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Beacon

PWSPacer WealthShield ETF

Grow my money8y track recordRanked #1,988 of 3,055 in this goal

Tracks the total return performance of the Pacer WealthShield Index.

By Pacer · Launched 2017

Annual Cost

0.60%

#3,337 of 6,040 · average

Fund Size

$25M

#4,401 of 6,040 · small

Return (1Y)

+5.2%

Track Record

8 years

#1,658 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,390+3.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Index tracking

Index tracked

Pacer WealthShield Index

Holdings

By weight

Concentration

Top 5 holdings = 100.0% of fundconcentrated

TREASURY BILL
95.1%
U.S. Bank Money Market Deposit AccountUSBFS03
4.9%
Pfizer Inc2596459D
0.0%
Roche Holding AG2595777D
0.0%
ABIOMED INC
0.0%

Asset allocation

Stocks
99.8%
Cash
0.1%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.0%Moderate

Year-on-year price swings

Max drawdown
-24.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.35Below average
Sortino (3Y)
0.50Moderate downside risk

Bond profile

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the total return performance of the Pacer WealthShield Index.
Strategy
Employs a passive management approach to track the total return performance of the Pacer WealthShield Index, utilizing a systematic risk management strategy that directs exposure to U.S. equity securities or U.S. Treasury securities based on market conditions. Aims for a correlation of 95% or better with the Index.
Inception date
December 11, 2017
Fund family
Pacer

Next steps

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Data updated on 2026-09-18