COAGX vs. BLOX

Last updated Apr 3, 2026

Compare and contrast key facts about Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and Nicholas Crypto Income ETF (BLOX).

COAGX is managed by Caldwell & Orkin. It was launched on Aug 23, 1992. BLOX is an actively managed fund by Nicholas. It was launched on Jun 16, 2025.

Performance

COAGX vs. BLOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and Nicholas Crypto Income ETF (BLOX). The values are adjusted to include any dividend payments, if applicable.

COAGX vs. BLOX - Yearly Performance Comparison

	2026 (YTD)	2025
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	3.61%	13.47%
BLOX Nicholas Crypto Income ETF	-19.64%	9.24%

Returns By Period

COAGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLOX

• 1D: -1.46%
• 1M: -8.57%
• YTD: -19.64%
• 6M: -39.99%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

COAGX vs. BLOX - Expense Ratio Comparison

COAGX has a 2.00% expense ratio, which is higher than BLOX's 1.03% expense ratio.

COAGX

Caldwell & Orkin - Gator Capital Long/Short Fund

BLOX

Nicholas Crypto Income ETF

Return for Risk

COAGX vs. BLOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and Nicholas Crypto Income ETF (BLOX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	COAGX	BLOX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	-0.28	—

Correlation

The correlation between COAGX and BLOX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

COAGX vs. BLOX - Dividend Comparison

COAGX has not paid dividends to shareholders, while BLOX's dividend yield for the trailing twelve months is around 42.66%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%
BLOX Nicholas Crypto Income ETF	42.66%	22.69%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	COAGX	BLOX	Difference
Max Drawdown Largest peak-to-trough decline	—	-47.09%	—
Current Drawdown Current decline from peak	—	-44.45%	—
Average Drawdown Average peak-to-trough decline	—	-16.84%	—

Volatility

Volatility by Period

	COAGX	BLOX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	55.14%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	55.14%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	55.14%	—