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

Performance

MSTI vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Madison Short-Term Strategic Income ETF (MSTI) 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, MSTI achieves a 0.48% return, which is significantly higher than BTC-USD's -29.97% return.


MSTI

1D
-0.22%
1M
-0.35%
YTD
0.48%
6M
0.89%
1Y
4.07%
3Y*
5Y*
10Y*

BTC-USD

1D
-3.97%
1M
-24.76%
YTD
-29.97%
6M
-31.42%
1Y
-39.67%
3Y*
31.02%
5Y*
11.35%
10Y*
59.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSTI vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023
MSTI
Madison Short-Term Strategic Income ETF
0.48%6.33%4.84%4.14%
BTC-USD
Bitcoin
-29.97%-6.27%120.76%64.24%

Correlation

The correlation between MSTI and BTC-USD is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

Correlation (All Time)
Calculated using the full available price history since Sep 7, 2023

0.09

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Return for Risk

MSTI vs. BTC-USD — Risk / Return Rank

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

MSTI
MSTI Risk / Return Rank: 6060
Overall Rank
MSTI Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
MSTI Sortino Ratio Rank: 5656
Sortino Ratio Rank
MSTI Omega Ratio Rank: 5858
Omega Ratio Rank
MSTI Calmar Ratio Rank: 6565
Calmar Ratio Rank
MSTI Martin Ratio Rank: 7272
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3030
Overall Rank
BTC-USD Sharpe Ratio Rank: 1515
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: 4848
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 2222
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.

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

This table presents a comparison of risk-adjusted performance metrics for Madison Short-Term Strategic Income ETF (MSTI) 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.


MSTIBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.60

Sortino ratioReturn per unit of downside risk

+3.79

Omega ratioGain probability vs. loss probability

1.33

0.87

+0.47

Calmar ratioReturn relative to maximum drawdown

3.10

-0.78

+3.88

Martin ratioReturn relative to average drawdown

12.79

-1.39

+14.18

MSTI vs. BTC-USD - Sharpe Ratio Comparison

The current MSTI Sharpe Ratio is 1.67, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of MSTI 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


MSTIBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

-0.93

+2.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

2.14

1.13

+1.01

Drawdowns

MSTI vs. BTC-USD - Drawdown Comparison

The maximum MSTI drawdown since its inception was -1.48%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for MSTI and BTC-USD.


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Drawdown Indicators


MSTIBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-1.48%

-85.30%

+83.82%

Max Drawdown (1Y)

Largest decline over 1 year

-1.32%

-50.87%

+49.55%

Max Drawdown (3Y)

Largest decline over 3 years

-50.87%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-0.48%

-50.87%

+50.39%

Average Drawdown

Average peak-to-trough decline

-0.29%

-42.29%

+42.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

34.02%

-33.70%

Volatility

MSTI vs. BTC-USD - Volatility Comparison

The current volatility for Madison Short-Term Strategic Income ETF (MSTI) is 0.55%, while Bitcoin (BTC-USD) has a volatility of 10.54%. This indicates that MSTI 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


MSTIBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.55%

10.54%

-9.99%

Volatility (6M)

Calculated over the trailing 6-month period

1.62%

34.26%

-32.64%

Volatility (1Y)

Calculated over the trailing 1-year period

2.45%

35.65%

-33.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.71%

44.98%

-42.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.71%

56.70%

-53.99%

Frequently Asked Questions


MSTI and BTC-USD have a correlation of 0.14, 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 (10.54%) compared to MSTI (0.55%). In terms of maximum drawdown, MSTI dropped -1.48% vs BTC-USD's -85.30%.

MSTI currently has the higher Sharpe Ratio (1.67 vs -0.93), 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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