Pacer Benchmark Data & Infrastructure Real… (SRVR) Performance
SRVR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.1% since Dec 31, 2025
- 1 year
- −9.6% total return
- 5 years
- −5.1% a year
- Since first price
- +3.7% a year since 2018
SRVR trailing returns vs SPY, QQQ, AGG
| Period | SRVR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −6.9% | −6.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −8.9% | −10.8% | +3.2% | +1.9% | −0.4% |
| 6 months | −20.2% | −22.1% | +7.8% | +8.4% | −1.5% |
| YTD | −1.1% | −4.1% | +12.3% | +15.1% | −1.0% |
| 1 year | −9.6% | −13.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +22.4%+7.0%/yr | +13.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −22.9%−5.1%/yr | −32.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionMay 16, 2018 | +35.9%+3.7%/yr | +11.3% | — | — | — |
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: SRVR vs SPY
From May 16, 2018: SRVR grew to $13,588, SPY to $31,750.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SRVR returns by calendar year
5 of 7 full years positive. Best 2019 (+42.0%), worst 2022 (−31.9%). 2026 is year to date.
SRVR annual returns table
| Year | SRVR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.1% | −22.1% | +12.3% | +15.1% | −1.0% |
| 2025 | −2.0% | −16.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.7% | −13.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.8% | −23.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −31.9% | −38.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +22.3% | −12.4% | +28.7% | +27.4% | −1.8% |
| 2020 | +12.0% | −32.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +42.0% | −7.7% | +31.2% | +39.0% | +8.5% |
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.
SRVR largest drawdowns
Now 27.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 31, 2021 | −41.0% | Oct 25, 2023 | not yet | 1.8 years | 4.8 years so far |
| Feb 21, 2020 | −32.9% | Mar 23, 2020 | Jul 1, 2020 | 31 days | 4 months |
| Aug 29, 2018 | −16.3% | Dec 24, 2018 | Feb 14, 2019 | 4 months | 6 months |
| Feb 2, 2021 | −12.4% | Mar 8, 2021 | Apr 15, 2021 | 34 days | 2 months |
| Sep 3, 2021 | −11.3% | Oct 11, 2021 | Dec 30, 2021 | 38 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
SRVR risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +5.7% | −3.6% | +3.9% |
| Volatility (annualized) | 19.5% | 21.1% | 19.0% |
| Sharpe ratio | 0.16 | -0.24 | 0.16 |
| Sortino ratio | 0.25 | -0.33 | 0.23 |
| Best month | +14.2% | +14.2% | +14.2% |
| Worst month | −8.6% | −15.5% | −15.5% |
| Best 12 months | +27.4% | +27.4% | +42.0% |
| Worst 12 months | −7.6% | −31.9% | −31.9% |
| Positive months | 47% | 43% | 54% |
| Beta vs S&P 500 | 0.96 | 0.99 | — |
| Correlation with S&P 500 | 0.62 | 0.74 | — |
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.
SRVR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 90 | −31.9% | +8.8% | +42.0% | 67% |
| 3-year (a year) | 66 | −10.0% | +0.4% | +24.8% | 53% |
| 5-year (a year) | 42 | −5.0% | +0.6% | +7.2% | 67% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
SRVR performance overview
Pacer Benchmark Data & Infrastructure Real… (SRVR) returned −9.6% over the past year and −5.1% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +3.7% a year, turning $10,000 into about $13,588. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −41.0%, from Dec 31, 2021 to Oct 25, 2023; the fund has not yet regained that high. SRVR finished 5 of its 7 full calendar years with a gain; the best year was 2019 (+42.0%) and the worst 2022 (−31.9%). Volatility has been 19.0% a year.
Related: SRVR chart, SRVR holdings, SRVR dividends, SRVR valuation. See the SRVR overview for the latest quote and fund facts.
SRVR performance FAQ
What is the SRVR return over the past year?
SRVR returned −9.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 13.6%.
What is the average annual return of SRVR?
SRVR has returned −5.1% a year over 5 years, +3.7% a year since May 16, 2018 (total return, distributions reinvested).
How much would $10,000 invested in SRVR be worth?
$10,000 invested in SRVR at its first recorded close on May 16, 2018 would be worth about $13,588 on October 23, 2026 with distributions reinvested.
What was the worst year for SRVR?
The worst calendar year was 2022, with a total return of −31.9%. The best was 2019 at +42.0%.
What is the biggest drawdown of SRVR?
The largest peak-to-trough decline was −41.0% between December 31, 2021 and October 25, 2023. It has not yet recovered to that high; it is 27.6% below its peak.
How volatile is SRVR?
Over the past 3 years SRVR had an annualized volatility of 19.5% and a Sharpe ratio of 0.16 (excess return over 1–3 month T-bills per unit of risk).