What if you'd held BTAL?
A $1,000 investment in AGF U.S. Market Neutral Anti-Beta Fund (BTAL) at the month-end close of 2011-09 would be worth $539 at the close of 2026-08 — -46.1% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,813.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2011
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2011 | $1,000 | — |
| 2012 | $930 | -7.0% |
| 2013 | $802 | -13.8% |
| 2014 | $871 | +8.7% |
| 2015 | $873 | +0.2% |
| 2016 | $831 | -4.7% |
| 2017 | $813 | -2.2% |
| 2018 | $936 | +15.1% |
| 2019 | $946 | +1.1% |
| 2020 | $815 | -13.9% |
| 2021 | $760 | -6.8% |
| 2022 | $915 | +20.5% |
| 2023 | $777 | -15.1% |
| 2024 | $877 | +12.8% |
| 2025 | $700 | -20.2% |
| 2026 | $581 | -17.0% |
Best and worst month-end to buy
The best single month-end close to have bought BTAL was 2026-06 ($11.15): $1,000 then is $1,072 today. The worst was 2020-03 ($22.57): $1,000 then is $529.
FAQ
What would $1,000 in BTAL be worth today?
A $1,000 investment in AGF U.S. Market Neutral Anti-Beta Fund (BTAL) at the start of 2011 would be worth about $539 today, a total return of -46.1%. Dividends are reinvested in these figures.
What were the best and worst years for BTAL?
AGF U.S. Market Neutral Anti-Beta Fund (BTAL)'s strongest calendar year since 2011 was 2022, a +20.5% return — $1,000 held through that year became about $1,205 by year-end. Its weakest year was 2025, at -20.2%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in BTAL have grown?
Investing $100 at the end of every month since 2011-09 would have grown to about $12,331 on $18,000 invested.
Did BTAL beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,813. BTAL trailed the S&P 500 by +92.1% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
AGF U.S. Market Neutral Anti-Beta Fund (BTAL) historical total-return data from 2011-09 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.