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

Performance

BTC-USD vs. MALOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin (BTC-USD) and BlackRock Global Allocation Fund (MALOX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BTC-USD achieves a -23.90% return, which is significantly lower than MALOX's 5.88% return. Over the past 10 years, BTC-USD has outperformed MALOX with an annualized return of 58.69%, while MALOX has yielded a comparatively lower 8.19% annualized return.


BTC-USD

1D
2.10%
1M
5.29%
6M
-24.60%
YTD
-23.90%
1Y
-43.30%
3Y*
30.74%
5Y*
15.58%
10Y*
58.69%
ALL TIME*
89.03%

MALOX

1D
-0.37%
1M
-2.66%
6M
5.01%
YTD
5.88%
1Y
14.01%
3Y*
12.81%
5Y*
5.67%
10Y*
8.19%
ALL TIME*
8.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. MALOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-23.90%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
MALOX
BlackRock Global Allocation Fund
5.88%19.63%9.23%12.63%-15.86%6.69%24.93%17.56%-7.40%13.59%

Correlation

The correlation between BTC-USD and MALOX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

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

0.26

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

0.31

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

0.19

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2012

0.14

Over the past year, BTC-USD and MALOX have become more correlated (0.36) than their long-term average of 0.14, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. MALOX — Risk / Return Rank

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

BTC-USD
BTC-USD Risk / Return Rank: 4545
Overall Rank
BTC-USD Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 5050
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 4949
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 6666
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3838
Martin Ratio Rank

MALOX
MALOX Risk / Return Rank: 4040
Overall Rank
MALOX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MALOX Sortino Ratio Rank: 4141
Sortino Ratio Rank
MALOX Omega Ratio Rank: 3939
Omega Ratio Rank
MALOX Calmar Ratio Rank: 3535
Calmar Ratio Rank
MALOX Martin Ratio Rank: 4444
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.

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

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and BlackRock Global Allocation Fund (MALOX). 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.


BTC-USDMALOXDifference
Sharpe ratioReturn per unit of total volatility

-2.38

Sortino ratioReturn per unit of downside risk

-3.45

Omega ratioGain probability vs. loss probability

0.85

1.25

-0.40

Calmar ratioReturn relative to maximum drawdown

-0.82

1.74

-2.55

Martin ratioReturn relative to average drawdown

-1.30

7.22

-8.51

BTC-USD vs. MALOX - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -1.01, which is lower than the MALOX Sharpe Ratio of 1.38. The chart below compares the historical Sharpe Ratios of BTC-USD and MALOX, 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

BTC-USD vs. MALOX - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, which is greater than MALOX's maximum drawdown of -32.83%. Use the drawdown chart below to compare losses from any high point for BTC-USD and MALOX.


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Drawdown Indicators


BTC-USDMALOXDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-32.83%

-52.47%

Max Drawdown (1Y)

Largest decline over 1 year

-53.08%

-8.31%

-44.77%

Max Drawdown (3Y)

Largest decline over 3 years

-53.08%

-10.04%

-43.04%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-22.76%

-53.91%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-22.76%

-61.04%

Current Drawdown

Current decline from peak

-46.61%

-2.83%

-43.78%

Average Drawdown

Average peak-to-trough decline

-42.62%

-3.91%

-38.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.11%

1.99%

+25.12%

Volatility

BTC-USD vs. MALOX - Volatility Comparison

Bitcoin (BTC-USD) has a higher volatility of 9.38% compared to BlackRock Global Allocation Fund (MALOX) at 3.01%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than MALOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDMALOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.38%

3.01%

+6.37%

Volatility (6M)

Calculated over the trailing 6-month period

34.69%

8.93%

+25.76%

Volatility (1Y)

Calculated over the trailing 1-year period

35.80%

10.49%

+25.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.84%

11.00%

+32.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.33%

10.73%

+45.60%

Frequently Asked Questions


BTC-USD and MALOX have a correlation of 0.36, 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 (9.38%) compared to MALOX (3.01%). In terms of maximum drawdown, BTC-USD dropped -85.30% vs MALOX's -32.83%.

MALOX currently has the higher Sharpe Ratio (1.38 vs -1.01), 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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