Pacer Pacific Asset Floating Rate High Income… (FLRT) Performance

NYSE Arca: FLRTTotal returns, calendar years, drawdowns and risk since 2015.

FLRT total return

Distributions reinvested · as of Oct 23, 2026
YTD
+3.0%
since Dec 31, 2025
1 year
+4.6%
total return
5 years
+6.0%
a year
10 years
+4.7%
a year
Since first price
+4.4%
a year since 2015

FLRT trailing returns vs SPY, QQQ, AGG

FLRT trailing returns
PeriodFLRT total returnPrice onlyS&P 500 (SPY)Nasdaq-100 (QQQ)U.S. bonds (AGG)
1 month−0.5%−1.4%−1.0%−5.0%+0.9%
3 months+0.7%−0.9%+3.2%+1.9%−0.4%
6 months+2.3%−0.7%+7.8%+8.4%−1.5%
YTD+3.0%−2.1%+12.3%+15.1%−1.0%
1 year+4.6%−2.0%+14.4%+15.9%−1.1%
3 years+24.2%+7.5%/yr−0.8%+87.4%+23.3%/yr+101.4%+26.3%/yr+16.6%+5.2%/yr
5 years+33.7%+6.0%/yr−5.8%+79.3%+12.4%/yr+94.0%+14.2%/yr−0.8%−0.2%/yr
10 years+58.9%+4.7%/yr−6.7%+315.9%+15.3%/yr+538.9%+20.4%/yr+14.0%+1.3%/yr
Since inceptionFeb 19, 2015+66.1%+4.4%/yr−7.7%———

Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.

Growth of $10,000: FLRT vs SPY

FLRTS&P 500 (SPY)

From Feb 19, 2015: FLRT grew to $16,613, SPY to $43,925.

Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.

FLRT returns by calendar year

FLRTSPY

8 of 10 full years positive. Best 2023 (+14.6%), worst 2022 (−2.7%). 2026 is year to date.

FLRT annual returns table

FLRT calendar-year returns
YearFLRTLargest dropSPYQQQAGG
2026YTD+3.0%−1.8%+12.3%+15.1%−1.0%
2025+6.2%−2.9%+17.7%+20.8%+7.2%
2024+9.2%−0.5%+24.9%+25.6%+1.3%
2023+14.6%−1.6%+26.2%+54.9%+5.7%
2022−2.7%−7.6%−18.2%−32.6%−13.0%
2021+3.2%−0.6%+28.7%+27.4%−1.8%
2020+2.8%−21.0%+18.3%+48.6%+7.5%
2019+9.4%−0.9%+31.2%+39.0%+8.5%
2018−0.9%−4.9%−4.6%−0.1%+0.1%
2017+1.4%−6.6%+21.7%+32.7%+3.6%
2016+9.9%−4.4%+12.0%+7.1%+2.4%

Largest drop = deepest fall from a high within that calendar year.

Calendar-year return vs largest drop within the year

Calendar-year returnLargest drop within the year

Most years include a sizable fall at some point even when the year ends higher.

FLRT largest drawdowns

Now 0.7% below the high
FLRT largest drawdowns
PeakDeclineBottomRecoveredFallUnderwater
Jan 22, 2020−21.0%Mar 24, 2020Nov 9, 20202 months10 months

Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.

FLRT risk statistics

FLRT risk statistics
Statistic3 years5 years10 yearsSince 2015
Annualized return+7.4%+6.1%+4.7%+4.6%
Volatility (annualized)2.1%4.0%5.5%5.3%
Sharpe ratio1.400.620.460.50
Sortino ratio2.690.880.590.65
Best month+2.0%+3.1%+4.9%+4.9%
Worst month−1.0%−4.0%−11.3%−11.3%
Best 12 months+11.9%+15.0%+17.8%+17.8%
Worst 12 months+4.4%−5.9%−7.7%−7.7%
Positive months86%78%75%71%
Beta vs S&P 5000.110.130.21—
Correlation with S&P 5000.640.520.60—

From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.

FLRT rolling returns

FLRT rolling returns
Holding periodPeriodsWorstMedianBestPositive
1-year128−7.7%+4.2%+17.8%89%
3-year (a year)104−1.0%+3.8%+10.9%99%
5-year (a year)80+0.7%+3.9%+8.1%100%
10-year (a year)20+4.3%+4.8%+5.2%100%

Every holding period starting at a month-end since 2015. Returns for 3 years and longer are annualized.

FLRT performance overview

Pacer Pacific Asset Floating Rate High Income… (FLRT) returned +4.6% over the past year and +4.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2015 it has returned +4.4% a year, turning $10,000 into about $16,613. Over the same year S&P 500 (SPY) returned +14.4%.

The deepest decline was −21.0%, from Jan 22, 2020 to Mar 24, 2020, and it took 8 months to get back to the old high. FLRT finished 8 of its 10 full calendar years with a gain; the best year was 2023 (+14.6%) and the worst 2022 (−2.7%). Volatility has been 5.3% a year.

Related: FLRT chart, FLRT dividends. See the FLRT overview for the latest quote and fund facts.

FLRT performance FAQ

What is the FLRT return over the past year?

FLRT returned +4.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.0%.

What is the average annual return of FLRT?

FLRT has returned +6.0% a year over 5 years, +4.7% a year over 10 years, +4.4% a year since February 19, 2015 (total return, distributions reinvested).

How much would $10,000 invested in FLRT be worth?

$10,000 invested in FLRT at its first recorded close on February 19, 2015 would be worth about $16,613 on October 23, 2026 with distributions reinvested.

What was the worst year for FLRT?

The worst calendar year was 2022, with a total return of −2.7%. The best was 2023 at +14.6%.

What is the biggest drawdown of FLRT?

The largest peak-to-trough decline was −21.0% between January 22, 2020 and March 24, 2020. It recovered to the old high on November 9, 2020, 8 months after the bottom.

How volatile is FLRT?

Over the past 3 years FLRT had an annualized volatility of 2.1% and a Sharpe ratio of 1.40 (excess return over 1–3 month T-bills per unit of risk).