BRRR vs TAOZ

Comparison between Valkyrie Bitcoin Fund (BRRR, ETF) and THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF).

BRRR vs TAOZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRRR(ETF)	TAOZ(ETF)
Net Assets	$490M	$490M
Expense Ratio	N/A	0.79%
Max Drawdown	52.09%	3.85%
Sharpe Ratio	-1.13	2.08
5Y Beta	1.26	0.82
P/E Ratio	N/A	25.12
Forward P/E	N/A	17.66
PEG Ratio	N/A	0.55
5Y EPS CAGR	N/A	16.93%
Debt to Equity	N/A	65.54%
P/S Ratio	N/A	1.79
P/B Ratio	N/A	3.58

Net Assets

Winner

BRRR

$490M

TAOZ

$490M

Expense Ratio

BRRR

N/A

TAOZ

0.79%

Max Drawdown

BRRR

52.09%

Winner

TAOZ

3.85%

Sharpe Ratio

BRRR

-1.13

Winner

TAOZ

2.08

5Y Beta

BRRR

1.26

Winner

TAOZ

0.82

P/E Ratio

BRRR

N/A

TAOZ

25.12

Forward P/E

BRRR

N/A

TAOZ

17.66

PEG Ratio

BRRR

N/A

TAOZ

0.55

5Y EPS CAGR

BRRR

N/A

TAOZ

16.93%

Debt to Equity

BRRR

N/A

TAOZ

65.54%

P/S Ratio

BRRR

N/A

TAOZ

1.79

P/B Ratio

BRRR

N/A

TAOZ

3.58

BRRR vs TAOZ - Historical Returns

Returns include dividend reinvestment.

Period	BRRR	TAOZ
1 month	-26.23%	+0.51%
3 months	-15.51%	N/A
6 months	-32.66%	N/A
1 year	-41.01%	N/A
Max(CAGR)	+10.78%	+35.18%

BRRR

-26.23%

Winner

TAOZ

+0.51%

BRRR

-15.51%

TAOZ

N/A

BRRR

-32.66%

TAOZ

N/A

BRRR

-41.01%

TAOZ

N/A

Max(CAGR)

BRRR

+10.78%

Winner

TAOZ

+35.18%

BRRR vs TAOZ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	BRRR	TAOZ
2026	-33.00%	+5.51%
2025	-10.24%	N/A
2024	+99.02%	N/A

BRRR vs TAOZ Drawdown Comparison

The maximum drawdown for BRRR was -52.09%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 33 trading sessions.

The current BRRR drawdown is -52.09%. The current TAOZ drawdown is -1.97%.

Rank	BRRR	TAOZ
#1	-52.09% Oct 6, 2025 - Jun 5, 2026	-3.85% Apr 17, 2026 - Jun 4, 2026
#2	-28.13% Dec 17, 2024 - May 20, 2025	-1.97% Jun 4, 2026 - Jun 5, 2026
#3	-27.37% Mar 13, 2024 - Nov 6, 2024	-0.62% Apr 9, 2026 - Apr 13, 2026
#4	-16.33% Jan 11, 2024 - Feb 9, 2024	-0.50% Apr 15, 2026 - Apr 17, 2026
#5	-11.95% Aug 13, 2025 - Oct 6, 2025	-0.14% Apr 6, 2026 - Apr 8, 2026
#6	-8.58% Mar 4, 2024 - Mar 8, 2024	N/A
#7	-8.48% May 22, 2025 - Jul 9, 2025	N/A
#8	-8.37% Nov 22, 2024 - Dec 6, 2024	N/A
#9	-5.75% Jul 14, 2025 - Aug 13, 2025	N/A
#10	-5.32% Dec 6, 2024 - Dec 13, 2024	N/A
#11	-2.44% Nov 13, 2024 - Nov 15, 2024	N/A
#12	-2.03% Feb 20, 2024 - Feb 26, 2024	N/A
#13	-1.61% Feb 12, 2024 - Feb 14, 2024	N/A
#14	-0.98% Mar 11, 2024 - Mar 13, 2024	N/A