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home / news releases / BTAL - Fifty Funds To Consider For Defense


BTAL - Fifty Funds To Consider For Defense

  • Different types of risk are defined along with metrics from Mutual Fund Observer and Morningstar.
  • Fifty funds are evaluated over 20, 15, 10, 5, and 2 year periods for maximum drawdown, risk adjusted return (Martin Ratio), risk (Ulcer Index), and total return.
  • Short term performance for these funds are evaluated over one week, three months and year to date, along with 3 year beta.
  • Portfolio Visualizer is used to create a portfolio to minimize drawdown for an annualized return of 8% for the past two years.

For further details see:

Fifty Funds To Consider For Defense
Stock Information

Company Name: AGFiQ U.S. Market Neutral Anti-Beta Fund
Stock Symbol: BTAL
Market: NYSE
Website: www.quant-shares.com

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