BTAL gained 19% in 2022 when the S&P 500 fell 18%. The fund lost 22.8% in 2025 while the S&P 500 gained 17.2%. Over the past decade BTAL declined 23% while the S&P 500 surged 241%. Are you ahead, or ...
1. Portfolio holdings and characteristics are subject to change and may have changed since the date specified. Holdings typically include the underlying ordinary shares combined with any depositary ...
The gross expense ratio includes dividend and interest expense on short sales of 0.92%. The manager has contractually committed, through 2/28/2025, to waive fees and/or reimburse expenses to the ...
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