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ISIN
US88636V7284
CUSIP
88636V728
Issuer
Nicholas
Inception Date
Jun 16, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Cryptocurrency
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$298M

Share Price Chart


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Performance

BLOX Performance Chart

Nicholas Crypto Income ETF (BLOX) is up 16.7% since the beginning of the year. BLOX is currently trading at $17 per share.


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S&P 500 Index

Returns By Period

Nicholas Crypto Income ETF (BLOX) has returned 16.65% so far this year and 26.64% over the past 12 months.


Nicholas Crypto Income ETF

1D
-0.82%
1M
4.06%
YTD
16.65%
6M
9.99%
1Y
26.64%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BLOX Monthly Returns History

Based on dividend-adjusted daily data since Jun 17, 2025, BLOX's average daily return is +0.15%, while the average monthly return is +2.63%. At this rate, an investment would double in approximately 2.2 years.

Historically, 54% of months were positive and 46% were negative. The best month was Apr 2026 with a return of +23.4%, while the worst month was Nov 2025 at -18.8%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.

On a daily basis, BLOX closed higher 53% of trading days. The best single day was Feb 6, 2026 with a return of +12.7%, while the worst single day was Feb 5, 2026 at -10.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.14%-14.32%-10.73%23.35%18.04%-1.30%16.65%
20259.08%11.72%-3.60%16.73%7.49%-18.80%-9.61%8.17%

Benchmark Metrics

Nicholas Crypto Income ETF has an annualized alpha of -25.39%, beta of 3.04, and R2 of 0.49 versus S&P 500 Index. Calculated based on daily prices since June 17, 2025.

  • This ETF participated in 335.64% of S&P 500 Index downside but only 269.28% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.49 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-25.39%
Beta
3.04
0.49
Upside Capture
269.28%
Downside Capture
335.64%

Expense Ratio

BLOX has a high expense ratio of 1.03%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BLOX ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


BLOX Risk / Return Rank: 1616
Overall Rank
BLOX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BLOX Sortino Ratio Rank: 1919
Sortino Ratio Rank
BLOX Omega Ratio Rank: 1818
Omega Ratio Rank
BLOX Calmar Ratio Rank: 1515
Calmar Ratio Rank
BLOX Martin Ratio Rank: 1414
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nicholas Crypto Income ETF (BLOX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BLOXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.54

Sortino ratioReturn per unit of downside risk

-1.74

Omega ratioGain probability vs. loss probability

1.12

1.37

-0.24

Calmar ratioReturn relative to maximum drawdown

0.57

2.78

-2.22

Martin ratioReturn relative to average drawdown

1.14

12.44

-11.30

Dividends

Dividend History

Nicholas Crypto Income ETF provided a 39.59% dividend yield over the last twelve months, with an annual payout of $6.79 per share.


22.69%$0.00$1.00$2.00$3.00$4.002025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$6.79$3.97

Dividend yield

39.59%22.69%

Monthly Dividends

The table displays the monthly dividend distributions for Nicholas Crypto Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.66$0.43$0.40$0.40$0.58$0.35$2.82
2025$0.61$0.75$0.63$0.89$0.58$0.52$3.97

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Nicholas Crypto Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nicholas Crypto Income ETF was 47.09%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Nicholas Crypto Income ETF drawdown is 19.36%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-47.09%Mar 2026
5mo 21d
8mo 16dOct 2025 - now
2025 pullback2025
-9.08%Aug 2025
7d12d
19dJul 2025 - Aug 2025
2025 pullback2025
-8.02%Aug 2025
5d23d
28dAug 2025 - Sep 2025
2025 pullback2025
-5.96%Sep 2025
1d3d
4dSep 2025 - Sep 2025
2025 pullback2025
-2.46%Jul 2025
0s2d
2dJul 2025 - Jul 2025

Drawdown Indicators


BLOXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-47.09%

-56.78%

+9.69%

Max Drawdown (1Y)

Largest decline over 1 year

-47.09%

-9.10%

-37.99%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-19.36%

-1.80%

-17.56%

Average Drawdown

Average peak-to-trough decline

-18.65%

-10.71%

-7.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.42%

2.03%

+21.39%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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