012
18.40%
16.00%
2011
-8.20%
-4.45%
2010
23.30%
26.17%
2009
36.18%
31.32%
2008
-35.25%
-32.24%
2007
-2.27%
-6.08%
2006
10.87%
16.27%
2005
3.10%
6.40%
2004
17.93%
21.14%
2003
38.65%
42.38%
2002
-15.82%
-10.12%
2001
21.18%
15.92%
2000
11.76%
18.64%
1999
-2.71%
6.78%
1998
-9.16%
-6.93%
1997
37.26%
27.89%
1996
22.38%
22.50%
1995
--
22.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.98% -4.80% 7.28% -1.76%
2023 0.29% 2.28% -1.83% 11.79%
2022 -3.28% -13.43% -3.52% 7.32%
2021 17.58% 5.62% -3.88% 5.31%
2020 -34.31% 26.42% 2.04% 32.32%
2019 15.07% 1.94% 1.43% 5.72%
2018 -2.66% 5.31% 3.20% -21.24%
2017 1.98% -0.93% 3.60% 4.46%
2016 2.51% 1.47% 5.79% 11.65%
2015 4.39% 0.28% -10.83% 3.87%

2014 0.99% 4.66% -5.72% 5.98%
2013 13.30% 0.43% 9.90% 8.42%
2012 14.88% -6.53% 5.17% 4.85%
2011 6.94% -1.03% -25.15% 15.88%
2010 8.49% -9.40% 8.20% 15.94%
2009 -16.28% 27.55% 21.32% 5.11%
2008 -7.88% -4.85% 2.12% -27.67%
2007 4.88% 7.21% -5.67% -7.86%
2006 7.08% -4.91% 1.46% 7.31%
2005 0.05% 2.12% 1.70% -0.77%
2004 4.49% 2.96% -2.45% 12.36%
2003 -5.30% 21.16% 5.80% 14.21%
2002 11.25% -6.71% -22.48% 4.63%
2001 2.35% 10.56% -9.91% 18.86%
2000 -4.60% 0.39% 8.59% 7.46%
1999 -10.44% 21.25% -9.55% -0.96%
1998 9.30% -5.02% -20.00% 9.37%
1997 1.48% 15.64% 14.84% 1.85%
1996 3.85% 3.95% 2.87% 10.21%
1995 -0.33% -- -- --

Rank in Category (By Total Return)

YTD 40
1-Month 51
3-Month 56
1-Year 81
3-Year 85
5-Year 74

Load Adjusted Returns

1-Year 2.82%
3-Year 2.09%
5-Year 10.49%
10-Year 6.82%

Performance & Risk

YTD Return -7.25%
5y Average Return 15.61%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family UBS Asset Management
Net Assets 266.11M
YTD Return -1.28%
Yield 0.93%
Morningstar Rating
Inception Date Aug 24, 1995

Fund Summary

The fund invests primarily in stocks of companies that are believed to be undervalued or overlooked in the marketplace. Under normal circumstances, it invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities issued by small/medium capitalization companies. The fund may invest up to 10% of its total assets in non-U.S. securities, which may trade either within or outside the U.S.

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