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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 3.48% return, which is significantly higher than BTC-USD's -31.91% return. Over the past 10 years, BDHIX has underperformed BTC-USD with an annualized return of 6.79%, while BTC-USD has yielded a comparatively higher 56.92% annualized return.


BDHIX

1D
0.00%
1M
-0.60%
YTD
3.48%
6M
3.72%
1Y
11.49%
3Y*
11.66%
5Y*
4.29%
10Y*
6.79%

BTC-USD

1D
-2.31%
1M
-21.43%
YTD
-31.91%
6M
-31.66%
1Y
-44.53%
3Y*
25.32%
5Y*
13.04%
10Y*
56.92%
*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
3.48%12.27%10.76%13.87%-18.20%10.44%4.52%20.05%-6.91%14.53%
BTC-USD
Bitcoin
-31.91%-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 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.23

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 2, 2015

0.14

Over the past year, BDHIX and BTC-USD have become more correlated (0.34) 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: 4040
Overall Rank
BDHIX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BDHIX Sortino Ratio Rank: 4242
Sortino Ratio Rank
BDHIX Omega Ratio Rank: 4444
Omega Ratio Rank
BDHIX Calmar Ratio Rank: 3232
Calmar Ratio Rank
BDHIX Martin Ratio Rank: 4545
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2121
Overall Rank
BTC-USD Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 2828
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 2626
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 3636
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 77
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.

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.


BDHIXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.57

Sortino ratioReturn per unit of downside risk

+3.81

Omega ratioGain probability vs. loss probability

1.30

0.84

+0.45

Calmar ratioReturn relative to maximum drawdown

1.84

-0.85

+2.69

Martin ratioReturn relative to average drawdown

8.20

-1.45

+9.65

BDHIX vs. BTC-USD - Sharpe Ratio Comparison

The current BDHIX Sharpe Ratio is 1.53, which is higher than the BTC-USD Sharpe Ratio of -1.04. 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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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%

-52.23%

+46.08%

Max Drawdown (3Y)

Largest decline over 3 years

-9.43%

-52.23%

+42.80%

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

-1.54%

-52.23%

+50.69%

Average Drawdown

Average peak-to-trough decline

-4.76%

-42.42%

+37.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

31.57%

-30.20%

Volatility

BDHIX vs. BTC-USD - Volatility Comparison

The current volatility for BlackRock Dynamic High Income Portfolio (BDHIX) is 2.74%, while Bitcoin (BTC-USD) has a volatility of 12.44%. 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

2.74%

12.44%

-9.70%

Volatility (6M)

Calculated over the trailing 6-month period

6.23%

34.75%

-28.52%

Volatility (1Y)

Calculated over the trailing 1-year period

7.41%

35.63%

-28.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.99%

44.15%

-35.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.18%

56.40%

-47.22%

Frequently Asked Questions


BDHIX and BTC-USD have a correlation of 0.34, 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 (12.44%) compared to BDHIX (2.74%). In terms of maximum drawdown, BDHIX dropped -29.13% vs BTC-USD's -85.30%.

BDHIX currently has the higher Sharpe Ratio (1.53 vs -1.04), 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.

Portfolio Optimizer

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