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

Performance

PHYS vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sprott Physical Gold Trust (PHYS) 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, PHYS achieves a -3.85% return, which is significantly higher than BTC-USD's -27.32% return. Over the past 10 years, PHYS has underperformed BTC-USD with an annualized return of 11.42%, while BTC-USD has yielded a comparatively higher 57.32% annualized return.


PHYS

1D
0.19%
1M
-10.61%
YTD
-3.85%
6M
-3.47%
1Y
22.63%
3Y*
28.00%
5Y*
16.26%
10Y*
11.42%

BTC-USD

1D
0.05%
1M
-19.79%
YTD
-27.32%
6M
-29.56%
1Y
-39.85%
3Y*
34.86%
5Y*
10.27%
10Y*
57.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PHYS vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PHYS
Sprott Physical Gold Trust
-3.85%63.95%26.43%12.98%-1.81%-4.84%23.89%18.14%-2.64%12.78%
BTC-USD
Bitcoin
-27.32%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between PHYS and BTC-USD is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.11

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

0.10

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

0.09

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2012

0.07

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Return for Risk

PHYS vs. BTC-USD — Risk / Return Rank

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

PHYS
PHYS Risk / Return Rank: 6464
Overall Rank
PHYS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PHYS Sortino Ratio Rank: 6060
Sortino Ratio Rank
PHYS Omega Ratio Rank: 6464
Omega Ratio Rank
PHYS Calmar Ratio Rank: 6262
Calmar Ratio Rank
PHYS Martin Ratio Rank: 6666
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3737
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3939
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3737
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5656
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3232
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.

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

This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Gold Trust (PHYS) 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.


PHYSBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+1.74

Sortino ratioReturn per unit of downside risk

+2.45

Omega ratioGain probability vs. loss probability

1.17

0.87

+0.31

Calmar ratioReturn relative to maximum drawdown

0.92

-0.78

+1.69

Martin ratioReturn relative to average drawdown

2.64

-1.36

+4.00

PHYS vs. BTC-USD - Sharpe Ratio Comparison

The current PHYS Sharpe Ratio is 0.81, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of PHYS 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

PHYS vs. BTC-USD - Drawdown Comparison

The maximum PHYS drawdown since its inception was -48.16%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for PHYS and BTC-USD.


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Drawdown Indicators


PHYSBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-48.16%

-85.30%

+37.14%

Max Drawdown (1Y)

Largest decline over 1 year

-24.80%

-51.21%

+26.41%

Max Drawdown (3Y)

Largest decline over 3 years

-24.80%

-51.21%

+26.41%

Max Drawdown (5Y)

Largest decline over 5 years

-24.80%

-76.67%

+51.87%

Max Drawdown (10Y)

Largest decline over 10 years

-24.80%

-83.80%

+59.00%

Current Drawdown

Current decline from peak

-22.43%

-49.01%

+26.58%

Average Drawdown

Average peak-to-trough decline

-20.99%

-42.35%

+21.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.60%

35.02%

-26.42%

Volatility

PHYS vs. BTC-USD - Volatility Comparison

The current volatility for Sprott Physical Gold Trust (PHYS) is 7.80%, while Bitcoin (BTC-USD) has a volatility of 12.11%. This indicates that PHYS 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


PHYSBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

12.11%

-4.31%

Volatility (6M)

Calculated over the trailing 6-month period

24.75%

34.59%

-9.84%

Volatility (1Y)

Calculated over the trailing 1-year period

28.17%

35.62%

-7.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.53%

44.71%

-26.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.41%

56.62%

-40.21%

Frequently Asked Questions


PHYS and BTC-USD have a correlation of 0.16, 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 (12.11%) compared to PHYS (7.80%). In terms of maximum drawdown, PHYS dropped -48.16% vs BTC-USD's -85.30%.

PHYS currently has the higher Sharpe Ratio (0.81 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

Find the right allocation for PHYS and BTC-USD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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