PSMOPacer Swan SOS Moderate (October) ETF
Seeks to provide investors with returns that reflect the performance of the Underlying ETF, subject to a cap and buffer.
By Pacer · Launched 2021
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$101M
#3,082 of 6,040 · mid-size
Return (1Y)
+11.3%
Track Record
4 years
#2,456 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,125+11.3%
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
101.1%
N/A
2.0%
U.S. Bank Money Market Deposit AccountUSBFS03
0.5%
N/A
-0.7%
N/A
-2.8%
Asset allocation
Stocks
189.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.3%Low
Year-on-year price swings
Max drawdown
-9.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.04Strong risk-adjusted returns
Sortino (3Y)
1.55Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with returns that reflect the performance of the Underlying ETF, subject to a cap and buffer.
- Strategy
- Actively manages a structured outcome strategy using FLEX Options to provide a buffer against the first 15% of Underlying ETF losses while capping upside returns. The Fund aims to match the Underlying ETF's performance up to a pre-determined cap over an approximate one-year Investment Period.
- Inception date
- September 30, 2021
- Fund family
- Pacer
Similar funds
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Data updated on 2026-09-18