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

Performance

MALOX vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Global Allocation Fund (MALOX) 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, MALOX achieves a 5.74% return, which is significantly higher than BTC-USD's -28.54% return. Over the past 10 years, MALOX has underperformed BTC-USD with an annualized return of 8.28%, while BTC-USD has yielded a comparatively higher 59.68% annualized return.


MALOX

1D
-2.27%
1M
-0.32%
YTD
5.74%
6M
6.99%
1Y
17.22%
3Y*
13.89%
5Y*
5.47%
10Y*
8.28%

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

MALOX vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MALOX
BlackRock Global Allocation Fund
5.74%19.63%9.23%12.63%-15.86%6.69%24.93%17.56%-7.40%13.59%
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 MALOX and BTC-USD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.37

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

0.26

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

0.31

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

0.19

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2012

0.14

Over the past year, MALOX and BTC-USD have become more correlated (0.37) than their long-term average of 0.14, meaning their price movements have been converging.

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Return for Risk

MALOX vs. BTC-USD — Risk / Return Rank

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

MALOX
MALOX Risk / Return Rank: 4141
Overall Rank
MALOX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MALOX Sortino Ratio Rank: 4141
Sortino Ratio Rank
MALOX Omega Ratio Rank: 4141
Omega Ratio Rank
MALOX Calmar Ratio Rank: 3535
Calmar Ratio Rank
MALOX Martin Ratio Rank: 4646
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2828
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3333
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4646
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 1616
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.

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

This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Allocation Fund (MALOX) 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.


MALOXBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.74

Sortino ratioReturn per unit of downside risk

+3.89

Omega ratioGain probability vs. loss probability

1.33

0.86

+0.47

Calmar ratioReturn relative to maximum drawdown

2.12

-0.80

+2.92

Martin ratioReturn relative to average drawdown

9.13

-1.42

+10.55

MALOX vs. BTC-USD - Sharpe Ratio Comparison

The current MALOX Sharpe Ratio is 1.79, which is higher than the BTC-USD Sharpe Ratio of -0.95. The chart below compares the historical Sharpe Ratios of MALOX 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


MALOXBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

-0.95

+2.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.20

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

0.87

-0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.93

1.13

-0.20

Drawdowns

MALOX vs. BTC-USD - Drawdown Comparison

The maximum MALOX drawdown since its inception was -32.83%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for MALOX and BTC-USD.


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Drawdown Indicators


MALOXBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-32.83%

-85.30%

+52.47%

Max Drawdown (1Y)

Largest decline over 1 year

-8.31%

-51.21%

+42.90%

Max Drawdown (3Y)

Largest decline over 3 years

-10.04%

-51.21%

+41.17%

Max Drawdown (5Y)

Largest decline over 5 years

-22.76%

-76.67%

+53.91%

Max Drawdown (10Y)

Largest decline over 10 years

-22.76%

-83.80%

+61.04%

Current Drawdown

Current decline from peak

-2.31%

-49.86%

+47.55%

Average Drawdown

Average peak-to-trough decline

-3.92%

-42.32%

+38.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.93%

34.46%

-32.53%

Volatility

MALOX vs. BTC-USD - Volatility Comparison

The current volatility for BlackRock Global Allocation Fund (MALOX) is 3.53%, while Bitcoin (BTC-USD) has a volatility of 11.59%. This indicates that MALOX 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


MALOXBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.53%

11.59%

-8.06%

Volatility (6M)

Calculated over the trailing 6-month period

8.22%

34.53%

-26.31%

Volatility (1Y)

Calculated over the trailing 1-year period

9.87%

35.67%

-25.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.91%

44.95%

-34.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.73%

56.71%

-45.98%

Frequently Asked Questions


MALOX and BTC-USD have a correlation of 0.37, 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 MALOX (3.53%). In terms of maximum drawdown, MALOX dropped -32.83% vs BTC-USD's -85.30%.

MALOX currently has the higher Sharpe Ratio (1.79 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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