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BDHIX vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

BDHIX vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Dynamic High Income Portfolio (BDHIX) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BDHIX achieves a 4.52% return, which is significantly higher than BTC-USD's -27.60% return. Over the past 10 years, BDHIX has underperformed BTC-USD with an annualized return of 6.61%, while BTC-USD has yielded a comparatively higher 59.71% annualized return.


BDHIX

1D
-0.44%
1M
1.18%
YTD
4.52%
6M
5.16%
1Y
13.13%
3Y*
12.03%
5Y*
4.54%
10Y*
6.61%

BTC-USD

1D
-1.08%
1M
-21.71%
YTD
-27.60%
6M
-31.22%
1Y
-39.53%
3Y*
35.01%
5Y*
12.25%
10Y*
59.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BDHIX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BDHIX
BlackRock Dynamic High Income Portfolio
4.52%12.27%10.76%13.87%-18.20%10.44%4.52%20.05%-6.91%14.53%
BTC-USD
Bitcoin
-27.60%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between BDHIX and BTC-USD is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2015

0.14

Over the past year, BDHIX and BTC-USD have become more correlated (0.35) than their long-term average of 0.14, meaning their price movements have been converging.

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Return for Risk

BDHIX vs. BTC-USD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDHIX
BDHIX Risk / Return Rank: 4343
Overall Rank
BDHIX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
BDHIX Sortino Ratio Rank: 4545
Sortino Ratio Rank
BDHIX Omega Ratio Rank: 4646
Omega Ratio Rank
BDHIX Calmar Ratio Rank: 3434
Calmar Ratio Rank
BDHIX Martin Ratio Rank: 4848
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3030
Overall Rank
BTC-USD Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3434
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3232
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4848
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 2121
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.

BDHIX vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Dynamic High Income Portfolio (BDHIX) and Bitcoin (BTC-USD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BDHIXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.80

Sortino ratioReturn per unit of downside risk

+4.11

Omega ratioGain probability vs. loss probability

1.37

0.87

+0.50

Calmar ratioReturn relative to maximum drawdown

2.17

-0.80

+2.96

Martin ratioReturn relative to average drawdown

9.82

-1.39

+11.22

BDHIX vs. BTC-USD - Sharpe Ratio Comparison

The current BDHIX Sharpe Ratio is 1.88, which is higher than the BTC-USD Sharpe Ratio of -0.92. The chart below compares the historical Sharpe Ratios of BDHIX and BTC-USD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BDHIXBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

-0.92

+2.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.23

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.88

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

1.13

-0.49

Drawdowns

BDHIX vs. BTC-USD - Drawdown Comparison

The maximum BDHIX drawdown since its inception was -29.13%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for BDHIX and BTC-USD.


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Drawdown Indicators


BDHIXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-29.13%

-85.30%

+56.17%

Max Drawdown (1Y)

Largest decline over 1 year

-6.15%

-49.65%

+43.50%

Max Drawdown (3Y)

Largest decline over 3 years

-9.43%

-49.65%

+40.22%

Max Drawdown (5Y)

Largest decline over 5 years

-23.55%

-76.67%

+53.12%

Max Drawdown (10Y)

Largest decline over 10 years

-29.13%

-83.80%

+54.67%

Current Drawdown

Current decline from peak

-0.44%

-49.21%

+48.77%

Average Drawdown

Average peak-to-trough decline

-4.78%

-42.28%

+37.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.35%

33.87%

-32.52%

Volatility

BDHIX vs. BTC-USD - Volatility Comparison

The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 1.94%, while Bitcoin (BTC-USD) has a volatility of 10.14%. This indicates that BDHIX experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BDHIXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.94%

10.14%

-8.20%

Volatility (6M)

Calculated over the trailing 6-month period

5.80%

34.17%

-28.37%

Volatility (1Y)

Calculated over the trailing 1-year period

7.09%

35.51%

-28.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.94%

44.98%

-36.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.18%

56.69%

-47.51%

Frequently Asked Questions


BDHIX and BTC-USD have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (10.14%) compared to BDHIX (1.94%). In terms of maximum drawdown, BDHIX dropped -29.13% vs BTC-USD's -85.30%.

BDHIX currently has the higher Sharpe Ratio (1.88 vs -0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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