Pacer Swan SOS Moderate (October) ETF (PSMO) Performance
PSMO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +9.0% since Dec 31, 2025
- 1 year
- +10.8% total return
- 5 years
- +9.9% a year
- Since first price
- +10.2% a year since 2021
PSMO trailing returns vs SPY, QQQ, AGG
| Period | PSMO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.1% | +0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.1% | +3.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.2% | +6.2% | +7.8% | +8.4% | −1.5% |
| YTD | +9.0% | +9.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.8% | +10.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +42.9%+12.6%/yr | +42.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +60.1%+9.9%/yr | +60.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionSep 30, 2021 | +63.5%+10.2%/yr | +63.5% | — | — | — |
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: PSMO vs SPY
From Sep 30, 2021: PSMO grew to $16,351, SPY to $18,934.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PSMO returns by calendar year
3 of 4 full years positive. Best 2023 (+20.5%), worst 2022 (−1.3%). 2026 is year to date.
PSMO annual returns table
| Year | PSMO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +9.0% | −4.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.4% | −9.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +9.4% | −1.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.5% | −3.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −1.3% | −9.3% | −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.
PSMO risk statistics
| Statistic | 3 years | 5 years |
|---|---|---|
| Annualized return | +12.4% | +10.3% |
| Volatility (annualized) | 5.9% | 6.8% |
| Sharpe ratio | 1.27 | 0.98 |
| Sortino ratio | 2.71 | 1.79 |
| Best month | +5.4% | +5.4% |
| Worst month | −2.8% | −4.2% |
| Best 12 months | +17.7% | +20.5% |
| Worst 12 months | +3.7% | −2.6% |
| Positive months | 75% | 68% |
| Beta vs S&P 500 | 0.45 | 0.41 |
| Correlation with S&P 500 | 0.95 | 0.94 |
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.
PSMO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 50 | −2.6% | +11.4% | +20.5% | 94% |
| 3-year (a year) | 26 | +8.7% | +12.2% | +14.7% | 100% |
| 5-year (a year) | 2 | +9.8% | +10.1% | +10.3% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
PSMO performance overview
Pacer Swan SOS Moderate (October) ETF (PSMO) returned +10.8% over the past year and +9.9% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +10.2% a year, turning $10,000 into about $16,351. Over the same year S&P 500 (SPY) returned +14.4%.
Related: PSMO chart. See the PSMO overview for the latest quote and fund facts.
PSMO performance FAQ
What is the PSMO return over the past year?
PSMO returned +10.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.8%.
What is the average annual return of PSMO?
PSMO has returned +9.9% a year over 5 years, +10.2% a year since September 30, 2021 (total return, distributions reinvested).
How much would $10,000 invested in PSMO be worth?
$10,000 invested in PSMO at its first recorded close on September 30, 2021 would be worth about $16,351 on October 23, 2026 with distributions reinvested.
What was the worst year for PSMO?
The worst calendar year was 2022, with a total return of −1.3%. The best was 2023 at +20.5%.
How volatile is PSMO?
Over the past 3 years PSMO had an annualized volatility of 5.9% and a Sharpe ratio of 1.27 (excess return over 1–3 month T-bills per unit of risk).