AKR vs. BTAL
Compare and contrast key facts about Acadia Realty Trust (AKR) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL).
BTAL is a passively managed fund by AGF that tracks the performance of the Dow Jones U.S. Thematic Market Neutral Anti-Beta Total Return Index. It was launched on Sep 13, 2011.
Performance
AKR vs. BTAL - Performance Comparison
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AKR vs. BTAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AKR Acadia Realty Trust | -5.28% | -11.52% | 47.65% | 24.36% | -31.18% | 58.37% | -44.09% | 13.78% | -9.40% | -13.13% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | -4.03% | -20.17% | 12.83% | -15.11% | 20.48% | -6.81% | -13.86% | 1.07% | 15.13% | -2.13% |
Returns By Period
In the year-to-date period, AKR achieves a -5.28% return, which is significantly lower than BTAL's -4.03% return. Over the past 10 years, AKR has outperformed BTAL with an annualized return of -2.27%, while BTAL has yielded a comparatively lower -3.26% annualized return.
AKR
- 1D
- 0.68%
- 1M
- -7.31%
- YTD
- -5.28%
- 6M
- -3.56%
- 1Y
- -3.25%
- 3Y*
- 16.03%
- 5Y*
- 3.72%
- 10Y*
- -2.27%
BTAL
- 1D
- -1.07%
- 1M
- -1.50%
- YTD
- -4.03%
- 6M
- -9.59%
- 1Y
- -31.80%
- 3Y*
- -8.62%
- 5Y*
- -1.72%
- 10Y*
- -3.26%
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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 AGFiQ US 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.
| AKR | BTAL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.12 | -1.42 | +1.30 |
Sortino ratioReturn per unit of downside risk | 0.01 | -2.16 | +2.18 |
Omega ratioGain probability vs. loss probability | 1.00 | 0.77 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | -0.92 | +0.67 |
Martin ratioReturn relative to average drawdown | -0.60 | -1.25 | +0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AKR | BTAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | -1.42 | +1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | -0.09 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.07 | -0.19 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | -0.17 | +0.35 |
Correlation
The correlation between AKR and BTAL is -0.27. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
AKR vs. BTAL - Dividend Comparison
AKR's dividend yield for the trailing twelve months is around 4.16%, more than BTAL's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKR Acadia Realty Trust | 4.16% | 3.89% | 3.06% | 4.24% | 5.02% | 2.75% | 2.04% | 4.36% | 4.59% | 3.84% | 3.55% | 2.93% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 2.59% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% |
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 -41.01%. 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% | -41.01% | -30.01% |
Max Drawdown (1Y)Largest decline over 1 year | -17.42% | -34.94% | +17.52% |
Max Drawdown (5Y)Largest decline over 5 years | -43.82% | -34.94% | -8.88% |
Max Drawdown (10Y)Largest decline over 10 years | -71.02% | -41.01% | -30.01% |
Current DrawdownCurrent decline from peak | -25.75% | -40.18% | +14.43% |
Average DrawdownAverage peak-to-trough decline | -24.41% | -21.67% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.16% | 25.73% | -18.57% |
Volatility
AKR vs. BTAL - Volatility Comparison
Acadia Realty Trust (AKR) has a higher volatility of 7.38% compared to AGFiQ US Market Neutral Anti-Beta Fund (BTAL) at 6.72%. This indicates that AKR's price experiences larger fluctuations and is considered to be riskier 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 | 7.38% | 6.72% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 15.51% | 15.84% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.60% | 22.50% | +4.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.28% | 18.36% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.26% | 17.04% | +17.22% |