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Issuer
Pacer
Inception Date
May 3, 2019
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Pacer Cash Cows Fund of Funds Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$98M

Share Price Chart


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Performance

HERD Performance Chart

Pacer Cash Cows Fund of Funds ETF (HERD) is up 10.6% since the beginning of the year. HERD is currently trading at $48 per share. Investors who bought $1,000 worth of HERD shares 5 years ago would now be looking at an investment worth $1,585.


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S&P 500 Index

Returns By Period

Pacer Cash Cows Fund of Funds ETF (HERD) has returned 10.58% so far this year and 25.48% over the past 12 months.


Pacer Cash Cows Fund of Funds ETF

1D
-0.40%
1M
2.05%
YTD
10.58%
6M
10.83%
1Y
25.48%
3Y*
15.34%
5Y*
9.65%
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HERD Monthly Returns History

Based on dividend-adjusted daily data since May 7, 2019, HERD's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +16.2%, while the worst month was Mar 2020 at -15.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, HERD closed higher 44% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 12, 2020 at -15.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.97%5.01%-3.59%3.64%2.27%-0.90%10.58%
20252.60%-1.43%-2.02%-1.39%4.76%3.35%0.83%5.35%0.56%1.30%2.15%1.81%19.07%
2024-3.52%3.68%4.45%-4.15%3.36%-3.32%5.47%0.69%1.85%-3.62%4.74%-5.82%2.91%
20237.59%-3.13%0.52%-0.01%-5.31%7.88%6.18%-1.83%-1.38%-3.64%5.25%8.22%20.72%
2022-1.67%-0.53%2.19%-5.56%4.05%-11.78%7.89%-4.16%-9.37%10.05%9.36%-4.79%-6.96%
20213.85%5.80%4.09%4.09%3.03%-0.19%0.35%2.06%-1.44%0.42%0.62%2.97%28.58%

Benchmark Metrics

Pacer Cash Cows Fund of Funds ETF has an annualized alpha of 3.38%, beta of 0.70, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since May 07, 2019.

  • This ETF participated in 92.01% of S&P 500 Index downside but only 87.34% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.70 may look defensive, but with R2 of 0.46 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.46 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
3.38%
Beta
0.70
0.46
Upside Capture
87.34%
Downside Capture
92.01%

Expense Ratio

HERD has an expense ratio of 0.73%, placing it in the medium range.


Return for Risk

Risk / Return Rank

HERD ranks 77 for risk / return — better than 77% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


HERD Risk / Return Rank: 7777
Overall Rank
HERD Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
HERD Sortino Ratio Rank: 7474
Sortino Ratio Rank
HERD Omega Ratio Rank: 7070
Omega Ratio Rank
HERD Calmar Ratio Rank: 8787
Calmar Ratio Rank
HERD Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Pacer Cash Cows Fund of Funds ETF (HERD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


HERDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.36

Omega ratioGain probability vs. loss probability

1.38

1.36

+0.02

Calmar ratioReturn relative to maximum drawdown

4.51

2.71

+1.80

Martin ratioReturn relative to average drawdown

15.10

12.15

+2.95

Dividends

Dividend History

Pacer Cash Cows Fund of Funds ETF provided a 2.83% dividend yield over the last twelve months, with an annual payout of $1.36 per share.


2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$1.36$1.63$0.92$0.96$0.80$0.72$0.55$0.44

Dividend yield

2.83%3.75%2.43%2.54%2.50%2.02%1.95%1.69%

Monthly Dividends

The table displays the monthly dividend distributions for Pacer Cash Cows Fund of Funds ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.11$0.00$0.00$0.16$0.00$0.00$0.19$0.00$0.00$1.17$1.63
2024$0.00$0.00$0.14$0.00$0.00$0.46$0.00$0.00$0.16$0.00$0.00$0.16$0.92
2023$0.00$0.00$0.11$0.00$0.00$0.27$0.00$0.00$0.37$0.00$0.00$0.21$0.96
2022$0.00$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.24$0.00$0.00$0.24$0.80
2021$0.00$0.00$0.07$0.00$0.00$0.10$0.00$0.00$0.28$0.00$0.00$0.27$0.72

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Pacer Cash Cows Fund of Funds ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Pacer Cash Cows Fund of Funds ETF was 39.41%, occurring on Mar 23, 2020. Recovery took 169 trading sessions.

The current Pacer Cash Cows Fund of Funds ETF drawdown is 1.98%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-39.41%Mar 2020
1mo 29d8mo 1d
10moJan 2020 - Nov 2020
Bear market2022
-21.60%Sep 2022
7mo 17d9mo 20d
1y 5moFeb 2022 - Jul 2023
2025 selloff2025
-18.90%Apr 2025
4mo 6d2mo 24d
7moDec 2024 - Jul 2025
2023 pullback2023
-7.53%Oct 2023
2mo 27d1mo 17d
4mo 14dAug 2023 - Dec 2023
2019 pullback2019
-7.25%Aug 2019
3mo 22d21d
4mo 13dMay 2019 - Sep 2019

Drawdown Indicators


HERDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-39.41%

-56.78%

+17.37%

Max Drawdown (1Y)

Largest decline over 1 year

-5.68%

-9.10%

+3.42%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

-18.90%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-21.60%

-25.43%

+3.83%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.98%

-1.29%

-0.69%

Average Drawdown

Average peak-to-trough decline

-4.54%

-10.72%

+6.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.70%

2.02%

-0.32%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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