(PTLC) Pacer Trendpilot US Large - BATS

ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 3.278m USD | Total Return: 20.5% in 12m

Large Cap Equities, Treasury Bills, Index Tracking
Total Rating 43
Safety 32
Buy Signal -0.34
Large Blend
Category Rotation: -9.4
TER: 0.60%
AUM: 3.28B
Avg Turnover: 6.10M
Risk 3d forecast
Volatility15.1%
VaR 5th Pctl2.86%
VaR vs Median5.54%
Reward TTM
Sharpe Ratio1.27
Rel. Str. IBD46.5
Rel. Str. Peer Group8.7
Character TTM
Beta0.858
Beta Downside0.953
Hurst Exponent0.455
Drawdowns 3y
Max DD15.17%
CAGR/Max DD0.94
CAGR/Mean DD4.46

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: PTLC Pacer Trendpilot US Large

PTLC follows a rules-based, trend-following strategy designed to mitigate equity downside by rotating between the S&P 500 Index and 3-Month U.S. Treasury bills. The fund’s allocation is determined by the relationship between the S&P 500s current price and its 200-day simple moving average, shifting to 50% or 100% cash equivalents when the index underperforms its historical trend.

This model categorizes as a Large Blend ETF, focusing on high-market-capitalization U.S. equities while incorporating a defensive risk-management overlay. Trend-following strategies are a subset of systematic investing, often used by institutional investors to reduce volatility during sustained bear markets without requiring active human discretion.

Investors can further examine these performance metrics and historical trends on ValueRay. Given its structure, the fund maintains at least 80% of its assets in the component securities of its underlying index to ensure tracking consistency.

Headlines to Watch Out For
  • S&P 500 price action relative to 200-day moving average triggers asset reallocation
  • Systematic trend-following methodology dictates exposure shifts between equities and Treasury bills
  • Large-cap equity momentum determines 100% S&P 500 index participation levels
  • Short-term U.S. Treasury yields impact returns during defensive capital preservation phases
  • Market volatility spikes influence timing of rules-based risk mitigation transitions
What is the price of PTLC shares?

As of June 20, 2026, the stock is trading at USD 58.28 with a total of 82,172 shares traded.
Over the past week, the price has changed by +1.55%, over one month by +1.41%, over three months by +8.19% and over the past year by +20.46%.

Is PTLC a buy, sell or hold?

Pacer Trendpilot US Large has no consensus analysts rating.