HICOX vs. BTAL

In the year-to-date period, HICOX achieves a 0.66% return, which is significantly lower than BTAL's 2.92% return. Over the past 10 years, HICOX has outperformed BTAL with an annualized return of 4.47%, while BTAL has yielded a comparatively lower 1.05% annualized return.

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HICOX has a 0.55% expense ratio, which is lower than BTAL's 2.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Colorado Bond Shares A Tax Exempt Fund (HICOX) 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.

The current HICOX Sharpe Ratio is 1.61, which is higher than the BTAL Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of HICOX and BTAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HICOX's dividend yield for the trailing twelve months is around 5.57%, more than BTAL's 3.39% yield.

The maximum HICOX drawdown since its inception was -8.07%, smaller than the maximum BTAL drawdown of -38.36%. Use the drawdown chart below to compare losses from any high point for HICOX and BTAL.

The current volatility for Colorado Bond Shares A Tax Exempt Fund (HICOX) is 0.95%, while AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a volatility of 5.64%. This indicates that HICOX experiences smaller price fluctuations and is considered to be less risky than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.