BTAL: AGF U.S. Market Neutral Anti-Beta Fund
Performance
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Summary
BTAL at a glance
BTAL returned -12.39% over the past year and -1.84% a year over five years. Its worst drop in that year was -29.19%, smaller than 22% of ETFs on Redstone, and its Sharpe ratio of -0.57 beats 21% of ETFs on Redstone. It yields 2.75%.
Current Drawdown
-15.77%
Rolling Volatility
32.14%
Dividends
BTAL dividends
Yield
2.75%
Paid, past year
$0.36
Pays
Yearly
Growth a year
—
Per share, by year
Yearly return over 5 years
BTAL paid $0.36 a share over the past year, once a year. With dividends reinvested it returned -1.84% a year over five years, against -4.34% on price alone.
›All 4 payments since Dec 28, 2022
- Dec 30, 2025$0.3579
- Dec 30, 2024$0.6449
- Dec 27, 2023$1.04
- Dec 28, 2022$0.2132
Metrics
Risk Indicators
Profile
About BTAL
The Fund seeks to provide a consistent negative beta exposure to the U.S. equity market. In seeking to achieve its investment objective, the Fund will invest primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors.
From its prospectus, filed Oct 27, 2026- Category
- Alternatives
- Expense ratio
- 1.25%
- Fund size
- $340M
- Inception
- Sep 2011
Comparisons