Performance analysis of BTAL (AGF U.S. MARKET NEUTRAL ANTI-BETA FUND)
Annual Return
Over the past 3 years, BTAL has had an average annual return of -12.66%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BTAL has had an average annual return of -4.58%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BTAL has had an average annual return of -4.74%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 13, 2011, BTAL has had an average annual return of -4.00%, underperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -19.66% | -20.19% | +12.82% | -15.11% | +20.47% | -6.81% | -13.86% | +1.07% | +15.12% | -2.14% | -4.74% | +0.15% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +8.68% | -13.79% | -7.04% | -2.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.19% | -0.98% | -0.85% | -10.75% | -7.30% | +0.09% | -19.66% | ||||||
| 2025 | -1.90% | +7.67% | +6.77% | -2.79% | -4.99% | -8.04% | -6.95% | -0.60% | -2.75% | -7.92% | +1.50% | -0.89% | -20.19% |
| 2024 | +8.27% | -1.10% | -0.74% | +5.58% | +1.32% | +1.81% | -1.27% | +4.18% | -2.88% | +1.23% | -4.94% | +1.39% | +12.82% |
| 2023 | -6.37% | -0.55% | +3.29% | +2.70% | -5.45% | -5.30% | -4.90% | +5.38% | +5.64% | +6.20% | -4.85% | -10.28% | -15.11% |
| 2022 | +5.23% | -4.49% | +2.63% | +8.51% | +1.76% | +7.55% | -8.40% | -0.85% | +2.78% | +1.91% | -0.29% | +3.68% | +20.47% |
| 2021 | +1.42% | -11.00% | -0.54% | -1.29% | -1.87% | +2% | +1.83% | -0.82% | -0.35% | -1.41% | +1.92% | +3.91% | -6.81% |
| 2020 | +5.69% | +0.42% | +9.27% | -3.38% | +1.25% | -3.14% | +2.47% | -5.29% | -0.12% | -3.09% | -14.97% | -1.85% | -13.86% |
| 2019 | -4.02% | -0.95% | +2.57% | -1.25% | +6.71% | -3.48% | +1.65% | +8.92% | -2.38% | -0.55% | -2.67% | -2.59% | +1.07% |
| 2018 | -3.27% | +0.16% | +3.75% | -0.15% | -0.36% | +4% | -0.75% | +1% | +0.50% | +5.60% | -0.23% | +4.30% | +15.12% |
| 2017 | -2.07% | +0.30% | +2.06% | +1.23% | +3.89% | -3.64% | -0.22% | +0.40% | -4.09% | +0.64% | -1.06% | +0.67% | -2.14% |
Drawdown analysis of BTAL (AGF U.S. MARKET NEUTRAL ANTI-BETA FUND)
The maximum drawdown for the BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current BTAL drawdown is -49.95%.
Since Sep 13, 2011 BTAL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.29% | Mar 12, 2020 | 1563 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -29.51% | Oct 3, 2011 | 1580 | Jan 12, 2018 | 540 | Mar 9, 2020 | 2120 |
| -2.13% | Sep 26, 2011 | 1 | Sep 27, 2011 | 2 | Sep 29, 2011 | 3 |
| -1.62% | Sep 13, 2011 | 2 | Sep 15, 2011 | 4 | Sep 21, 2011 | 6 |
| -1.45% | Mar 9, 2020 | 1 | Mar 10, 2020 | 2 | Mar 12, 2020 | 3 |