BALT ETF

BALT ETF
$34.66
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Returns Overview

1 Month
+0.30%
3 Months
+2.44%
6 Months
+2.25%
YTD
+2.21%
1 Year
+6.77%
3 Years (annualized)
+7.10%
5 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BALT have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
+2.21%
Peer Avg (YTD)
+3.47%
vs Peers
-1.27%

BALT ETF Performance

BALT performance across multiple time periods: 1-month 0.30%, YTD 2.21%, 1-year 6.77%, 3-year 7.10%, 5-year 5.91%.

BALT returns trail the peer average of 3.47% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

BALT performance comparison shows side-by-side returns with another fund. BALT alternatives are available in the ETF Screener.

Compare BALT

BALT vs SPYBALT vs QQQBALT vs VOOBALT vs VTIBALT vs IVVBALT vs SCHDBALT vs VYMBALT vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.30%N/A
3 Months+2.44%N/A
6 Months+2.25%N/A
1 Year+6.77%N/A
3 Years+7.10%N/A
5 Years+5.91%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized