CPB vs. BTAL
Compare and contrast key facts about Campbell Soup Company (CPB) 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPB or BTAL.
Correlation
The correlation between CPB and BTAL 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
CPB vs. BTAL - Performance Comparison
Key characteristics
CPB:
-0.37
BTAL:
1.11
CPB:
-0.36
BTAL:
1.75
CPB:
0.96
BTAL:
1.19
CPB:
-0.28
BTAL:
0.73
CPB:
-0.62
BTAL:
3.19
CPB:
14.10%
BTAL:
6.03%
CPB:
23.62%
BTAL:
17.28%
CPB:
-62.92%
BTAL:
-38.36%
CPB:
-26.71%
BTAL:
-12.29%
Returns By Period
In the year-to-date period, CPB achieves a -3.83% return, which is significantly lower than BTAL's 12.34% return. Over the past 10 years, CPB has underperformed BTAL with an annualized return of 1.31%, while BTAL has yielded a comparatively higher 1.60% annualized return.
CPB
-3.83%
-0.40%
-16.85%
-9.17%
-0.64%
1.31%
BTAL
12.34%
6.35%
7.64%
17.98%
-2.31%
1.60%
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Risk-Adjusted Performance
CPB vs. BTAL — Risk-Adjusted Performance Rank
CPB
BTAL
CPB vs. BTAL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Campbell Soup Company (CPB) 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.
Dividends
CPB vs. BTAL - Dividend Comparison
CPB's dividend yield for the trailing twelve months is around 3.76%, more than BTAL's 3.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPB Campbell Soup Company | 3.76% | 3.53% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% | 2.84% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.11% | 3.49% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPB vs. BTAL - Drawdown Comparison
The maximum CPB drawdown since its inception was -62.92%, which is greater than BTAL's maximum drawdown of -38.36%. Use the drawdown chart below to compare losses from any high point for CPB and BTAL. For additional features, visit the drawdowns tool.
Volatility
CPB vs. BTAL - Volatility Comparison
Campbell Soup Company (CPB) has a higher volatility of 9.82% compared to AGFiQ US Market Neutral Anti-Beta Fund (BTAL) at 7.00%. This indicates that CPB'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.