AGFiQ US Market Neutral Anti-Beta Fund

Alternatives

BTAL

99 High Street,Suite 2802
Boston , MA, 02110

Price

  • $ 19.07 0 % -0.17
    Dec 20, 2024
  • Last Close
  • Net Assets
  • $226.8M
    Feb 27, 2024
  • 52-Week High/Low
  • $20.92 - $16.65

  • Expense Ratio
  • -

Link

Directors

Sep 8, 2023
  • Peter A. Ambrosini
  • Joseph A. Franco
  • William H. DeRoche
  • Richard S. Robie III

Chief Compliance Officer

  • Kenneth A. Kalina

Company Name

Holding

More -0.45 %

Documents

Prospectus

link

Annual Reports

link

Fact Sheet

Q1 2022 Q4 2021 Q3 2021

Returns +
Q

2024 2023 2022 2021 2020 2019
Q1 6.3% -3.8% 3.2% -10.2% 16.2% -2.5%
Q2 -1% -8% 18.8% -1.2% -5.3% 2.6%
Q3 - 5.9% -6.7% 0.7% -3.1% 8.8%
Q4 - -14.7% 4.3% 4.4% -19.1% -6.8%

Returns +
M

J F M A M J J A S O N D
2024 8.3% -1.1% -0.7% 5.6% 0.4% - - - - - - -
2023 -6.4% -0.6% 3.3% 2.7% -5.4% -5.3% -4.9% 5.4% 5.6% 6.2% -4.8% -15.6%

Returns +
A

    2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
    13.7%-20.1%19.3%-6.8%-13.7%0%15.1%-2.1%-4.7%0.1%8.7%

Alpha BTAL and S&P 500

BTAL and S&P 500

Chart +