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:
0.55
CPB:
-0.59
BTAL:
0.97
CPB:
-0.69
BTAL:
1.11
CPB:
0.92
BTAL:
0.42
CPB:
-0.45
BTAL:
1.77
CPB:
-0.93
BTAL:
6.05%
CPB:
15.54%
BTAL:
19.33%
CPB:
24.34%
BTAL:
-38.36%
CPB:
-62.92%
BTAL:
-12.96%
CPB:
-31.12%
Returns By Period
In the year-to-date period, BTAL achieves a 11.47% return, which is significantly higher than CPB's -9.62% return. Over the past 10 years, BTAL has outperformed CPB with an annualized return of 1.77%, while CPB has yielded a comparatively lower 0.79% annualized return.
BTAL
11.47%
5.64%
7.02%
12.38%
-2.11%
1.77%
CPB
-9.62%
-1.45%
-20.14%
-15.91%
-3.33%
0.79%
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Risk-Adjusted Performance
BTAL vs. CPB — Risk-Adjusted Performance Rank
BTAL
CPB
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 3.13%, less than CPB's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.13% | 3.49% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
CPB Campbell Soup Company | 4.05% | 3.53% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% | 2.84% |
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
AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a higher volatility of 10.29% compared to Campbell Soup Company (CPB) at 8.95%. This indicates that BTAL's price experiences larger fluctuations and is considered to be riskier than CPB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.