BALT ETF

BALT ETF
$34.93
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Returns Overview

1 Month
+0.08%
3 Months
+1.54%
6 Months
+2.90%
YTD
+4.26%
1 Year
+5.82%
3 Years (annualized)
+7.93%
5 Years (annualized)
+6.20%

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
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🏦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)
+4.26%
Peer Avg (YTD)
+3.99%
vs Peers
+0.28%

BALT ETF Performance

BALT performance across multiple time periods: 1-month 0.08%, YTD 4.26%, 1-year 5.82%, 3-year 7.93%, 5-year 6.20%.

BALT returns outperform the peer average of 3.99% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month+0.08%
3 Months+1.54%
6 Months+2.90%
1 Year+5.82%
3 Years+7.93%
5 Years+6.20%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.