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Beacon
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BSR vs BTR

Pacific Select Fund vs Beacon Tactical Risk ETF

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

BTR

Beacon Tactical Risk ETF

Beacon Capital Management Inc

Annual cost

1.08%

Fund size

$37M

Key differences

  • Over the last 3 years, BSR has delivered higher annualized returns.

Side-by-side comparison

BSRBTR
Annual cost (TER)1.09%1.08%
Fund size (AUM)$39M$37M
Since20232023
Dividend yield1.02%1.19%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+12.5%+20.4%
CAGR 3Y+8.0%+4.2%
CAGR 5YN/AN/A
Sharpe 3Y0.330.11
Volatility 1Y8.71%9.77%
Max drawdown-15.68%-16.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BSR and BTR