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

ETF | Market Neutral |

Last Closing

USD 20.08

Change

+0.02 (+0.10)%

Market Cap

N/A

Volume

0.57M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-20 )

Largest Industry Peers for Market Neutral

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

-0.03 (-0.09%)

N/A

ETFs Containing BTAL

NDOW Anydrus Advantage ETF 4.76 % 0.00 %

-0.08 (-0.31%)

USD 0.04B
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 8.66% 100% F 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.66% 100% F 85% B
Trailing 12 Months  
Capital Gain 11.62% 100% F 79% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.62% 100% F 74% C
Trailing 5 Years  
Capital Gain -21.72% 50% F 10% F
Dividend Return 4.89% 100% F 8% B-
Total Return -16.83% 50% F 8% B-
Average Annual (5 Year Horizon)  
Capital Gain -2.26% 50% F 22% F
Dividend Return -0.86% 50% F 17% F
Total Return 1.41% 100% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 16.24% 50% F 63% D
Risk Adjusted Return -5.26% 50% F 17% 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.