MPASX vs. BTAL

In the year-to-date period, MPASX achieves a -1.42% return, which is significantly lower than BTAL's 0.43% return. Over the past 10 years, MPASX has underperformed BTAL with an annualized return of -1.33%, while BTAL has yielded a comparatively higher 0.59% annualized return.

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MPASX has a 1.68% expense ratio, which is lower than BTAL's 2.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MassMutual Strategic Emerging Markets Fund (MPASX) 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 MPASX Sharpe Ratio is -0.08, which is lower than the BTAL Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of MPASX 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.

MPASX has not paid dividends to shareholders, while BTAL's dividend yield for the trailing twelve months is around 3.48%.

The maximum MPASX drawdown since its inception was -56.11%, which is greater than BTAL's maximum drawdown of -38.36%. Use the drawdown chart below to compare losses from any high point for MPASX and BTAL. For additional features, visit the drawdowns tool.

The current volatility for MassMutual Strategic Emerging Markets Fund (MPASX) is 0.82%, while AGFiQ US Market Neutral Anti-Beta Fund (BTAL) has a volatility of 7.26%. This indicates that MPASX 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.