UBS Asset Management

  • PACE Small-Medium Co Growth Equity Investments

PACE Small-Medium Co Growth Equity Investments

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 1.1 1.9 -3.9 0.3 0 0 0 0 0 0 0 0 0
1996 1.2 3.7 -3.6 6.5 5.1 -13.2 -5.2 4.3 8.7 0.1 5.6 -4 0
1997 1.2 -1.4 -4.4 9.5 2.4 7.6 4.7 11.8 -4 -5.7 -3.8 3.8 21.7
1998 9.7 8.6 4.6 8 -20.1 -2.1 5.6 -6.1 -0.6 6.4 5.7 -1.4 15.1
1999 21.9 6.9 7.1 7.2 -3 2 12.6 1.4 4 6.9 -7.2 3.7 80.6
2000 3.3 -22.5 -7.2 -4.5 12.1 -1.1 15.6 -10 -10.5 -1.5 28.9 -3.4 -10.1
2001 6.3 8.1 10.4 -16.7 -4.6 -7.3 5.5 1.8 16.2 -11.1 -18.5 1.2 -14.4
2002 -4.6 8.1 5.7 -5.4 -1.7 -11 -6.9 -2 -0.6 5.6 -3 -4.5 -19.9
2003 2.3 2.8 8.7 -2.5 3.5 3.6 0.6 8.2 9.9 1.7 -1.9 -3.4 37.7
2004 5.1 4.5 4.2 5.8 -2 -6.9 0.5 2.1 -5.7 0.3 1.4 2.2 11
2005 -0.1 5.3 -2.8 -1.4 -2.8 6.9 1.9 6.3 -4.6 -1.8 0.1 -2.9 0
2006 -0.1 2.9 5.1 1.1 1.4 -4.1 -1.7 -6.7 -0.5 4.2 -0.2 7.5 8.6
2007 0.8 -5.8 3.3 4.7 2 -2.9 0.2 4.8 3.8 2.3 0.7 2 16.5
2008 4.4 -11.5 -20.2 -11.8 1.9 -2.4 -6.8 5.1 6.6 -1.8 -3.8 -11.8 -43.7
2009 7 4 -5.1 6.3 1.4 7.2 1.4 4.2 14.2 10.1 -7.6 -6.3 40.2
2010 6.5 5.6 4.8 13.9 -5.7 4.6 -7.1 -6.9 3.5 7.8 4.1 -3.1 28.9
2011 -0.3 -0.7 12.3 -9.6 -9.2 -3.7 -0.8 -1.8 3.2 3.6 6.2 0.7 0
2012 2.1 1.9 -2.9 2 4.5 -1.6 4 -8 0.1 2.4 5.1 7 16.8
2013 2.4 2.7 2.3 6.2 -1 6.6 0.6 4.7 -1.7 3.8 1.5 6 39.1
2014 2.3 0.7 5.9 -3.9 4.1 -5.2 6.1 0.3 -6.3 -3 3.9 -2.3 1.5
2015 -5.4 2.1 4.2 -6.5 -6.6 1.9 3.7 2 -2.4 1.5 7.6 -3.1 -2.4
2016 -0.5 7.7 -6.3 1.1 0.5 4.8 -0.3 3.1 1 7.8 -3.1 -11.2 3.2
2017 -0.3 3.5 2.2 3.4 -1.5 0.4 1.6 1.8 2.3 2.3 2.8 2.8 23.3
2018 -11.1 2 -11.5 -2 10.9 0.1 2.3 6.5 -0.3 1.1 -0.9 5.6 0.3
2019 -12.8 5.7 1.4 -1.6 -3.2 1.1 6.6 -6.9 3.1 -1.7 6.3 11.2 7.1
2020 10 14.9 2.1 -9.3 3.7 5.7 4.3 10.5 16.1 -18.5 -6.5 -0.6 30.1
2021 -31.3 -6.1 5.1 -3.2 3 -1 4.3 -2.1 3.9 47.4 6.3 -30.7 -22.8
2022 -4.8 1.1 8 -7.6 -1.2 9.3 -7.1 -2.8 -10.1 3.3 -3.4 -12.5 -26.6
2023 9.7 9.7 -8.2 -6.1 -4.2 4 8.1 -0.9 -2.1 -0.9 -0.8 8.8 15.9
2024 -3.3 2 7.2 -1.9 0 0 0 0 0 0 0 0 3.8