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Beacon
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BSR vs MOOD

Pacific Select Fund vs Relative Sentiment Tactical Allocation ETF

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

Key differences

  • MOOD costs 0.36% less per year.
  • Over the last 3 years, MOOD has delivered higher annualized returns.

Side-by-side comparison

BSRMOOD
Annual cost (TER)1.09%0.73%
Fund size (AUM)$39M$116M
Since20232022
Dividend yield1.02%0.36%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+13.2%+38.2%
CAGR 3Y+8.1%+20.7%
CAGR 5YN/AN/A
Sharpe 3Y0.341.45
Volatility 1Y8.70%14.16%
Max drawdown-15.68%-14.34%

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

Similar to BSR and MOOD