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
2000 3.3 0 0 0 0 0 0 0 0 0 0 0 0
2001 6.3 8 10.3 -16.7 -4.6 -7.3 5.5 1.8 16.2 -11.1 -18.4 1.2 -14.5
2002 -4.6 8.6 5.7 -5.5 -1.8 -11 -7 -1.8 -0.3 5.6 -3 -4.5 -19.3
2003 2.3 2.8 8.6 -2.5 3.5 3.6 0.6 8.2 9.8 1.6 -1.4 -3.2 38.4
2004 5.1 4.5 4.2 5.8 -2 -7 0.5 2.1 -5.8 0.3 1.4 2.1 10.8
2005 -0.1 5.3 -2.9 -1.4 -2.8 6.9 1.9 6.2 -4.6 -1.8 0 -2.9 3.1
2006 -0.1 2.9 5.1 1.2 1.4 -4.1 -1.7 -6.6 -0.5 4.1 -0.1 7.5 8.4
2007 0.7 -5.8 3.3 4.7 2 -3 0.2 4.8 3.7 2.3 0.7 2 16.2
2008 4.5 -11.5 -20.3 -11.7 1.8 -2.4 -6.9 5 6.6 -1.8 -3.8 -11.8 -43.8
2009 7 4 -5.1 6.3 1.3 7.2 1.4 4.2 14.2 9.9 -7.7 -6.4 39.8
2010 6.5 5.6 4.8 13.9 -5.8 4.6 -7.2 -6.9 3.6 7.8 4.1 -3.1 28.8
2011 -0.4 -0.7 12.4 -9.7 -9.2 -3.6 -0.8 -1.8 3.1 3.6 6.3 0.6 -2.2
2012 2 1.9 -2.9 2 4.6 -1.7 4 -8.1 0 2.4 5.1 7 16.6
2013 2.4 2.7 2.3 6.2 -1.1 6.6 0.6 4.7 -1.8 3.8 1.5 6 39
2014 2.4 0.7 5.9 -4 4.1 -5.2 6.1 0.4 -6.4 -2.9 3.9 -2.3 1.4
2015 -5.5 2 4.2 -6.5 -6.7 1.8 3.7 2 -2.4 1.5 7.6 -3.2 -2.5
2016 -0.4 7.7 -6.3 1.1 0.5 4.8 -0.4 3.1 1.1 7.8 -3 -11.2 3.1
2017 -0.3 3.5 2.2 3.4 -1.5 0.4 1.6 1.9 2.2 2.2 2.8 2.8 23.1
2018 -11.1 2 -11.5 -2 10.9 0.1 2.3 6.5 -0.4 1.1 -1 5.6 0.2
2019 -13.9 5.6 1.4 -1.7 -3.2 1.1 6.5 -7 3.1 -1.7 6.3 11.2 0
2020 10.1 14.8 2.1 -10 3.7 5.6 4.3 10.6 16 -18.5 -6.4 -0.6 29
2021 -34.9 -6.1 5.1 -3.2 3 -1 4.4 -2.1 63.2 -1 6.3 -34.4 -27
2022 -4.8 1 7.9 -7.6 -1.2 9.3 -7.2 -2.8 -10.1 3.2 -3.4 -12.5 -26.7
2023 9.7 9.7 -8.1 -6.2 -4.2 3.8 8.1 -0.8 -2.2 -0.9 -0.7 8.7 15.7
2024 -8.3 2 7.1 -1.9 0 0 0 0 0 0 0 0 1.7