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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 12.77% return, which is significantly higher than BTC-USD's -28.58% 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 57.45% annualized return.


GASFX

1D
-0.03%
1M
1.32%
6M
13.67%
YTD
12.77%
1Y
17.75%
3Y*
16.09%
5Y*
13.48%
10Y*
8.99%

BTC-USD

1D
-1.96%
1M
-3.01%
6M
-31.47%
YTD
-28.58%
1Y
-47.54%
3Y*
27.25%
5Y*
13.75%
10Y*
57.45%
*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
12.77%10.42%24.98%0.27%13.68%19.60%-9.34%20.80%-3.47%7.04%
BTC-USD
Bitcoin
-28.58%-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 0.02, 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

0.02

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

0.08

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 Oct 28, 2012

0.04

The correlation between GASFX and BTC-USD shifts across timeframes, from 0.02 (1 year) to 0.12 (5 years), reflecting how their relationship changes across market environments.

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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: 4646
Overall Rank
GASFX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
GASFX Sortino Ratio Rank: 4242
Sortino Ratio Rank
GASFX Omega Ratio Rank: 3535
Omega Ratio Rank
GASFX Calmar Ratio Rank: 6969
Calmar Ratio Rank
GASFX Martin Ratio Rank: 4343
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 1818
Overall Rank
BTC-USD Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 2626
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 2222
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 3434
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 55
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.

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.


GASFXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.56

Sortino ratioReturn per unit of downside risk

+3.79

Omega ratioGain probability vs. loss probability

1.24

0.83

+0.41

Calmar ratioReturn relative to maximum drawdown

2.55

-0.90

+3.45

Martin ratioReturn relative to average drawdown

7.32

-1.46

+8.77

GASFX vs. BTC-USD - Sharpe Ratio Comparison

The current GASFX Sharpe Ratio is 1.45, which is higher than the BTC-USD Sharpe Ratio of -1.11. 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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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%

-53.08%

+46.13%

Max Drawdown (3Y)

Largest decline over 3 years

-12.43%

-53.08%

+40.65%

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

-2.15%

-49.89%

+47.74%

Average Drawdown

Average peak-to-trough decline

-7.84%

-42.55%

+34.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.42%

28.99%

-26.57%

Volatility

GASFX vs. BTC-USD - Volatility Comparison

The current volatility for Hennessy Gas Utility Fund (GASFX) is 4.45%, while Bitcoin (BTC-USD) has a volatility of 8.86%. 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

4.45%

8.86%

-4.41%

Volatility (6M)

Calculated over the trailing 6-month period

9.70%

34.96%

-25.26%

Volatility (1Y)

Calculated over the trailing 1-year period

12.28%

35.56%

-23.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.49%

43.94%

-28.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.71%

56.32%

-38.61%

Frequently Asked Questions


GASFX and BTC-USD have a correlation of 0.02, 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 (8.86%) compared to GASFX (4.45%). In terms of maximum drawdown, GASFX dropped -49.33% vs BTC-USD's -85.30%.

GASFX currently has the higher Sharpe Ratio (1.45 vs -1.11), 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.

Portfolio Optimizer

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