PSMJ Performance — Pacer Swan SOS Moderate (July) ETF
Data updated: 2026-09-29
PSMJ returned +5.35% year to date and +10.56% over one year to Jul 2026. Annualised returns are +12.13% over 3 years and +10.49% over 5 years. Against its Alternative category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $141, against $168 for the category, and to $111 over one year, against $108. Volatility over the past three years was 6.80% a year. In the 12 months to Jul 2026 the fund took in a net $8.1M, and assets reached $94.13M.
PSMJ Growth of $100
What $100 invested in Pacer Swan SOS Moderate (July) ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Alternative category average over the same months.
| Period | PSMJ | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $111 | $108 |
| 3 years (Aug 2023 – Jul 2026) | $141 | $168 |
| 5 years (Aug 2021 – Jul 2026) | $165 | $159 |
| Since data start (Jun 2021 – Jul 2026) | $166 | $160 |
PSMJ Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.35% |
| 1 year | +10.56% |
| 3 years (annualised) | +12.13% |
| 5 years (annualised) | +10.49% |
PSMJ Annual Returns
Calendar-year total returns of Pacer Swan SOS Moderate (July) ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +5.35% |
| 2025 | +13.03% |
| 2024 | +14.11% |
| 2023 | +19.95% |
| 2022 | −2.23% |
| 2021 (Jun–Dec) | +3.94% |
PSMJ Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.6% | +0.1% | −1.8% | +4.5% | +1.2% | +0.4% | +0.3% | — | — | — | — | — |
| 2025 | +1.5% | −0.4% | −3.4% | −0.2% | +4.1% | +4.9% | +1.2% | +1.3% | +1.6% | +0.7% | +0.5% | +0.8% |
| 2024 | +1.1% | +2.6% | +1.3% | −0.8% | +2.4% | +0.7% | +1.1% | +1.6% | +1.4% | −0.4% | +3.1% | −0.8% |
| 2023 | +4.1% | −1.5% | +2.5% | +1.4% | +0.3% | +6.0% | +2.0% | −0.8% | −2.6% | −1.2% | +5.6% | +2.9% |
| 2022 | −1.0% | −1.2% | +1.7% | −3.9% | +0.3% | −0.6% | +4.5% | −2.0% | −5.1% | +4.8% | +3.4% | −2.6% |
| 2021 | — | — | — | — | — | 0.0% | +0.6% | +1.0% | −1.6% | +2.6% | −0.8% | +2.1% |
PSMJ Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 6.80%
- 3-year Sharpe ratio: 1.12 (vs 4.5% risk-free rate)
- Best month: +5.64% (Nov 2023)
- Worst month: −3.41% (Mar 2025)
PSMJ Fund Flows
Monthly money in and out of Pacer Swan SOS Moderate (July) ETF, from SEC Form N-PORT.
- 12-month net flow: $8.1M
- 12-month gross sales (incl. reinvestments): $107.3M
- Sales ÷ redemptions: 1.08×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $2.5M | $0 | $2.5M |
| Jun 2026 | $90.8M | $88.1M | $2.8M |
| May 2026 | $0 | $833K | −$833K |
| Apr 2026 | $0 | $0 | $0 |
| Mar 2026 | $0 | $2.4M | −$2.4M |
| Feb 2026 | $0 | $1.6M | −$1.6M |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $801K | $1.6M | −$807K |
| Nov 2025 | $0 | $3.2M | −$3.2M |
| Oct 2025 | $789K | $789K | −$318 |
| Sep 2025 | $3.9M | $780K | $3.1M |
| Aug 2025 | $8.5M | $0 | $8.5M |
PSMJ Assets Under Management
Net assets of Pacer Swan SOS Moderate (July) ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $94.13M |
| 2026-04-30 | $88.13M |
| 2026-01-31 | $89.92M |
| 2025-10-31 | $92.14M |
| 2025-07-31 | $77.46M |
| 2025-04-30 | $70.79M |
| 2025-01-31 | $80.98M |
| 2024-10-31 | $78.68M |
| 2024-07-31 | $67.84M |
| 2024-04-30 | $59.23M |
| 2024-01-31 | $59.93M |
| 2023-10-31 | $41.89M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.