Pacer Swan SOS Moderate (April) ETF (PSMR) Performance
PSMR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.6% since Dec 31, 2025
- 1 year
- +12.2% total return
- 5 years
- +8.4% a year
- Since first price
- +8.7% a year since 2021
PSMR trailing returns vs SPY, QQQ, AGG
| Period | PSMR 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 | +4.8% | +4.8% | +7.8% | +8.4% | −1.5% |
| YTD | +10.6% | +10.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.2% | +12.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +43.0%+12.7%/yr | +43.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +50.0%+8.4%/yr | +50.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionApr 1, 2021 | +59.1%+8.7%/yr | +59.1% | — | — | — |
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: PSMR vs SPY
From Apr 1, 2021: PSMR grew to $15,907, SPY to $20,414.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
PSMR returns by calendar year
3 of 4 full years positive. Best 2023 (+16.9%), worst 2022 (−4.1%). 2026 is year to date.
PSMR annual returns table
| Year | PSMR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.6% | −1.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.7% | −11.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.0% | −4.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +16.9% | −4.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −4.1% | −10.9% | −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.
PSMR largest drawdowns
Now 0.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −11.8% | Apr 8, 2025 | Jul 25, 2025 | 49 days | 5 months |
| Apr 4, 2022 | −10.9% | Jun 16, 2022 | Apr 28, 2023 | 2 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
PSMR risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +12.3% | +8.9% | +8.6% |
| Volatility (annualized) | 6.1% | 7.6% | 7.3% |
| Sharpe ratio | 1.24 | 0.69 | 0.72 |
| Sortino ratio | 2.22 | 1.07 | 1.11 |
| Best month | +5.8% | +5.8% | +5.8% |
| Worst month | −4.5% | −5.0% | −5.0% |
| Best 12 months | +18.9% | +18.9% | +18.9% |
| Worst 12 months | +4.9% | −6.4% | −6.4% |
| Positive months | 81% | 72% | 72% |
| Beta vs S&P 500 | 0.43 | 0.45 | — |
| Correlation with S&P 500 | 0.88 | 0.93 | — |
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.
PSMR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 55 | −6.4% | +10.2% | +18.9% | 84% |
| 3-year (a year) | 31 | +5.9% | +10.8% | +13.2% | 100% |
| 5-year (a year) | 7 | +8.4% | +8.5% | +8.9% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
PSMR performance overview
Pacer Swan SOS Moderate (April) ETF (PSMR) returned +12.2% over the past year and +8.4% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned +8.7% a year, turning $10,000 into about $15,907. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −11.8%, from Feb 18, 2025 to Apr 8, 2025, and it took 4 months to get back to the old high. PSMR finished 3 of its 4 full calendar years with a gain; the best year was 2023 (+16.9%) and the worst 2022 (−4.1%). Volatility has been 7.3% a year.
Related: PSMR chart. See the PSMR overview for the latest quote and fund facts.
PSMR performance FAQ
What is the PSMR return over the past year?
PSMR returned +12.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.2%.
What is the average annual return of PSMR?
PSMR has returned +8.4% a year over 5 years, +8.7% a year since April 1, 2021 (total return, distributions reinvested).
How much would $10,000 invested in PSMR be worth?
$10,000 invested in PSMR at its first recorded close on April 1, 2021 would be worth about $15,907 on October 23, 2026 with distributions reinvested.
What was the worst year for PSMR?
The worst calendar year was 2022, with a total return of −4.1%. The best was 2023 at +16.9%.
What is the biggest drawdown of PSMR?
The largest peak-to-trough decline was −11.8% between February 18, 2025 and April 8, 2025. It recovered to the old high on July 25, 2025, 4 months after the bottom.
How volatile is PSMR?
Over the past 3 years PSMR had an annualized volatility of 6.1% and a Sharpe ratio of 1.24 (excess return over 1–3 month T-bills per unit of risk).