PSMDPacer Swan SOS Moderate (January) ETF
Seeks to provide investors with returns that are subject to a cap and a buffer against certain Underlying ETF losses.
By Pacer · Launched 2020
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$95M
#3,154 of 6,040 · mid-size
Return (1Y)
+11.3%
Track Record
5 years
#2,232 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,123+11.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 5 holdings = 100.0% of fundconcentrated
N/A
100.7%
N/A
3.5%
U.S. Bank Money Market Deposit AccountUSBFS03
0.5%
N/A
-1.4%
N/A
-3.2%
Asset allocation
Stocks
191.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
5.8%Low
Year-on-year price swings
Max drawdown
-12.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.03Strong risk-adjusted returns
Sortino (3Y)
1.55Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with returns that are subject to a cap and a buffer against certain Underlying ETF losses.
- Strategy
- Actively manages a structured outcome strategy using FLEX Options referencing the Underlying ETF. Aims to provide returns that match the Underlying ETF's performance up to a cap, while offering a buffer against the first 15% of losses.
- Inception date
- December 22, 2020
- Fund family
- Pacer
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Data updated on 2026-09-18