Pacer Swan SOS Moderate (July) ETF (PSMJ) Performance
PSMJ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.0% since Dec 31, 2025
- 1 year
- +8.8% total return
- 5 years
- +10.4% a year
- Since first price
- +10.3% a year since 2021
PSMJ trailing returns vs SPY, QQQ, AGG
| Period | PSMJ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.2% | −0.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.5% | +2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.2% | +4.2% | +7.8% | +8.4% | −1.5% |
| YTD | +7.0% | +7.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.8% | +8.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +49.6%+14.4%/yr | +49.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +63.9%+10.4%/yr | +63.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 30, 2021 | +68.3%+10.3%/yr | +68.2% | — | — | — |
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: PSMJ vs SPY
From Jun 30, 2021: PSMJ grew to $16,827, SPY to $19,043.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PSMJ returns by calendar year
3 of 4 full years positive. Best 2023 (+19.8%), worst 2022 (−2.4%). 2026 is year to date.
PSMJ annual returns table
| Year | PSMJ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.0% | −3.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.3% | −10.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.1% | −4.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +19.8% | −5.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −2.4% | −8.4% | −18.2% | −32.6% | −13.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
PSMJ largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −10.9% | Apr 8, 2025 | Jun 4, 2025 | 49 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
PSMJ risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +14.5% | +11.2% | +10.7% |
| Volatility (annualized) | 6.4% | 7.9% | 7.8% |
| Sharpe ratio | 1.50 | 0.94 | 0.91 |
| Sortino ratio | 3.27 | 1.64 | 1.59 |
| Best month | +5.4% | +6.0% | +6.0% |
| Worst month | −3.5% | −5.1% | −5.1% |
| Best 12 months | +21.0% | +21.3% | +21.3% |
| Worst 12 months | +6.1% | −3.6% | −3.6% |
| Positive months | 78% | 68% | 68% |
| Beta vs S&P 500 | 0.47 | 0.46 | — |
| Correlation with S&P 500 | 0.92 | 0.91 | — |
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.
PSMJ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 53 | −3.6% | +12.8% | +21.3% | 91% |
| 3-year (a year) | 29 | +9.4% | +13.0% | +16.8% | 100% |
| 5-year (a year) | 5 | +10.3% | +10.5% | +11.2% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
PSMJ performance overview
Pacer Swan SOS Moderate (July) ETF (PSMJ) returned +8.8% over the past year and +10.4% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +10.3% a year, turning $10,000 into about $16,827. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −10.9%, from Feb 18, 2025 to Apr 8, 2025, and it took 57 days to get back to the old high. PSMJ finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+19.8%) and the worst 2022 (−2.4%). Volatility has been 7.8% a year.
Related: PSMJ chart. See the PSMJ overview for the latest quote and fund facts.
PSMJ performance FAQ
What is the PSMJ return over the past year?
PSMJ returned +8.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.8%.
What is the average annual return of PSMJ?
PSMJ has returned +10.4% a year over 5 years, +10.3% a year since June 30, 2021 (total return, distributions reinvested).
How much would $10,000 invested in PSMJ be worth?
$10,000 invested in PSMJ at its first recorded close on June 30, 2021 would be worth about $16,827 on October 23, 2026 with distributions reinvested.
What was the worst year for PSMJ?
The worst calendar year was 2022, with a total return of −2.4%. The best was 2023 at +19.8%.
What is the biggest drawdown of PSMJ?
The largest peak-to-trough decline was −10.9% between February 18, 2025 and April 8, 2025. It recovered to the old high on June 4, 2025, 57 days after the bottom.
How volatile is PSMJ?
Over the past 3 years PSMJ had an annualized volatility of 6.4% and a Sharpe ratio of 1.50 (excess return over 1–3 month T-bills per unit of risk).