Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)

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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.

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) has returned 2.25% so far this year and 4.03% over the past 12 months.

Based on dividend-adjusted daily data since Jul 24, 2018, SZNE's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, your investment would double in approximately 9.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +15.5%, while the worst month was Mar 2020 at -19.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SZNE closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +11.1%, while the worst single day was Mar 16, 2020 at -12.8%.

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF has an annualized alpha of -3.71%, beta of 0.90, and R² of 0.77 versus S&P 500 Index. Calculated based on daily prices since July 25, 2018.

• This ETF participated in 103.84% of S&P 500 Index downside but only 82.75% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -3.71% 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.

SZNE has an expense ratio of 0.60%, placing it in the medium range.

SZNE ranks 18 for risk / return — in the bottom 18% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE) and compare them to a chosen benchmark (S&P 500 Index).

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF provided a 1.41% dividend yield over the last twelve months, with an annual payout of $0.50 per share. The fund has been increasing its distributions for 4 consecutive years.

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.

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.

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 7.83%.

The chart below shows the rolling one-month volatility.