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

Performance

ZROZ vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) 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, ZROZ achieves a -0.11% return, which is significantly higher than BTC-USD's -27.32% return. Over the past 10 years, ZROZ has underperformed BTC-USD with an annualized return of -4.28%, while BTC-USD has yielded a comparatively higher 57.32% annualized return.


ZROZ

1D
-0.31%
1M
3.23%
YTD
-0.11%
6M
-0.09%
1Y
0.65%
3Y*
-6.87%
5Y*
-11.89%
10Y*
-4.28%

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)

ZROZ vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ZROZ
PIMCO 25+ Year Zero Coupon US Treasury Index Fund
-0.11%-1.84%-16.18%1.19%-41.28%-5.22%24.57%21.22%-5.43%14.77%
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 ZROZ and BTC-USD is 0.05, 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

0.05

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

0.01

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

-0.01

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

-0.01

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

-0.01

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Return for Risk

ZROZ vs. BTC-USD — Risk / Return Rank

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

ZROZ
ZROZ Risk / Return Rank: 1010
Overall Rank
ZROZ Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
ZROZ Sortino Ratio Rank: 1010
Sortino Ratio Rank
ZROZ Omega Ratio Rank: 1010
Omega Ratio Rank
ZROZ Calmar Ratio Rank: 1010
Calmar Ratio Rank
ZROZ Martin Ratio Rank: 1010
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.

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

This table presents a comparison of risk-adjusted performance metrics for PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) 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.


ZROZBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+0.97

Sortino ratioReturn per unit of downside risk

+1.48

Omega ratioGain probability vs. loss probability

1.02

0.87

+0.15

Calmar ratioReturn relative to maximum drawdown

0.05

-0.78

+0.82

Martin ratioReturn relative to average drawdown

0.10

-1.36

+1.46

ZROZ vs. BTC-USD - Sharpe Ratio Comparison

The current ZROZ Sharpe Ratio is 0.04, which is higher than the BTC-USD Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of ZROZ 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

ZROZ vs. BTC-USD - Drawdown Comparison

The maximum ZROZ drawdown since its inception was -62.93%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for ZROZ and BTC-USD.


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Drawdown Indicators


ZROZBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-62.93%

-85.30%

+22.37%

Max Drawdown (1Y)

Largest decline over 1 year

-14.02%

-51.21%

+37.19%

Max Drawdown (3Y)

Largest decline over 3 years

-28.62%

-51.21%

+22.59%

Max Drawdown (5Y)

Largest decline over 5 years

-57.98%

-76.67%

+18.69%

Max Drawdown (10Y)

Largest decline over 10 years

-62.93%

-83.80%

+20.87%

Current Drawdown

Current decline from peak

-59.54%

-49.01%

-10.53%

Average Drawdown

Average peak-to-trough decline

-24.10%

-42.35%

+18.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.31%

35.02%

-28.71%

Volatility

ZROZ vs. BTC-USD - Volatility Comparison

The current volatility for PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) is 4.59%, while Bitcoin (BTC-USD) has a volatility of 12.11%. This indicates that ZROZ 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


ZROZBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.59%

12.11%

-7.52%

Volatility (6M)

Calculated over the trailing 6-month period

10.78%

34.59%

-23.81%

Volatility (1Y)

Calculated over the trailing 1-year period

16.12%

35.62%

-19.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.89%

44.71%

-20.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.06%

56.62%

-34.56%

Frequently Asked Questions


ZROZ and BTC-USD have a correlation of 0.05, 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 ZROZ (4.59%). In terms of maximum drawdown, ZROZ dropped -62.93% vs BTC-USD's -85.30%.

ZROZ currently has the higher Sharpe Ratio (0.04 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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