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

Performance

GASFX vs. BTC-USD - Performance Comparison

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

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Returns By Period

In the year-to-date period, GASFX achieves a 7.23% return, which is significantly higher than BTC-USD's -23.17% return. Over the past 10 years, GASFX has underperformed BTC-USD with an annualized return of 8.99%, while BTC-USD has yielded a comparatively higher 60.98% annualized return.


GASFX

1D
-1.40%
1M
-5.96%
YTD
7.23%
6M
5.96%
1Y
9.27%
3Y*
15.04%
5Y*
12.10%
10Y*
8.99%

BTC-USD

1D
0.85%
1M
-14.42%
YTD
-23.17%
6M
-26.37%
1Y
-36.52%
3Y*
35.33%
5Y*
12.77%
10Y*
60.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GASFX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GASFX
Hennessy Gas Utility Fund
7.23%10.42%24.98%0.27%13.68%19.60%-9.34%20.80%-3.47%7.04%
BTC-USD
Bitcoin
-23.17%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between GASFX and BTC-USD is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.10

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

0.12

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

0.07

Correlation (All Time)
Calculated using the full available price history since Sep 19, 2012

0.04

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Return for Risk

GASFX vs. BTC-USD — Risk / Return Rank

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

GASFX
GASFX Risk / Return Rank: 1313
Overall Rank
GASFX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
GASFX Sortino Ratio Rank: 1010
Sortino Ratio Rank
GASFX Omega Ratio Rank: 99
Omega Ratio Rank
GASFX Calmar Ratio Rank: 1717
Calmar Ratio Rank
GASFX Martin Ratio Rank: 1717
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3434
Overall Rank
BTC-USD Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1717
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.

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

This table presents a comparison of risk-adjusted performance metrics for Hennessy Gas Utility Fund (GASFX) 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.


GASFXBTC-USDDifference

Sharpe ratio

Return per unit of total volatility

0.85

-0.85

+1.70

Sortino ratio

Return per unit of downside risk

1.25

-1.14

+2.39

Omega ratio

Gain probability vs. loss probability

1.15

0.88

+0.26

Calmar ratio

Return relative to maximum drawdown

1.55

-1.07

+2.62

Martin ratio

Return relative to average drawdown

4.82

-1.57

+6.40

GASFX vs. BTC-USD - Sharpe Ratio Comparison

The current GASFX Sharpe Ratio is 0.85, which is higher than the BTC-USD Sharpe Ratio of -0.85. The chart below compares the historical Sharpe Ratios of GASFX and BTC-USD, 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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Sharpe Ratios by Period


GASFXBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

-0.85

+1.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.24

+0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.89

-0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

1.14

-0.58

Drawdowns

GASFX vs. BTC-USD - Drawdown Comparison

The maximum GASFX drawdown since its inception was -49.33%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for GASFX and BTC-USD.


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Drawdown Indicators


GASFXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-49.33%

-85.30%

+35.97%

Max Drawdown (1Y)

Largest decline over 1 year

-6.95%

-49.65%

+42.70%

Max Drawdown (3Y)

Largest decline over 3 years

-12.43%

-49.65%

+37.22%

Max Drawdown (5Y)

Largest decline over 5 years

-18.25%

-76.67%

+58.42%

Max Drawdown (10Y)

Largest decline over 10 years

-37.23%

-83.80%

+46.57%

Current Drawdown

Current decline from peak

-6.95%

-46.10%

+39.15%

Average Drawdown

Average peak-to-trough decline

-7.86%

-42.27%

+34.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.23%

33.71%

-31.48%

Volatility

GASFX vs. BTC-USD - Volatility Comparison

The current volatility for Hennessy Gas Utility Fund (GASFX) is 4.32%, while Bitcoin (BTC-USD) has a volatility of 9.90%. This indicates that GASFX 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


GASFXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.32%

9.90%

-5.58%

Volatility (6M)

Calculated over the trailing 6-month period

9.09%

33.98%

-24.89%

Volatility (1Y)

Calculated over the trailing 1-year period

11.74%

35.37%

-23.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.45%

45.01%

-29.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.68%

56.68%

-39.00%

Frequently Asked Questions


GASFX and BTC-USD have a correlation of 0.04, 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 (9.90%) compared to GASFX (4.32%). In terms of maximum drawdown, GASFX dropped -49.33% vs BTC-USD's -85.30%.

GASFX currently has the higher Sharpe Ratio (0.85 vs -0.85), 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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