PSMRPacer Swan SOS Moderate (April) ETF
Seeks to provide investors with returns that match the Underlying ETF's performance, subject to a cap and buffer.
By Pacer · Launched 2021
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$91M
#3,188 of 6,040 · mid-size
Return (1Y)
+12.5%
Track Record
5 years
#2,306 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,250+12.5%
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
104.7%
N/A
3.4%
U.S. Bank Money Market Deposit AccountUSBFS03
0.5%
N/A
-1.6%
N/A
-7.0%
Asset allocation
Stocks
191.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.7%Low
Year-on-year price swings
Max drawdown
-11.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.94Decent risk-adjusted returns
Sortino (3Y)
1.36Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with returns that match the Underlying ETF's performance, 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 predetermined cap over an approximate one-year Investment Period.
- Inception date
- March 31, 2021
- Fund family
- Pacer
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save PSMR to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18