AGF U.S. MARKET NEUTRAL ANTI-BETA FUND

Symbol: BTAL

Exchange: NYSE ARCA

Sector: Technology

Category: Equity Market Neutral

Inception Date: 13/09/2011

Latest Date: 02/04/2026

Current Price: $13.98

Expense Ratio: 1.40%

Assets Under Management
$385.0M
0.00% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-0.29%

Volatility

23.34%

Sharpe Ratio

-0.288

VaR 95%

-2.00%

CVaR 95%: -2.41%
Max Drawdown: -5.58%
Sortino Ratio: -0.639
Calmar Ratio: -0.55
Return

-0.50%

Volatility

21.29%

Sharpe Ratio

-0.265

VaR 95%

-1.99%

CVaR 95%: -2.46%
Max Drawdown: -6.26%
Sortino Ratio: -0.515
Calmar Ratio: -0.32
Return

-8.42%

Volatility

22.46%

Sharpe Ratio

-0.885

VaR 95%

-2.33%

CVaR 95%: -2.70%
Max Drawdown: -12.51%
Sortino Ratio: -1.653
Calmar Ratio: -1.30
Return

-29.50%

Volatility

22.49%

Sharpe Ratio

-1.478

VaR 95%

-2.32%

CVaR 95%: -3.00%
Max Drawdown: -34.94%
Sortino Ratio: -2.449
Calmar Ratio: -0.85
Return

-19.21%

Volatility

20.12%

Sharpe Ratio

-0.685

VaR 95%

-2.02%

CVaR 95%: -2.61%
Max Drawdown: -34.94%
Sortino Ratio: -1.148
Calmar Ratio: -0.29
Return

-22.76%

Volatility

18.86%

Sharpe Ratio

-0.631

VaR 95%

-1.94%

CVaR 95%: -2.55%
Max Drawdown: -34.94%
Sortino Ratio: -1.007
Calmar Ratio: -0.24

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

-0.129%

Best Day

5.559%

03/04/2025
Worst Day

-4.749%

09/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $13.98 $14.14 $13.88 $13.98 644,100
01/04/2026 $13.93 $13.93 $13.73 $13.81 906,400
31/03/2026 $14.20 $14.28 $13.90 $13.96 800,500
30/03/2026 $13.99 $14.39 $13.99 $14.35 555,400
27/03/2026 $13.98 $14.17 $13.98 $14.06 1,610,200
26/03/2026 $13.73 $14.02 $13.73 $14.01 2,002,100
25/03/2026 $13.75 $13.87 $13.56 $13.70 1,123,000
24/03/2026 $13.90 $13.94 $13.76 $13.76 786,500
23/03/2026 $13.98 $14.03 $13.79 $13.86 1,191,200
20/03/2026 $13.94 $14.22 $13.90 $14.15 906,700