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

ETF | Market Neutral |

Last Closing

USD 19.75

Change

-0.25 (-1.25)%

Market Cap

N/A

Volume

0.66M

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: 2025-05-08 )

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 3.88 % 0.00 %

-0.11 (-0.45%)

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 6.87% 100% F 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.87% 100% F 83% B
Trailing 12 Months  
Capital Gain 4.61% 50% F 63% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.61% 50% F 52% F
Trailing 5 Years  
Capital Gain -21.08% 50% F 16% F
Dividend Return 5.01% 100% F 10% F
Total Return -16.07% 50% F 12% F
Average Annual (5 Year Horizon)  
Capital Gain -0.56% 50% F 31% F
Dividend Return 0.85% 100% F 27% F
Total Return 1.41% 100% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 15.02% 50% F 64% D
Risk Adjusted Return 5.65% 50% F 26% 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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.