CBALX vs. PSFF

In the year-to-date period, CBALX achieves a 1.83% return, which is significantly higher than PSFF's 0.48% return.

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CBALX has a 0.67% expense ratio, which is lower than PSFF's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and Pacer Swan SOS Fund of Funds ETF (PSFF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CBALX Sharpe Ratio is 0.79, which is comparable to the PSFF Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of CBALX and PSFF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CBALX's dividend yield for the trailing twelve months is around 7.72%, while PSFF has not paid dividends to shareholders.

The maximum CBALX drawdown since its inception was -34.53%, which is greater than PSFF's maximum drawdown of -10.78%. Use the drawdown chart below to compare losses from any high point for CBALX and PSFF.

Columbia Balanced Fund (CBALX) has a higher volatility of 3.03% compared to Pacer Swan SOS Fund of Funds ETF (PSFF) at 2.76%. This indicates that CBALX's price experiences larger fluctuations and is considered to be riskier than PSFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.