BTAL vs. CPB
BTAL (AGF U.S. Market Neutral Anti-Beta Fund) is Equity Market Neutral fund actively managed by AGF, while CPB (Campbell Soup Company) is a stock. Over the past 10 years, BTAL returned -4.41%/yr vs -6.52%/yr for CPB. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
BTAL vs. CPB - Performance Comparison
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Returns By Period
In the year-to-date period, BTAL achieves a -14.87% return, which is significantly higher than CPB's -17.15% return. Over the past 10 years, BTAL has outperformed CPB with an annualized return of -4.41%, while CPB has yielded a comparatively lower -6.52% annualized return.
BTAL
- 1D
- -0.33%
- 1M
- 5.79%
- 6M
- -13.85%
- YTD
- -14.87%
- 1Y
- -25.47%
- 3Y*
- -8.33%
- 5Y*
- -4.14%
- 10Y*
- -4.41%
- ALL TIME*
- -3.78%
CPB
- 1D
- -0.45%
- 1M
- -5.75%
- 6M
- -18.70%
- YTD
- -17.15%
- 1Y
- -27.70%
- 3Y*
- -17.92%
- 5Y*
- -9.34%
- 10Y*
- -6.52%
- ALL TIME*
- 6.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $10.19M | $8.38M | $8.16M | |
| $125.44M | $135.93M | $186.40M |
BTAL vs. CPB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGF U.S. Market Neutral Anti-Beta Fund | -14.87% | -20.17% | 12.83% | -15.11% | 20.48% | -6.81% | -13.86% | 1.07% | 15.13% | -2.13% |
CPB Campbell Soup Company | -17.15% | -30.47% | 0.09% | -21.45% | 34.84% | -7.19% | 0.72% | 55.19% | -29.12% | -18.30% |
Correlation
The correlation between BTAL and CPB is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.16 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2011 | 0.09 |
Over the past year, BTAL and CPB have become more correlated (0.30) than their long-term average of 0.09, meaning their price movements have been converging.
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Return for Risk
BTAL vs. CPB — Risk / Return Rank
BTAL
CPB
BTAL vs. CPB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AGF U.S. 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.
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.
| BTAL | CPB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 0.87 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | -0.70 | +0.01 |
| Martin ratioReturn relative to average drawdown | -1.25 | -1.14 | -0.11 |
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Drawdowns
BTAL vs. CPB - Drawdown Comparison
The maximum BTAL drawdown since its inception was -52.70%, smaller than the maximum CPB drawdown of -64.65%. Use the drawdown chart below to compare losses from any high point for BTAL and CPB.
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Drawdown Indicators
| BTAL | CPB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -64.65% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -34.57% | -38.53% | +3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -47.83% | -58.07% | +10.24% |
Max Drawdown (5Y)Largest decline over 5 years | -47.83% | -60.04% | +12.21% |
Max Drawdown (10Y)Largest decline over 10 years | -52.70% | -60.04% | +7.34% |
Current DrawdownCurrent decline from peak | -46.94% | -55.34% | +8.40% |
Average DrawdownAverage peak-to-trough decline | -22.25% | -22.29% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.09% | 23.61% | -4.52% |
Volatility
BTAL vs. CPB - Volatility Comparison
The current volatility for AGF U.S. Market Neutral Anti-Beta Fund (BTAL) is 7.89%, while Campbell Soup Company (CPB) has a volatility of 10.14%. 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.
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Volatility by Period
| BTAL | CPB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 10.14% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 17.97% | 24.69% | -6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 31.19% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.39% | 24.81% | -5.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 25.84% | -8.37% |
Dividends
BTAL vs. CPB - Dividend Comparison
BTAL's dividend yield for the trailing twelve months is around 2.92%, less than CPB's 7.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGF U.S. Market Neutral Anti-Beta Fund | 2.92% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% |
CPB Campbell Soup Company | 7.10% | 5.60% | 3.53% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% |
Frequently Asked Questions
BTAL and CPB have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CPB has higher volatility (10.14%) compared to BTAL (7.89%). In terms of maximum drawdown, BTAL dropped -52.70% vs CPB's -64.65%.
CPB currently has the higher Sharpe Ratio (-0.86 vs -1.00), 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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