BTCFX vs. SVPIX
BTCFX (Bitcoin ProFund Investor Class) and SVPIX (ProFunds Small Cap Value Fund) are both mutual funds - BTCFX is a Cryptocurrency fund actively managed by ProFunds, while SVPIX is a Small Cap Value Equities fund managed by ProFunds. Over the past 3 years, BTCFX returned 21.79%/yr vs 9.80%/yr for SVPIX. Their 0.35 correlation means their historical movements had little consistent relationship. BTCFX charges 1.18%/yr vs 1.61%/yr for SVPIX.
Performance
BTCFX vs. SVPIX - Performance Comparison
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Returns By Period
In the year-to-date period, BTCFX achieves a -27.35% return, which is significantly lower than SVPIX's 18.47% return.
BTCFX
- 1D
- 2.08%
- 1M
- 5.34%
- 6M
- -23.89%
- YTD
- -27.35%
- 1Y
- -45.02%
- 3Y*
- 21.79%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.99%
SVPIX
- 1D
- -0.01%
- 1M
- 0.15%
- 6M
- 11.47%
- YTD
- 18.47%
- 1Y
- 36.32%
- 3Y*
- 9.80%
- 5Y*
- 5.72%
- 10Y*
- 8.07%
- ALL TIME*
- 7.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BTCFX vs. SVPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | -27.35% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
SVPIX ProFunds Small Cap Value Fund | 18.47% | 4.52% | 4.54% | 12.43% | -12.84% | 3.17% |
Correlation
The correlation between BTCFX and SVPIX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.35 |
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Return for Risk
BTCFX vs. SVPIX — Risk / Return Rank
BTCFX
SVPIX
BTCFX vs. SVPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bitcoin ProFund Investor Class (BTCFX) and ProFunds Small Cap Value Fund (SVPIX). 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.
| BTCFX | SVPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -4.32 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.32 | -0.50 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 3.43 | -4.29 |
| Martin ratioReturn relative to average drawdown | -1.32 | 11.66 | -12.98 |
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Drawdowns
BTCFX vs. SVPIX - Drawdown Comparison
The maximum BTCFX drawdown since its inception was -77.89%, which is greater than SVPIX's maximum drawdown of -60.67%. Use the drawdown chart below to compare losses from any high point for BTCFX and SVPIX.
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Drawdown Indicators
| BTCFX | SVPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.89% | -60.67% | -17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -54.81% | -9.55% | -45.26% |
Max Drawdown (3Y)Largest decline over 3 years | -54.81% | -29.67% | -25.14% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.67% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.17% | — |
Current DrawdownCurrent decline from peak | -50.18% | -1.69% | -48.49% |
Average DrawdownAverage peak-to-trough decline | -36.41% | -11.45% | -24.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 35.60% | 2.81% | +32.79% |
Volatility
BTCFX vs. SVPIX - Volatility Comparison
Bitcoin ProFund Investor Class (BTCFX) has a higher volatility of 8.58% compared to ProFunds Small Cap Value Fund (SVPIX) at 3.50%. This indicates that BTCFX's price experiences larger fluctuations and is considered to be riskier than SVPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BTCFX | SVPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 3.50% | +5.08% |
Volatility (6M)Calculated over the trailing 6-month period | 34.17% | 11.18% | +22.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.53% | 17.79% | +26.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.92% | 21.74% | +33.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.92% | 23.45% | +31.47% |
BTCFX vs. SVPIX - Expense Ratio Comparison
BTCFX has a 1.18% expense ratio, which is lower than SVPIX's 1.61% expense ratio.
Dividends
BTCFX vs. SVPIX - Dividend Comparison
BTCFX's dividend yield for the trailing twelve months is around 32.31%, while SVPIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 23.51% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVPIX ProFunds Small Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 1.47% | 0.18% | 0.00% | 0.07% | 13.10% |
Frequently Asked Questions
BTCFX and SVPIX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (8.58%) compared to SVPIX (3.50%). In terms of maximum drawdown, BTCFX dropped -77.89% vs SVPIX's -60.67%.
SVPIX currently has the higher Sharpe Ratio (1.85 vs -1.06), 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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