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
2001 2.6 4.9 0.7 -6.3 -4.7 -0.1 -2.6 1.5 5.5 -3.4 -1.6 0 0
2002 -4 4.4 4.6 -10.2 0.2 -7.7 -5.6 0.6 -2 4.2 -0.5 -1 -16.8
2003 6.1 1.1 5.1 -0.5 1.6 0.7 1.3 5.6 7.6 -0.1 -2.1 -1.6 27.2
2004 2.9 5.2 0.9 2.1 0.3 -2 2.5 0.5 -2.7 -0.8 2.3 1.6 13.2
2005 0.6 3.8 -2.5 1.9 0.2 4 1.2 3 -2.6 -1.4 3.7 -1.4 10.8
2006 4.2 1.7 3.1 2 0.9 1.6 0.9 -2.5 2.1 1.3 0.1 4.4 21.5
2007 -0.9 -4.8 2.3 3.9 0.7 -3.6 -1.9 3.8 3.8 2.3 -1.5 1.2 4.8
2008 2.2 -8.3 -17.4 -8 0.7 -0.4 -10.9 0.8 4.1 -1.5 -3.3 -5.5 -39.8
2009 1.2 5.2 -2.5 3.2 5.3 8.1 0.3 6.2 11.4 10.4 -11.6 -9.8 0
2010 7.4 -0.7 3.5 9.6 -5.3 6.8 -6.2 -8.4 1.8 6.5 2.7 -1.5 15.3
2011 1.2 -1.1 13 -8.8 -7.2 -3.2 -1.5 -1.6 2.9 -0.3 3.5 2.5 -2.2
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 4.2 2.5 -3.3 5.5 -0.5 3.1 1.8 4.4 0.9 5.9 35.2
2014 1.1 2.9 2 -2 3.1 -0.9 1.6 1.8 -0.3 2 3.9 -3.8 11.6
2015 -2.5 0.1 7.5 -3.4 -5.8 0.8 -2.5 1.3 0.9 -1.6 5.8 -4.6 -4.6
2016 1.8 8.1 -1.6 -0.1 1.5 3.3 -0.6 0.8 1.3 7.4 0.4 -4.9 0
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 -9.8 2.1 -5.4 0 1.5 3.8 -0.2 -0.2 0.9 -2.5 -5 4.4 -10.6
2019 -3.1 3.1 0.9 3.7 -2.9 1.1 7.1 -7.4 3.8 -0.5 1.9 8.5 16.1
2020 4.7 14.4 -0.3 -4.6 3.4 3.3 0.8 3.7 11.2 -20.9 -10.3 -4.2 -3.8
2021 -11.6 -4.6 4.9 -3.6 2.1 0.9 -1.6 3.3 4.3 27.3 6.5 -17.1 4.7
2022 -18.3 7.5 10 -8.9 -2 5.9 -9.3 2.8 -4.6 1 -1 -0.1 -19
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 -4.4 5.1 3 -0.6 0 0 0 0 0 0 0 0 3.7