BTAL:NYE-AGFiQ U.S. Market Neutral Anti-Beta Fund (USD)

ETF | Market Neutral |

Last Closing

USD 19.5

Change

+0.22 (+1.14)%

Market Cap

N/A

Volume

0.36M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for Market Neutral

Symbol Name Price(Change) Market Cap
MNA IQ Merger Arbitrage ETF

-0.08 (-0.24%)

N/A

ETFs Containing BTAL

USHG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Market Neutral) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.04% 100% F 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 15.04% 100% F 61% D-
Trailing 12 Months  
Capital Gain -4.36% 50% F 16% F
Dividend Return 5.11% 100% F 63% D
Total Return 0.74% 50% F 18% F
Trailing 5 Years  
Capital Gain -15.84% 50% F 28% F
Dividend Return 6.26% 100% F 17% F
Total Return -9.58% 50% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -3.81% 50% F 17% F
Dividend Return -2.53% 50% F 13% F
Total Return 1.28% 100% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 16.85% 50% F 62% D
Risk Adjusted Return -15.04% 50% F 14% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.