PSFF vs. CBALX
Compare and contrast key facts about Pacer Swan SOS Fund of Funds ETF (PSFF) and Columbia Balanced Fund (CBALX).
PSFF is an actively managed fund by Pacer. It was launched on Dec 29, 2020. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
PSFF vs. CBALX - Performance Comparison
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PSFF vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PSFF Pacer Swan SOS Fund of Funds ETF | -0.88% | 10.38% | 13.18% | 18.39% | -4.11% | 11.81% | 0.37% |
CBALX Columbia Balanced Fund | -5.35% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 0.39% |
Returns By Period
In the year-to-date period, PSFF achieves a -0.88% return, which is significantly higher than CBALX's -5.35% return.
PSFF
- 1D
- 1.57%
- 1M
- -1.37%
- YTD
- -0.88%
- 6M
- 1.42%
- 1Y
- 12.24%
- 3Y*
- 11.73%
- 5Y*
- 8.52%
- 10Y*
- —
CBALX
- 1D
- 0.08%
- 1M
- -5.51%
- YTD
- -5.35%
- 6M
- -3.42%
- 1Y
- 9.86%
- 3Y*
- 12.18%
- 5Y*
- 6.79%
- 10Y*
- 8.95%
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PSFF vs. CBALX - Expense Ratio Comparison
PSFF has a 0.75% expense ratio, which is higher than CBALX's 0.67% expense ratio.
Return for Risk
PSFF vs. CBALX — Risk / Return Rank
PSFF
CBALX
PSFF vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Swan SOS Fund of Funds ETF (PSFF) and Columbia Balanced Fund (CBALX). 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.
| PSFF | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.88 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.31 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.13 | +0.83 |
Martin ratioReturn relative to average drawdown | 10.50 | 4.82 | +5.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSFF | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.88 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | 0.62 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.99 | 0.68 | +0.32 |
Correlation
The correlation between PSFF and CBALX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PSFF vs. CBALX - Dividend Comparison
PSFF has not paid dividends to shareholders, while CBALX's dividend yield for the trailing twelve months is around 6.86%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSFF Pacer Swan SOS Fund of Funds ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CBALX Columbia Balanced Fund | 6.86% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
PSFF vs. CBALX - Drawdown Comparison
The maximum PSFF drawdown since its inception was -10.78%, smaller than the maximum CBALX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for PSFF and CBALX.
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Drawdown Indicators
| PSFF | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.78% | -34.53% | +23.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.58% | -7.87% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -10.78% | -20.91% | +10.13% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.73% | — |
Current DrawdownCurrent decline from peak | -2.00% | -6.56% | +4.56% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -5.34% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 1.84% | -0.61% |
Volatility
PSFF vs. CBALX - Volatility Comparison
The current volatility for Pacer Swan SOS Fund of Funds ETF (PSFF) is 2.86%, while Columbia Balanced Fund (CBALX) has a volatility of 3.14%. This indicates that PSFF experiences smaller price fluctuations and is considered to be less risky than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSFF | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 3.14% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 4.31% | 6.15% | -1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.70% | 11.45% | -1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.22% | 11.05% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.19% | 11.30% | -2.11% |