AKR vs. BTAL
AKR (Acadia Realty Trust) is a stock, while BTAL (AGF U.S. Market Neutral Anti-Beta Fund) is Equity Market Neutral fund actively managed by AGF. Over the past 10 years, AKR returned -0.61%/yr vs -5.50%/yr for BTAL. At a correlation of -0.27, they often move in opposite directions.
Performance
AKR vs. BTAL - Performance Comparison
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Returns By Period
In the year-to-date period, AKR achieves a 6.58% return, which is significantly higher than BTAL's -21.75% return. Over the past 10 years, AKR has outperformed BTAL with an annualized return of -0.61%, while BTAL has yielded a comparatively lower -5.50% annualized return.
AKR
- 1D
- 1.93%
- 1M
- -1.37%
- YTD
- 6.58%
- 6M
- 7.30%
- 1Y
- 18.03%
- 3Y*
- 22.10%
- 5Y*
- 3.86%
- 10Y*
- -0.61%
BTAL
- 1D
- 3.11%
- 1M
- -7.70%
- YTD
- -21.75%
- 6M
- -20.50%
- 1Y
- -36.96%
- 3Y*
- -13.01%
- 5Y*
- -5.21%
- 10Y*
- -5.50%
AKR vs. BTAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AKR Acadia Realty Trust | 6.58% | -11.52% | 47.65% | 24.36% | -31.18% | 58.37% | -44.09% | 13.78% | -9.40% | -13.13% |
BTAL AGF U.S. Market Neutral Anti-Beta Fund | -21.75% | -20.17% | 12.83% | -15.11% | 20.48% | -6.81% | -13.86% | 1.07% | 15.13% | -2.13% |
Correlation
The correlation between AKR and BTAL is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.31 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2011 | -0.27 |
The correlation between AKR and BTAL shifts across timeframes, from -0.35 (5 years) to -0.09 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AKR vs. BTAL — Risk / Return Rank
AKR
BTAL
AKR vs. BTAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Acadia Realty Trust (AKR) and AGF U.S. Market Neutral Anti-Beta Fund (BTAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AKR | BTAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.43 | ||
| Sortino ratioReturn per unit of downside risk | +3.74 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 0.74 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | -0.98 | +2.44 |
| Martin ratioReturn relative to average drawdown | 4.93 | -1.85 | +6.78 |
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Drawdowns
AKR vs. BTAL - Drawdown Comparison
The maximum AKR drawdown since its inception was -71.02%, which is greater than BTAL's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for AKR and BTAL.
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Drawdown Indicators
| AKR | BTAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.02% | -52.70% | -18.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -37.81% | +25.40% |
Max Drawdown (3Y)Largest decline over 3 years | -31.75% | -47.83% | +16.08% |
Max Drawdown (5Y)Largest decline over 5 years | -43.82% | -47.83% | +4.01% |
Max Drawdown (10Y)Largest decline over 10 years | -71.02% | -52.70% | -18.32% |
Current DrawdownCurrent decline from peak | -16.46% | -51.23% | +34.77% |
Average DrawdownAverage peak-to-trough decline | -24.36% | -22.05% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 21.21% | -17.51% |
Volatility
AKR vs. BTAL - Volatility Comparison
The current volatility for Acadia Realty Trust (AKR) is 8.30%, while AGF U.S. Market Neutral Anti-Beta Fund (BTAL) has a volatility of 9.28%. This indicates that AKR experiences smaller price fluctuations and is considered to be less risky than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AKR | BTAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.30% | 9.28% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 15.90% | 16.73% | -0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 22.83% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.15% | 19.10% | +9.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.36% | 17.36% | +17.00% |
Dividends
AKR vs. BTAL - Dividend Comparison
AKR's dividend yield for the trailing twelve months is around 3.69%, more than BTAL's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKR Acadia Realty Trust | 3.69% | 3.89% | 3.06% | 4.24% | 5.02% | 2.75% | 2.04% | 4.36% | 4.59% | 3.84% | 3.55% | 2.93% |
BTAL AGF U.S. Market Neutral Anti-Beta Fund | 3.18% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AKR and BTAL have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTAL has higher volatility (9.28%) compared to AKR (8.30%). In terms of maximum drawdown, AKR dropped -71.02% vs BTAL's -52.70%.
AKR currently has the higher Sharpe Ratio (0.81 vs -1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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