UBS Asset Management

  • PACE Large Co Value Equity Investments

PACE Large Co Value Equity Investments

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 1.7 5.4 -0.3 3.2 0 0 0 0 0 0 0 0 0
1996 0.2 6.9 2.2 3.7 4.7 -4.8 -0.3 1.5 1.9 1.9 1.5 4.1 25.3
1997 2.3 2.2 -5.5 4.5 -3.9 7.7 4.7 7.4 3 -3.3 0.7 3.6 24.7
1998 4 4.2 7.6 7.1 -14.3 -2.5 0.6 -1.4 -1 5.7 8.7 0.7 0
1999 0.8 0.6 0.2 -7.3 -3.6 -4.2 4 -1.4 9 3.5 -3.8 -0.7 -4
2000 5.4 -4.1 2.8 -0.3 5.3 -1.5 -4.2 1.2 4.5 10 -8.2 -6.7 2.5
2001 2.6 4.9 0.7 -6.3 -4.7 -0.1 -2.6 1.5 5.5 -3.4 -1.6 0.3 -3.9
2002 -4 4.4 4.6 -10.2 0.2 -7.7 -5.5 0.5 -2 4.2 -0.5 -1 -16.8
2003 6.1 1.1 5.1 -0.5 1.6 0.7 1.2 5.6 7.6 0 -2.1 -1.6 27
2004 2.8 5.2 0.9 2 0.3 -2 2.5 0.5 -2.7 -0.8 2.3 1.6 13.1
2005 0.6 3.7 -2.5 1.9 0.2 4 1.3 2.9 -2.6 -1.4 3.7 -1.3 0
2006 4.2 1.8 3 2 0.9 1.5 0.9 -2.5 2.1 1.3 0.1 4.3 21.4
2007 -0.8 -4.8 2.3 3.9 0.7 -3.7 -1.9 3.8 3.8 2.3 -1.5 1.2 4.7
2008 2.2 -8.3 -17.4 -8 0.8 -0.4 -10.9 0.7 4.1 -1.5 -3.3 -5.4 0
2009 1.2 5.2 -2.5 3.2 5.3 8.1 0.3 6.2 11.3 10.4 -11.6 -9.8 27.2
2010 7.5 -0.7 3.5 9.5 -5.2 6.8 -6.2 -8.5 1.8 6.5 2.6 -1.4 15.4
2011 1.2 -1.1 13 -8.8 -7.3 -3.2 -1.5 -1.6 2.9 -0.3 3.6 2.5 -2.3
2012 2.5 0.7 -1.1 2.8 2.8 0.3 4.8 -8 -1.6 2.7 3.8 5.8 15.7
2013 2.6 3.9 4.3 2.5 -3.3 5.4 -0.5 3.1 1.8 4.4 0.9 5.9 35.2
2014 1.1 2.9 1.9 -2 3.1 -0.9 1.7 1.8 -0.3 2 3.8 -3.8 11.6
2015 -2.5 0.1 7.5 -3.4 -5.7 0.8 -2.5 1.2 0.9 -1.6 5.8 -4.6 -4.6
2016 1.9 8.1 -1.6 -0.1 1.5 3.3 -0.6 0.8 1.4 7.4 0.4 -5 18.2
2017 1.7 2.7 1.4 3.1 -1 1.4 1.5 0.1 -0.5 -1 3.4 0.7 14.1
2018 -9.9 2.1 -5.4 0 1.5 3.8 -0.1 -0.2 0.9 -2.5 -5 4.4 -10.7
2019 -3.2 3.2 0.8 3.7 -2.9 1.1 7 -7.3 3.7 -0.4 1.8 8.6 16.1
2020 4.7 14.4 -0.3 -4.5 3.4 3.4 0.8 3.7 11.1 -20.9 -10.3 -4.2 -3.8
2021 -11.7 -4.6 5 -3.6 2.1 0.9 -1.6 3.3 25.3 6.2 6.6 -17.2 4.6
2022 -18.4 7.5 9.9 -8.9 -2 5.9 -9.3 2.8 -4.6 1 -1 -0.1 -19.1
2023 -0.5 6.7 -2.3 -2.9 -3.3 4.3 6.6 -3.4 1.3 -0.7 -3.3 7.4 9.5
2024 -3.6 5.1 3 -0.6 0 0 0 0 0 0 0 0 3.7