BTAL ETF

$11.92

Returns Overview

1 Month
-2.82%
3 Months
-19.85%
6 Months
-22.22%
YTD
-20.16%
1 Year
-35.40%
3 Years (annualized)
-12.45%
5 Years (annualized)
-5.50%
10 Years (annualized)
-5.75%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BTAL have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones US Thematic Market Neutral Low Beta Index
This ETF (YTD)
-20.16%
Peer Avg (YTD)
+3.47%
vs Peers
-23.64%

BTAL ETF Performance

BTAL performance across multiple time periods: 1-month -2.82%, YTD -20.16%, 1-year -35.40%, 3-year -12.45%, 5-year -5.50%, 10-year -5.75%.

BTAL returns trail the peer average of 3.47% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this ETF.

BTAL performance comparison shows side-by-side returns with another fund. BTAL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.82%N/A
3 Months-19.85%N/A
6 Months-22.22%N/A
1 Year-35.40%N/A
3 Years-12.45%N/A
5 Years-5.50%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized