See what your fund actually adds
Pacer Swan SOS Moderate (July) ETF PSMJ
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | PSMJ | Replication |
|---|---|---|
| Annualized growth | 10.9% | 6.9% |
| Annualized volatility | 8.2% | 7.0% |
| Sharpe ratio | 1.31 | 0.99 |
| Maximum drawdown | 9.8% | 14.2% |
| Replication fit (R²) | 0.76 · Tracking error 4.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model PSMJ’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| WTMF | Alternatives · Mgt Futures | 33.3% |
| SPHY | FI · High Yield | 27.1% |
| VCIT | FI · IG Credit | 18.2% |
| XLK | Sector · Technology | 11.1% |
| XLF | Sector · Financials | 10.3% |