In 2022, BTAL gained 19% while the S&P 500 fell 18%. However, in 2025, BTAL lost 22.8% as the S&P 500 gained 17.2%. Over the past decade, BTAL declined 23% while the S&P 500 surged 241%. A single habit could double Americans’ retirement savings, making dreams a reality.
The AGFiQ U.S. Market Neutral Anti-Beta Fund is designed to deliver when high-beta stocks stumble and markets are volatile. The fund goes long low-beta stocks and short high-beta stocks, acting as portfolio insurance with a 1.40% price tag. However, it only works when markets cooperate.
The BTAL Anti-Beta Hedge ETF performed well in 2022, gaining 19% during broad market stress. However, in 2025, it lost 22.8% while the S&P 500 gained 17.2%, highlighting its core limitation. The decision to own BTAL in 2026 depends on market predictions and your risk appetite.
Americans underestimate retirement needs, but a single habit can double savings. This habit does not involve increasing income or cutting back on lifestyle. Despite its simplicity and power, many people do not adopt it.
Read more at Yahoo Finance: Are Anti-Beta ETFs Like BTAL Worth Owning In 2026?
