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AGF US Market Neutral Anti-Beta Fund

BTAL

Market cap $316M

12.59 USD

0.00

0%

At close Updated Sep 15, 4:00 PM EDT

1 day

0%

5 days

5.36%

1 month

6.6%

3 months

12.71%

6 months

-11.46%

Year to date

-10.39%

1 year

-20.32%

5 years

-26.67%

10 years

-40.61%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 0%

Neutral 0%

Negative 100%

BTAL: Market Neutral Vs Recent Market Shocks

I am downgrading my rating from BUY to HOLD on BTAL due to recent performance divergence and risk exposure. My RSI-based entry strategy from prior coverage was invalidated by holding distribution shifts and market evolution since mid-2025. Today, BTAL could hedge against the risk of a tech sector repricing, fueled by market fears regarding the Kospi.

BTAL: Market Neutral Vs Recent Market Shocks

Bitcoin's high conviction holders are turning into sellers as the crypto's price hits new lows

In the past two days, bitcoin's highest conviction holders have sold about $2.4 billion in bitcoin. Of the bitcoin sold in the past 30 days, 26% came from investors who bought it above $90,000.

Bitcoin's high conviction holders are turning into sellers as the crypto's price hits new lows

Real Assets or Active ETFs? Where RIAs Allocate

Registered investment advisors did not pull back on exchange-traded funds in the first quarter of 2026. They kept adding them, according to AdvizorPro's Q1 2026 Quarterly RIA ETF Trends Report.

Real Assets or Active ETFs? Where RIAs Allocate

BTAL: Mea Culpa (Rating Downgrade)

The AGF US Market Neutral Anti-Beta Fund ETF is downgraded from 'Buy' to 'Hold' after significant underperformance and failure to hedge in 2026. BTAL's structure remains sector-neutral, shorting high-beta stocks and going long low-beta names, but poor individual stock selection led to negative -13.9% returns this year. Despite correct macro positioning, BTAL's active management failed to deliver intended negative beta exposure or effective downside protection in 2026.

BTAL: Mea Culpa (Rating Downgrade)

Strategists at Exchange on Navigating the New Correlation Regime

For years, the standard 60/40 portfolio relied on a simple inverse relationship between equities and bonds. However, as volatility spikes, that safety net is fraying, and panelists at Exchange discussed responses to this challenge.

Strategists at Exchange on Navigating the New Correlation Regime

Zacks Investment Research

5 ETFs Hovering Around a One-Month High

Commodity and defensive ETFs surged as Iran war tensions rattled markets, pushing several funds close to one-month highs.

5 ETFs Hovering Around a One-Month High

BTAL: A Negative Beta Fund As A Portfolio Hedge

AGF U.S. Market Neutral Anti-Beta Fund ETF (BTAL) excels as a tactical hedge, not a traditional buy-and-hold investment. BTAL monetizes the spread between low and high beta stocks, thriving in risk-off or overextended market environments. The ETF is delta-neutral by sector, reducing portfolio volatility and drawdowns, and improves Sharpe ratio when paired with equities.

BTAL: A Negative Beta Fund As A Portfolio Hedge

24/7 Wall Street

Are Anti-Beta ETFs Like BTAL Worth Owning In 2026?

When high-beta stocks stumble and markets turn volatile, AGFiQ U.S. Market Neutral Anti-Beta Fund ( NYSEARCA:BTAL ) is designed to deliver.

Are Anti-Beta ETFs Like BTAL Worth Owning In 2026?

BTAL: Unconvincing Long-Short ETF

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) is long in 200 low-beta stocks and short in 200 high-beta stocks. BTAL has value characteristics and low company risk, but its track record is uncompelling, with negative return since 2011. FTLS stands out as a superior long-short ETF alternative for investors seeking risk-adjusted performance.

BTAL: Unconvincing Long-Short ETF

BTAL: A Smart, Yet Controversial Hedge To The S&P 500

BTAL offers a market-neutral strategy by going long low-beta and short high-beta U.S. stocks, providing S&P 500 hedging. The ETF plays the low vs. high beta spread, offering stronger short-term hedging and better long-term preservation than classic shorts. In my view, it must be included in a portfolio with a clear strategy; otherwise, it's dead weight, not added value.

BTAL: A Smart, Yet Controversial Hedge To The S&P 500

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