Correlation
The correlation between MPASX and BTAL is -0.51. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
MPASX vs. BTAL
Compare and contrast key facts about MassMutual Strategic Emerging Markets Fund (MPASX) and AGFiQ US Market Neutral Anti-Beta Fund (BTAL).
MPASX is managed by MassMutual. It was launched on Nov 2, 2008. 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: MPASX or BTAL.
Performance
MPASX vs. BTAL - Performance Comparison
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Key characteristics
Returns By Period
MPASX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
BTAL
4.17%
-3.46%
5.63%
3.38%
1.82%
-3.19%
1.18%
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MPASX vs. BTAL - Expense Ratio Comparison
MPASX has a 1.68% expense ratio, which is lower than BTAL's 2.11% expense ratio.
Risk-Adjusted Performance
MPASX vs. BTAL — Risk-Adjusted Performance Rank
MPASX
BTAL
MPASX vs. BTAL - Risk-Adjusted Performance Comparison
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.
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Dividends
MPASX vs. BTAL - Dividend Comparison
MPASX has not paid dividends to shareholders, while BTAL's dividend yield for the trailing twelve months is around 3.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPASX MassMutual Strategic Emerging Markets Fund | 100.00% | 0.00% | 0.00% | 0.00% | 14.96% | 1.46% | 8.04% | 0.35% | 0.93% | 0.21% | 0.04% | 0.89% |
BTAL AGFiQ US Market Neutral Anti-Beta Fund | 3.35% | 3.49% | 6.14% | 1.00% | 0.00% | 0.00% | 0.88% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MPASX vs. BTAL - Drawdown Comparison
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Volatility
MPASX vs. BTAL - Volatility Comparison
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