BTC-USD vs. SWPPX

In the year-to-date period, BTC-USD achieves a 10.21% return, which is significantly higher than SWPPX's -3.30% return. Over the past 10 years, BTC-USD has outperformed SWPPX with an annualized return of 83.65%, while SWPPX has yielded a comparatively lower 12.18% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) and Schwab S&P 500 Index Fund (SWPPX). 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.

The current BTC-USD Sharpe Ratio is 1.24, which is higher than the SWPPX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of BTC-USD and SWPPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum BTC-USD drawdown since its inception was -93.07%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for BTC-USD and SWPPX. For additional features, visit the drawdowns tool.

Bitcoin (BTC-USD) has a higher volatility of 11.97% compared to Schwab S&P 500 Index Fund (SWPPX) at 6.81%. This indicates that BTC-USD's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.