CDDYX vs. BTC-USD
CDDYX (Columbia Dividend Income Fund Institutional 3 Class) is Large Cap Value Equities fund managed by Columbia, while BTC-USD (Bitcoin) is a cryptocurrency. Over the past 10 years, CDDYX returned 12.57%/yr vs 59.68%/yr for BTC-USD. At a 0.10 correlation, their price movements are largely independent.
Performance
CDDYX vs. BTC-USD - Performance Comparison
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Returns By Period
In the year-to-date period, CDDYX achieves a 7.99% return, which is significantly higher than BTC-USD's -28.54% return. Over the past 10 years, CDDYX has underperformed BTC-USD with an annualized return of 12.57%, while BTC-USD has yielded a comparatively higher 59.68% annualized return.
CDDYX
- 1D
- -0.77%
- 1M
- 1.81%
- YTD
- 7.99%
- 6M
- 8.79%
- 1Y
- 20.03%
- 3Y*
- 16.78%
- 5Y*
- 10.64%
- 10Y*
- 12.57%
BTC-USD
- 1D
- -1.22%
- 1M
- -22.47%
- YTD
- -28.54%
- 6M
- -31.02%
- 1Y
- -40.89%
- 3Y*
- 33.16%
- 5Y*
- 10.82%
- 10Y*
- 59.68%
CDDYX vs. BTC-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 7.99% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
BTC-USD Bitcoin | -28.54% | -6.27% | 120.76% | 155.82% | -64.23% | 59.40% | 304.57% | 94.10% | -73.37% | 1,324.24% |
Correlation
The correlation between CDDYX and BTC-USD is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Nov 10, 2012 | 0.10 |
The correlation between CDDYX and BTC-USD shifts across timeframes, from 0.10 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
CDDYX vs. BTC-USD — Risk / Return Rank
CDDYX
BTC-USD
CDDYX vs. BTC-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) 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.
| CDDYX | BTC-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.26 | ||
| Sortino ratioReturn per unit of downside risk | +4.66 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.86 | +0.55 |
| Calmar ratioReturn relative to maximum drawdown | 3.82 | -0.80 | +4.62 |
| Martin ratioReturn relative to average drawdown | 14.40 | -1.42 | +15.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CDDYX | BTC-USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | -0.95 | +3.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.20 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.87 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 1.13 | -0.26 |
Drawdowns
CDDYX vs. BTC-USD - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for CDDYX and BTC-USD.
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Drawdown Indicators
| CDDYX | BTC-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -85.30% | +52.56% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -51.21% | +45.70% |
Max Drawdown (3Y)Largest decline over 3 years | -12.99% | -51.21% | +38.22% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -76.67% | +59.76% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -83.80% | +51.06% |
Current DrawdownCurrent decline from peak | -0.77% | -49.86% | +49.09% |
Average DrawdownAverage peak-to-trough decline | -2.77% | -42.32% | +39.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.46% | 34.46% | -33.00% |
Volatility
CDDYX vs. BTC-USD - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 2.56%, while Bitcoin (BTC-USD) has a volatility of 11.59%. This indicates that CDDYX 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
| CDDYX | BTC-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 11.59% | -9.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 34.53% | -27.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.11% | 35.67% | -26.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.27% | 44.95% | -31.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 56.71% | -41.02% |
Frequently Asked Questions
CDDYX and BTC-USD have a correlation of 0.28, 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 (11.59%) compared to CDDYX (2.56%). In terms of maximum drawdown, CDDYX dropped -32.74% vs BTC-USD's -85.30%.
CDDYX currently has the higher Sharpe Ratio (2.31 vs -0.95), 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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