- ISIN
- US69374H6918
- CUSIP
- 69374H691
- Issuer
- Pacer
- Inception Date
- Jul 23, 2018
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities, Equal Weight
- Leveraged
- 1x (No leverage)
- Index Tracked
- Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $13M
Share Price Chart
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Performance
SZNE Performance Chart
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Returns By Period
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SZNE Monthly Returns History
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.99% | 4.19% | -6.52% | 7.40% | -0.13% | 9.68% | |||||||
| 2025 | 3.36% | -2.69% | -5.64% | -1.31% | 0.14% | 0.52% | -2.07% | 3.18% | -1.58% | 0.48% | 0.98% | 1.49% | -3.44% |
| 2024 | -1.71% | 6.48% | 4.01% | -5.55% | 0.14% | -1.71% | 3.49% | 2.84% | 0.64% | -4.92% | 5.67% | -6.30% | 2.05% |
| 2023 | 9.96% | -2.43% | 0.33% | -1.47% | -6.01% | 3.89% | 1.02% | -4.02% | -5.85% | -5.25% | 10.54% | 7.62% | 6.53% |
| 2022 | -6.85% | -1.95% | 2.20% | -5.99% | -0.73% | -3.91% | 5.16% | -4.15% | -6.95% | 9.54% | 8.32% | -5.88% | -12.33% |
| 2021 | -1.55% | 6.90% | 6.17% | 4.68% | 1.59% | 0.81% | 2.08% | 1.55% | -4.50% | 2.16% | -1.11% | 5.47% | 26.36% |
Benchmark Metrics
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF has an annualized alpha of -4.37%, beta of 0.90, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since July 24, 2018.
- This ETF participated in 103.84% of S&P 500 Index downside but only 80.05% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -4.37% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 0.90 and R2 of 0.77, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -4.37%
- Beta
- 0.90
- R²
- 0.77
- Upside Capture
- 80.05%
- Downside Capture
- 103.84%
Expense Ratio
SZNE has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) 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.
| SZNE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.78 | — |
| Martin ratioReturn relative to average drawdown | — | 12.44 | — |
Dividends
Dividend History
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF provided a 1.23% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $0.51 | $0.44 | $0.44 | $0.38 | $0.32 | $0.43 | $0.28 | $0.16 |
Dividend yield | 1.23% | 1.47% | 1.20% | 1.21% | 1.11% | 0.79% | 1.37% | 0.90% | 0.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Pacer CFRA-Stovall Equal Weight Seasonal Rotation 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.05 | $0.00 | $0.02 | $0.07 | |||||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.26 | $0.51 |
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.13 | $0.44 |
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.38 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.32 |
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 CFRA-Stovall Equal Weight Seasonal Rotation 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 CFRA-Stovall Equal Weight Seasonal Rotation ETF was 39.79%, occurring on Mar 23, 2020. Recovery took 179 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.79%Mar 2020 | 2mo 2d | 8mo 16d | 10mo 18dJan 2020 - Dec 2020 |
2025 selloff2025 | -22.92%Apr 2025 | 4mo 13d | — | 1y 6moNov 2024 - now |
2023 bear market2023 | -22.91%Oct 2023 | 1y 9mo | 4mo 26d | 2y 2moJan 2022 - Mar 2024 |
Rate-hike selloffLate 2018 | -16.59%Dec 2018 | 2mo 29d | 1mo 20d | 4mo 19dSep 2018 - Feb 2019 |
2024 pullback2024 | -8.10%Jul 2024 | 3mo 3d | 2mo 15d | 5mo 18dApr 2024 - Sep 2024 |
Drawdown Indicators
| SZNE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -56.78% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | — | -1.80% | — |
Average DrawdownAverage peak-to-trough decline | — | -10.71% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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