Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
SZNE is a passive ETF by Pacer Advisors tracking the investment results of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. SZNE launched on Jul 23, 2018 and has a 0.60% expense ratio.
ETF Info
| ISIN | US69374H6918 |
|---|---|
| CUSIP | 69374H691 |
| Issuer | Pacer Advisors |
| Inception Date | Jul 23, 2018 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SZNE has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SZNE vs. SPY, SZNE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Pacer CFRA-Stovall Equal Weight Seasonal Rotation 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 CFRA-Stovall Equal Weight Seasonal Rotation ETF had a return of 2.64% year-to-date (YTD) and 3.77% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.64% | 6.17% |
| 1 month | -4.19% | -2.72% |
| 6 months | 19.26% | 17.29% |
| 1 year | 3.77% | 23.80% |
| 5 years (annualized) | 6.96% | 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 | -1.71% | 6.48% | 4.01% | -5.56% | ||||||||
| 2023 | -5.25% | 10.54% | 7.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SZNE is 22, indicating that it is in the bottom 22% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF(SZNE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF granted a 1.16% dividend yield in the last twelve months. The annual payout for that period amounted to $0.43 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.43 | $0.44 | $0.38 | $0.32 | $0.43 | $0.28 | $0.16 |
Dividend yield | 1.16% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.08 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 |
| 2018 | $0.05 | $0.00 | $0.00 | $0.11 |
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 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.
The current Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF drawdown is 5.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.79% | Jan 21, 2020 | 44 | Mar 23, 2020 | 179 | Dec 4, 2020 | 223 |
| -22.91% | Jan 5, 2022 | 455 | Oct 27, 2023 | 99 | Mar 21, 2024 | 554 |
| -16.43% | Sep 26, 2018 | 43 | Dec 24, 2018 | 33 | Feb 12, 2019 | 76 |
| -6.95% | Apr 1, 2024 | 15 | Apr 19, 2024 | — | — | — |
| -6.56% | Nov 17, 2021 | 10 | Dec 1, 2021 | 19 | Dec 29, 2021 | 29 |
Volatility
Volatility Chart
The current Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF volatility is 3.99%, 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.