Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTAL (AGF U.S. Market Neutral Anti-Beta Fund) | -20.01% | -36.97% | -12.72% | -4.65% | -4.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTAL (AGF U.S. Market Neutral Anti-Beta Fund) | 09/13/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -36.97 | -12.72 | -4.65 | -4.62 | NA | NA | … | … | -20.01 | -20.17 | 12.83 | -15.11 | 20.46 | -6.81 | -13.86 | 1.07 | 15.13 | -2.13 | -4.74 | 0.15 | 8.68 | -13.79 | -7.04 | -2.50 |
| Sharpe Ratio | NA | -1.87 | -0.85 | -0.38 | -0.37 | NA | NA | … | … | -1.97 | -1.00 | 0.59 | -1.17 | 0.91 | -0.50 | -0.57 | -0.03 | 1.30 | -0.27 | -0.33 | 0.00 | 0.83 | -1.09 | -0.47 | -0.30 |
| Standard Deviation(%) | NA | 21.63 | 19.48 | 18.74 | 17.24 | NA | NA | … | … | 22.37 | 23.05 | 15.59 | 16.10 | 20.95 | 13.70 | 24.75 | 11.94 | 10.63 | 10.56 | 15.13 | 58.91 | 10.39 | 12.72 | 15.13 | 26.96 |
| Draw Down(%) | NA | 38.49 | 44.82 | 44.82 | 49.98 | NA | NA | … | … | 20.51 | 34.16 | 11.71 | 17.70 | 15.43 | 17.26 | 29.53 | 9.87 | 4.82 | 8.96 | 20.06 | 39.18 | 4.48 | 16.00 | 13.20 | 18.45 |
| Yield(%) | 0.00 | 1.91 | 3.49 | 2.72 | 1.19 | 0.80 | 0.60 | … | … | 0.00 | 1.94 | 3.73 | 4.84 | 1.21 | 0.00 | 0.00 | 0.89 | 0.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.73 |
Data as of 06/04/2026, Common starting date is 09/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAL (AGF U.S. Market Neutral Anti-Beta Fund) |
-13.06%
May 2023 – May 2026 |
-6.57%
Oct 2020 – Oct 2025 |
-4.65%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTAL (AGF U.S. Market Neutral Anti-Beta Fund) |
9.62%
Mar 2017 – Mar 2020 |
5.80%
May 2015 – May 2020 |
1.68%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart