UBS Asset Management

  • PACE Small-Medium Co Value Equity Investments

PACE Small-Medium Co Value Equity Investments

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 1.3 2.6 -4.1 0.1 0 0 0 0 0 0 0 0 0
1996 2.4 6.3 1.4 2.8 5 -4.7 -1.5 2.3 3.2 2.3 1.1 0.4 22.4
1997 3.1 0.7 -1.9 7.4 1.5 5.3 6.8 8.4 -0.1 -2.9 1 3.5 37.3
1998 3.2 2.7 2.7 1.8 -14.8 -7.3 -2.2 -4.2 1.4 4 6.9 -1.6 -9.1
1999 2.2 0 -3.1 -4 -4.8 -1.1 3.9 3.4 12.9 -1.3 -8.5 -0.9 -2.7
2000 7.7 0.3 -0.5 0.7 4.6 3.2 -0.1 1 -0.5 7.1 -5.7 -5.6 11.8
2001 5.4 8.3 4.2 -12.7 2.2 1 1.1 5.1 4 -4.1 -0.6 7.4 21.2
2002 -11.5 7.1 1.9 -10.2 -0.3 -13.4 -6.1 -0.6 -0.1 7.5 2.8 0.6 -22.2
2003 4.1 3 6.5 -2.1 4.5 3.4 2.5 9.1 8.4 1.5 -2.5 -4.4 38.7
2004 3.7 6.5 1.6 3.4 -0.6 -5.1 3.8 1.4 -2.2 0.5 1.5 2.5 17.9
2005 -1 4.1 -3.7 -1 -1.1 3.9 1.5 4.7 -3.9 0.1 3.1 -3 3.1
2006 1 2.3 3.8 2.4 2.1 -2.9 -0.9 -3.7 -0.3 2.6 -0.5 4.9 0
2007 -2.2 -5.9 0.4 -0.7 1.6 -6.5 -1.1 5.5 2.7 1.2 0.7 2.9 -2.1
2008 7 -12.2 -23 -5.6 5.2 2.9 -10.4 3.6 2.6 -0.6 -2.9 -4.5 0
2009 7.9 3 -5.4 5.3 4.1 10.7 0.6 3.1 22.9 8.8 -13 -11.5 36.2
2010 9.1 1.8 4.4 11.6 -8.1 5.4 -7.6 -7.4 5.9 7.5 2.5 -1.6 23.3
2011 0.8 -0.8 15.9 -11.8 -10.7 -5 -2.6 -0.8 2.4 2.1 3.8 0.9 -8.2
2012 2.6 2.4 -0.2 2 3.7 -0.5 2.7 -7.7 -1.4 2.6 4.7 7 0
2013 3.3 1.2 3.8 6.3 -3.1 6.6 -1.4 2.9 -1 3.9 2.1 6.9 35.7
2014 1.2 1.8 3.1 -5.3 4.3 -4.5 4.2 1.6 -1.2 0.4 4.2 -3.5 5.8
2015 -5.5 2.2 7.3 -4.3 -5.1 -1.8 0.1 1.5 -1.3 2.4 6.1 -3.9 -3.2
2016 3.1 10.9 -2.3 -0.3 2.3 3.7 -1.5 1.9 1.1 9.3 0.7 -6.9 22.9
2017 1.4 2.8 0.3 4.7 -1.4 0.3 2.2 -2.6 -0.4 -0.7 2.2 0.5 9.5
2018 -13.2 1 -10.2 -1.7 2.7 2.2 0.7 4.2 0.4 -0.1 -4.8 2.3 -16.7
2019 2.5 1.8 0.5 4 -4.7 2.4 6.4 -8.8 5.1 -1 4.9 10.8 24.8
2020 6.7 18.4 4.8 -6.3 3.6 4.5 3 6.4 15.4 -25.1 -9.4 -3.2 11.4
2021 -9.2 -2.9 2.2 -3.1 1.4 -2.2 -0.9 1.9 4.7 22.8 8.8 -12 7.5
2022 -23.6 2.7 11.5 -9.4 -2 8.7 -9.3 1.9 -6.4 0.4 1 -4.6 -29.3
2023 8.1 8.2 -5.1 -4.7 -2.4 5.6 7.8 -3.8 -1.4 -6.4 -2 9.3 11.8
2024 0 0 -2.47