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Upturn AI SWOT - About
Pacer Trendpilot US Bond ETF (PTBD)
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Upturn Advisory Summary
10/24/2025: PTBD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.24% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 19.01 - 20.03 | Updated Date 06/30/2025 |
52 Weeks Range 19.01 - 20.03 | Updated Date 06/30/2025 |
Upturn AI SWOT
Pacer Trendpilot US Bond ETF
ETF Overview
Overview
The Pacer Trendpilot US Bond ETF (PTBD) seeks to protect capital while providing upside participation in the U.S. bond market by using a rules-based, trend-following strategy. It primarily invests in U.S. Treasury bonds. Asset allocation shifts based on the price trend of the fund's benchmark.
Reputation and Reliability
Pacer ETFs is known for its rules-based and strategy-driven ETF products, and it's considered a reliable issuer in the ETF market.
Management Expertise
Pacer ETFs has a dedicated team with expertise in developing and managing quantitative investment strategies.
Investment Objective
Goal
To provide capital appreciation with downside protection by systematically adjusting exposure to US Treasury bonds based on trend analysis.
Investment Approach and Strategy
Strategy: The ETF employs a Trendpilot strategy, moving between 100% investment in U.S. Treasury bonds, 50% bonds and 50% cash, or 100% cash based on the 200-day simple moving average of its benchmark index.
Composition The ETF primarily holds U.S. Treasury bonds of varying maturities. It can also hold cash equivalents when the trend signal indicates.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 27.70 million
Competitors
Key Competitors
- iShares 7-10 Year Treasury Bond ETF (IEF)
- Vanguard Total Bond Market ETF (BND)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Competitive Landscape
The bond ETF market is highly competitive, with several large players offering broad exposure to the U.S. bond market. PTBD differentiates itself through its trend-following strategy, which aims to provide downside protection during market downturns. A potential disadvantage may be underperformance during strong bull markets for bonds compared to passively managed competitors.
Financial Performance
Historical Performance: Historical performance data is not easily represented in this format.
Benchmark Comparison: Benchmark comparison data is not easily represented in this format.
Expense Ratio: 0.60
Liquidity
Average Trading Volume
The ETF has a relatively low average trading volume, which can potentially lead to wider bid-ask spreads.
Bid-Ask Spread
Due to lower trading volumes, the bid-ask spread may be wider compared to more liquid bond ETFs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and economic growth significantly impact the bond market, affecting PTBD's performance. Changes in investor sentiment towards risk also influence bond prices.
Growth Trajectory
The growth trajectory depends on the ETF's ability to effectively navigate different market cycles using its Trendpilot strategy. Changes to the underlying index or strategy would be key to watch.
Moat and Competitive Advantages
Competitive Edge
PTBD's competitive advantage lies in its Trendpilot strategy, which aims to reduce portfolio volatility and protect capital during bond market declines. The strategy automatically adjusts exposure based on trend signals, potentially mitigating losses. This approach appeals to investors seeking a defensive bond allocation. The ETF's rules-based methodology offers transparency and discipline.
Risk Analysis
Volatility
The ETF's volatility can be influenced by the trend-following strategy, potentially leading to lower volatility during downturns but potentially higher volatility during periods of rapid market changes.
Market Risk
PTBD is subject to interest rate risk, credit risk (although minimal due to focus on U.S. Treasuries), and the risk that the Trendpilot strategy may not perform as expected in all market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile is a risk-averse investor seeking downside protection in their bond portfolio. Investors nearing retirement or those with a low tolerance for market volatility might find this ETF appealing.
Market Risk
This ETF is more suitable for long-term investors seeking a defensive bond allocation with a focus on capital preservation rather than maximizing returns during bull markets.
Summary
The Pacer Trendpilot US Bond ETF (PTBD) offers a unique approach to bond investing by employing a trend-following strategy. It aims to protect capital during bond market downturns while still participating in upside potential. Its rules-based Trendpilot strategy adjusts exposure based on the 200-day moving average of its benchmark. The ETF's suitability is best for risk-averse investors seeking a defensive bond allocation, especially during uncertain economic environments, but the expense ratio of 0.60% may be a consideration for some investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Pacer ETFs Website
- ETF.com
- Seeking Alpha
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor. Data is based on available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pacer Trendpilot US Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index uses an objective, rules-based methodology to implement a systematic trend-following strategy that directs exposure to one of the following positions: (i) 100% to the S&P U.S. High Yield Corporate Bond Index, (ii) 50% to the S&P U.S. High Yield Corporate Bond Index and 50% to the S&P U.S. Treasury Bond 7-10 Year Index or (iii) 100% to S&P U.S. Treasury Bond 7-10 Year Index, depending on the "Risk Ratio. Normally at least 80% of the fund's total assets will be invested in the component securities of the index.
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