BTAL vs. CPB
Compare and contrast key facts about AGFiQ US Market Neutral Anti-Beta Fund (BTAL) and Campbell Soup Company (CPB).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTAL or CPB.
Correlation
The correlation between BTAL and CPB is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BTAL vs. CPB - Performance Comparison
Key characteristics
BTAL:
0.83
CPB:
-0.03
BTAL:
1.33
CPB:
0.10
BTAL:
1.15
CPB:
1.01
BTAL:
0.41
CPB:
-0.03
BTAL:
2.90
CPB:
-0.10
BTAL:
4.49%
CPB:
7.08%
BTAL:
15.69%
CPB:
21.31%
BTAL:
-38.36%
CPB:
-62.92%
BTAL:
-22.51%
CPB:
-23.92%
Returns By Period
In the year-to-date period, BTAL achieves a 11.98% return, which is significantly higher than CPB's -1.78% return. Over the past 10 years, BTAL has underperformed CPB with an annualized return of -0.01%, while CPB has yielded a comparatively higher 2.16% annualized return.
BTAL
11.98%
-0.16%
-3.70%
13.08%
-1.56%
-0.01%
CPB
-1.78%
-8.54%
-7.75%
-1.25%
-0.48%
2.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BTAL vs. CPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) and Campbell Soup Company (CPB). 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.
Dividends
BTAL vs. CPB - Dividend Comparison
BTAL's dividend yield for the trailing twelve months is around 5.48%, more than CPB's 3.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 5.48% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CPB Campbell Soup Company | 3.57% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% | 2.84% | 1.39% |
Drawdowns
BTAL vs. CPB - Drawdown Comparison
The maximum BTAL drawdown since its inception was -38.36%, smaller than the maximum CPB drawdown of -62.92%. Use the drawdown chart below to compare losses from any high point for BTAL and CPB. For additional features, visit the drawdowns tool.
Volatility
BTAL vs. CPB - Volatility Comparison
The current volatility for AGFiQ US Market Neutral Anti-Beta Fund (BTAL) is 4.83%, while Campbell Soup Company (CPB) has a volatility of 8.39%. This indicates that BTAL experiences smaller price fluctuations and is considered to be less risky than CPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.