A strategy driven index that uses trend following to alternate exposure between a High Yield Corporate Bond Index and U.S. Treasury Bond Index.
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Index Methodology |
Index Facts | Index Statistics | Top 10 Holdings | Sector Breakdown | Hypothetical Growth |
Historical Performance | Calendar Year Returns
Index Facts
as of 3/31/2024
| Bloomberg Index Symbol | PTBDTR |
| Exchange Index Symbol | PTBDTR |
| Index Inception Date | 9/9/2019 |
| Base Index Value | 100 |
| Number of Components in Index | - |
| Total Return Index Closing Value ($) | - |
Index Statistics
as of 3/31/2024
| High Yield | Treasury Bond | |
| Par Weighted Coupon (%) | 6.07 | 2.94 |
| Weighted Average Years to Maturity | 5.22 | 8.44 |
| Modified Duration | 3.11 | 7.19 |
| Yield to Maturity (%) | 7.76 | 4.21 |
There is no guarantee dividends will be paid.
Hypothetical Growth of $10,000 (Gross of Fees)
12/31/1999 - 3/31/2024
Historical Performance and Volatility Comparison (%)
12/31/1999 - 3/31/2024
| Pacer Trendpilot US Bond Index | iBoxx USD Liquid High Yield Index | iBoxx USD Treasuries 7-10 Year Index | |
|---|---|---|---|
| Annualized Average Return | 8.58 | 5.14 | 4.24 |
| Annualized Volatility | 4.99 | 6.12 | 6.50 |
Minimum and Maximum Calendar Year Returns (%)
12/31/1999 - 3/31/2024
| Pacer Trendpilot US Bond Index | iBoxx USD Liquid High Yield Index | iBoxx USD Treasuries 7-10 Year Index | |
|---|---|---|---|
| Maximum Return | 40.06 (2009) |
44.46 (2009) |
19.44 (2008) |
| Minimum Return | -18.90 (2022) |
-23.88 (2008) |
-14.78 (2022) |
All Indexes shown are Total Return Indexes.
PAST PERFORMANCE (WHETHER RETROSPECTIVELY CALCULATED OR ACTUAL HISTORICAL) IS NOT INDICATIVE OF FUTURE RESULTS. YOU CANNOT INVEST DIRECTLY IN AN INDEX. FOR INSTITUTIONAL INVESTORS ONLY. NOT FOR USE WITH THE RETAIL PUBLIC.
This material is presented for general information purposes only, and does not constitute an offer to sell securities.
The information contained in this document is provided without express or implied warranties of any kind. To the fullest extent allowable by law, Index Design Group expressly disclaims any and all such warranties, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose, and further disclaims all liability for errors and omissions in these materials and for the use or interpretation by others of information contained herein.
The Indexes and services offered by Index Design Group, LLC. are not guaranteed as far as return and/or principal and investors may, in fact, lose money. Investment professionals should review the appropriateness and suitability of any investment to ensure it meets the risk parameters of the client. This document is neither a solicitation or an offer to buy any interest in any of our offerings. Certain investments may be purchased only by qualified individuals or institutions.
Index performance returns are for illustrative purposes only and do not represent actual fund or portfolio performance. Investing involves risks, including possible loss of principal.