Pacer Swan SOS Moderate (July) ETF (PSMJ)
PSMJ is an actively managed ETF by Pacer Advisors. PSMJ launched on Jun 30, 2021 and has a 0.75% expense ratio.
ETF Info
| Issuer | Pacer Advisors |
|---|---|
| Inception Date | Jun 30, 2021 |
| Region | North America (U.S.) |
| Category | Volatility Hedged Equity, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Expense Ratio
PSMJ features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: PSMJ vs. SVIX, PSMJ vs. XLG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacer Swan SOS Moderate (July) ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Pacer Swan SOS Moderate (July) ETF had a return of 14.32% year-to-date (YTD) and 20.38% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.32% | 25.82% |
| 1 month | 1.63% | 3.20% |
| 6 months | 7.61% | 14.94% |
| 1 year | 20.38% | 35.92% |
| 5 years (annualized) | N/A | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of PSMJ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.90% | 2.96% | 1.28% | -0.71% | 2.38% | 0.72% | 1.00% | 1.48% | 1.49% | -0.45% | 14.32% | ||
| 2023 | 3.98% | -1.30% | 2.42% | 1.35% | 0.43% | 5.95% | 1.91% | -0.59% | -2.83% | -1.00% | 5.42% | 2.87% | 19.80% |
| 2022 | -1.29% | -0.97% | 2.09% | -4.27% | -0.82% | 0.64% | 4.33% | -1.68% | -5.07% | 4.28% | 3.39% | -2.53% | -2.41% |
| 2021 | 0.95% | 1.14% | -1.77% | 2.61% | -0.52% | 1.71% | 4.12% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PSMJ is 92, placing it in the top 8% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pacer Swan SOS Moderate (July) ETF (PSMJ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pacer Swan SOS Moderate (July) ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacer Swan SOS Moderate (July) ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pacer Swan SOS Moderate (July) 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 Swan SOS Moderate (July) ETF was 8.40%, occurring on Oct 11, 2022. Recovery took 73 trading sessions.
The current Pacer Swan SOS Moderate (July) ETF drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.4% | Aug 17, 2022 | 39 | Oct 11, 2022 | 73 | Jan 26, 2023 | 112 |
| -6.89% | Mar 31, 2022 | 54 | Jun 16, 2022 | 38 | Aug 11, 2022 | 92 |
| -5.42% | Aug 1, 2023 | 63 | Oct 27, 2023 | 16 | Nov 20, 2023 | 79 |
| -4.85% | Feb 3, 2023 | 28 | Mar 15, 2023 | 20 | Apr 13, 2023 | 48 |
| -4.61% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
Volatility
Volatility Chart
The current Pacer Swan SOS Moderate (July) ETF volatility is 2.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.