BTALAGF U.S. Market Neutral Anti-Beta Fund

Grow my money#1260 of 2944 for Grow my money

Seeks consistent negative beta exposure to the U.S. equity market.

AGF Investments LLC · Since 2011 (14 years)

Annual Cost

1.40%

#5166 out of 5,332 ETFs

Fund Size

$408M

#1588 out of 5,332 ETFs

Dividend Yield

2.57%

Track Record

14 years

#927 out of 5,332 ETFs

Performance

1 Year

-37.4%

3 Years

-12.8%

5 Years

-3.6%

What's inside

Asset class

alternative

Region

north america

Strategy

long short

Asset allocation

Cash

97.6%

Stocks

2.4%

Top holdings

Venture Global Inc Ordinary Shares - Class AVG0.6%

APA CorpAPA0.5%

CF Industries Holdings IncCF0.5%

Murphy USA IncMUSA0.5%

Dell Technologies Inc Ordinary Shares - Class CDELL0.5%

Hims & Hers Health Inc Ordinary Shares - Class AHIMS0.5%

Occidental Petroleum CorpOXY0.5%

Akamai Technologies IncAKAM0.5%

Risk profile

Volatility (1Y)

21.1%

High

Max drawdown

-46.5%

Worst peak-to-trough loss

Sharpe (3Y)

-0.81

Below average

Sortino (3Y)

-1.12

Moderate downside risk

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