BTAL ETF

BTAL ETF
$12.78
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Returns Overview

1 Month
-2.19%
3 Months
+7.30%
6 Months
-13.99%
YTD
-14.33%
1 Year
-22.35%
3 Years (annualized)
-9.76%
5 Years (annualized)
-4.00%
10 Years (annualized)
-4.05%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones US Thematic Market Neutral Low Beta Index
This ETF (YTD)
-14.33%
Peer Avg (YTD)
+5.40%
vs Peers
-19.73%

BTAL ETF Performance

BTAL performance across multiple time periods: 1-month -2.19%, YTD -14.33%, 1-year -22.35%, 3-year -9.76%, 5-year -4.00%, 10-year -4.05%.

BTAL returns trail the peer average of 5.40% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.19%N/A
3 Months+7.30%N/A
6 Months-13.99%N/A
1 Year-22.35%N/A
3 Years-9.76%N/A
5 Years-4.00%N/A

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