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.
Performance
CPB vs. BTAL - Performance Comparison
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CPB vs. BTAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CPB Campbell Soup Company | -18.89% | -30.47% | 0.09% | -21.45% | 34.84% | -7.19% | 0.72% | 55.19% | -29.12% | -18.30% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | -2.99% | -20.17% | 12.83% | -15.11% | 20.48% | -6.81% | -13.86% | 1.07% | 15.13% | -2.13% |
Returns By Period
In the year-to-date period, CPB achieves a -18.89% return, which is significantly lower than BTAL's -2.99% return. Over the past 10 years, CPB has underperformed BTAL with an annualized return of -7.20%, while BTAL has yielded a comparatively higher -3.16% annualized return.
CPB
- 1D
- 0.41%
- 1M
- -17.37%
- YTD
- -18.89%
- 6M
- -27.53%
- 1Y
- -41.38%
- 3Y*
- -23.11%
- 5Y*
- -11.83%
- 10Y*
- -7.20%
BTAL
- 1D
- -2.72%
- 1M
- -0.85%
- YTD
- -2.99%
- 6M
- -10.10%
- 1Y
- -31.33%
- 3Y*
- -8.29%
- 5Y*
- -1.50%
- 10Y*
- -3.16%
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Return for Risk
CPB vs. BTAL — Risk / Return Rank
CPB
BTAL
CPB vs. BTAL - Risk-Adjusted Trends 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.
| CPB | BTAL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.41 | -1.40 | -0.01 |
Sortino ratioReturn per unit of downside risk | -2.19 | -2.13 | -0.07 |
Omega ratioGain probability vs. loss probability | 0.75 | 0.77 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.90 | -0.88 | -0.02 |
Martin ratioReturn relative to average drawdown | -1.78 | -1.20 | -0.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CPB | BTAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.41 | -1.40 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.50 | -0.08 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.28 | -0.19 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | -0.17 | +0.43 |
Correlation
The correlation between CPB and BTAL is 0.08, 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.
Dividends
CPB vs. BTAL - Dividend Comparison
CPB's dividend yield for the trailing twelve months is around 7.00%, more than BTAL's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPB Campbell Soup Company | 7.00% | 5.60% | 3.53% | 3.42% | 2.61% | 3.41% | 2.90% | 2.83% | 4.24% | 2.91% | 2.13% | 2.37% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 2.56% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
CPB vs. BTAL - Drawdown Comparison
The maximum CPB drawdown since its inception was -64.65%, which is greater than BTAL's maximum drawdown of -41.01%. Use the drawdown chart below to compare losses from any high point for CPB and BTAL.
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Drawdown Indicators
| CPB | BTAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.65% | -41.01% | -23.64% |
Max Drawdown (1Y)Largest decline over 1 year | -45.63% | -34.94% | -10.69% |
Max Drawdown (5Y)Largest decline over 5 years | -59.15% | -34.94% | -24.21% |
Max Drawdown (10Y)Largest decline over 10 years | -59.15% | -41.01% | -18.14% |
Current DrawdownCurrent decline from peak | -56.28% | -39.53% | -16.75% |
Average DrawdownAverage peak-to-trough decline | -22.01% | -21.67% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.04% | 25.64% | -2.60% |
Volatility
CPB vs. BTAL - Volatility Comparison
Campbell Soup Company (CPB) has a higher volatility of 12.18% compared to AGFiQ US Market Neutral Anti-Beta Fund (BTAL) at 6.87%. 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.
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Volatility by Period
| CPB | BTAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.18% | 6.87% | +5.31% |
Volatility (6M)Calculated over the trailing 6-month period | 21.89% | 15.84% | +6.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.40% | 22.51% | +6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 18.36% | +5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.51% | 17.04% | +8.47% |