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
2000 7.7 0 0 0 0 0 0 0 0 0 0 0 0
2001 5.3 8.2 4.2 -12.7 2.2 0.9 1.2 5.1 4 -4.1 -0.6 7.3 20.8
2002 -11.6 7.2 1.9 -10.2 -0.4 -13.4 -6.1 -0.7 -0.2 7.6 2.8 0.6 -22.5
2003 4.1 3 6.5 -2.1 4.4 3.5 2.4 9 8.4 1.5 -2.5 -4.4 38.4
2004 3.7 6.5 1.6 3.3 -0.6 -5.1 3.9 1.3 -2.2 0.4 1.5 2.4 17.6
2005 -1.1 4.1 -3.7 -1 -1.2 3.9 1.5 4.7 -3.9 0.1 3.1 -3.1 3
2006 1 2.3 3.8 2.4 2.1 -3 -0.9 -3.8 -0.3 2.6 -0.5 4.9 10.8
2007 -2.3 -5.9 0.4 -0.7 1.6 -6.6 -1.1 5.5 2.7 1.3 0.6 2.9 -2.3
2008 7 -12.2 -23 -5.7 5.2 2.9 -10.4 3.5 2.5 -0.6 -2.9 -4.6 -35.3
2009 7.8 3 -5.3 5.2 4.1 10.7 0.7 3 22.9 8.8 -13 -11.6 35.8
2010 9 1.8 4.4 11.6 -8.1 5.5 -7.6 -7.4 5.8 7.5 2.5 -1.6 23
2011 0.8 -0.8 15.9 -11.8 -10.7 -5 -2.6 -0.8 2.4 2.1 3.9 0.9 -8.3
2012 2.7 2.4 -0.2 1.9 3.6 -0.5 2.6 -7.7 -1.4 2.6 4.6 7 18.2
2013 3.3 1.2 3.8 6.3 -3 6.6 -1.4 2.9 -1 3.9 2.1 6.8 35.6
2014 1.2 1.7 3.1 -5.3 4.2 -4.5 4.2 1.6 -1.1 0.4 4.2 -3.5 5.7
2015 -5.5 2.2 7.4 -4.3 -5.2 -1.8 0.1 1.5 -1.3 2.4 6.1 -3.9 -3.3
2016 3.1 10.9 -2.3 -0.3 2.3 3.7 -1.6 1.9 1.1 9.3 0.7 -6.9 22.7
2017 1.4 2.8 0.3 4.7 -1.3 0.3 2.1 -2.6 -0.5 -0.7 2.2 0.5 9.3
2018 -13.2 1 -10.2 -1.7 2.6 2.2 0.7 4.2 0.4 -0.1 -4.8 2.3 -16.8
2019 2.7 1.8 0.4 4 -4.8 2.4 6.3 -8.8 5.2 -1.1 4.9 10.8 24.8
2020 6.7 18.4 4.7 -6.2 3.6 4.5 2.9 6.4 15.4 -25.1 -9.4 -3.3 11.3
2021 -9.6 -2.9 2.1 -3.1 1.4 -2.2 -1 1.8 22.8 5.1 8.8 -12.4 7
2022 -24.1 2.6 11.5 -9.5 -2 8.7 -9.3 1.9 -6.4 0.5 1 -4.7 -29.9
2023 8.2 8.3 -5.1 -4.7 -2.4 5.6 7.8 -3.9 -1.4 -6.4 -2 9.2 11.7
2024 -6.7 3.8 4.7 -2.5 0 0 0 0 0 0 0 0 4.6