Pacer Swan SOS Moderate (April) ETF (PSMR)
PSMR is an actively managed ETF by Pacer Advisors. PSMR launched on Mar 31, 2021 and has a 0.75% expense ratio.
ETF Info
| Issuer | Pacer Advisors |
|---|---|
| Inception Date | Mar 31, 2021 |
| Region | North America (U.S.) |
| Category | Volatility Hedged Equity, Actively Managed |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Expense Ratio
PSMR has a high expense ratio of 0.75%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacer Swan SOS Moderate (April) 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 (April) ETF had a return of 0.36% year-to-date (YTD) and 11.78% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.36% | 6.17% |
| 1 month | -1.43% | -2.72% |
| 6 months | 6.90% | 17.29% |
| 1 year | 11.78% | 23.80% |
| 5 years (annualized) | N/A | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.36% | 1.38% | 0.47% | -1.89% | ||||||||
| 2023 | -1.06% | 5.81% | 2.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PSMR is 86, placing it in the top 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Pacer Swan SOS Moderate (April) ETF(PSMR)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pacer Swan SOS Moderate (April) ETF (PSMR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Pacer Swan SOS Moderate (April) 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 (April) ETF was 10.93%, occurring on Jun 16, 2022. Recovery took 217 trading sessions.
The current Pacer Swan SOS Moderate (April) ETF drawdown is 1.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.93% | Apr 5, 2022 | 51 | Jun 16, 2022 | 217 | Apr 28, 2023 | 268 |
| -4.55% | Jul 31, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -3.65% | Jan 5, 2022 | 47 | Mar 14, 2022 | 4 | Mar 18, 2022 | 51 |
| -2.8% | Apr 2, 2024 | 14 | Apr 19, 2024 | — | — | — |
| -2.01% | May 10, 2021 | 3 | May 12, 2021 | 11 | May 27, 2021 | 14 |
Volatility
Volatility Chart
The current Pacer Swan SOS Moderate (April) ETF volatility is 2.25%, 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.