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 0.07, 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:
1.15
CPB:
-0.37
BTAL:
1.86
CPB:
-0.37
BTAL:
1.21
CPB:
0.96
BTAL:
0.79
CPB:
-0.28
BTAL:
3.47
CPB:
-0.62
BTAL:
6.03%
CPB:
14.25%
BTAL:
18.21%
CPB:
23.67%
BTAL:
-38.36%
CPB:
-62.92%
BTAL:
-9.33%
CPB:
-26.86%
Returns By Period
In the year-to-date period, BTAL achieves a 16.13% return, which is significantly higher than CPB's -4.03% return. Over the past 10 years, BTAL has outperformed CPB with an annualized return of 1.95%, while CPB has yielded a comparatively lower 1.28% annualized return.
BTAL
16.13%
6.66%
11.32%
21.36%
-1.85%
1.95%
CPB
-4.03%
-1.26%
-15.80%
-6.51%
-1.53%
1.28%
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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 3.01%, less than CPB's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.01% | 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 | 3.82% | 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) and Campbell Soup Company (CPB) have volatilities of 8.89% and 9.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.