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Standpoint Multi-Asset Fund Institutional (BLNDX)

Mutual Fund · Currency in USD · Last updated Mar 26, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Standpoint Multi-Asset Fund Institutional in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,571 for a total return of roughly 45.71%. All prices are adjusted for splits and dividends.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
45.71%
23.27%
BLNDX (Standpoint Multi-Asset Fund Institutional)
Benchmark (^GSPC)

S&P 500

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Return

Standpoint Multi-Asset Fund Institutional had a return of 0.53% year-to-date (YTD) and -1.71% in the last 12 months. Over the past 10 years, Standpoint Multi-Asset Fund Institutional had an annualized return of 12.36%, outperforming the S&P 500 benchmark which had an annualized return of 6.69%.


PeriodReturnBenchmark
1 month-2.08%-0.66%
Year-To-Date0.53%3.42%
6 months0.25%5.67%
1 year-1.71%-10.89%
5 years (annualized)12.36%6.69%
10 years (annualized)12.36%6.69%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.44%-0.60%
2022-1.40%2.68%-0.44%-1.81%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Standpoint Multi-Asset Fund Institutional Sharpe ratio is -0.16. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00NovemberDecember2023FebruaryMarch
-0.16
-0.47
BLNDX (Standpoint Multi-Asset Fund Institutional)
Benchmark (^GSPC)

Dividend History

Standpoint Multi-Asset Fund Institutional granted a 2.65% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.


PeriodTTM202220212020
Dividend$0.35$0.35$0.79$0.14

Dividend yield

2.65%2.67%6.28%1.32%

Monthly Dividends

The table displays the monthly dividend distributions for Standpoint Multi-Asset Fund Institutional. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.79
2020$0.14

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2023FebruaryMarch
-5.62%
-17.21%
BLNDX (Standpoint Multi-Asset Fund Institutional)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Standpoint Multi-Asset Fund Institutional. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Standpoint Multi-Asset Fund Institutional is 9.33%, recorded on Mar 18, 2020. It took 27 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-9.33%Feb 13, 202024Mar 18, 202027Apr 27, 202051
-8.42%Nov 17, 202146Jan 24, 202228Mar 4, 202274
-7.55%Jun 9, 2022132Dec 15, 2022
-5.45%Sep 3, 202014Sep 23, 202034Nov 10, 202048
-4.57%Jul 6, 202110Jul 19, 20215Jul 26, 202115
-4.28%Apr 20, 202217May 12, 202216Jun 6, 202233
-3.71%Mar 9, 20225Mar 15, 20224Mar 21, 20229
-3.35%Jul 30, 202115Aug 19, 20216Aug 27, 202121
-3.11%Jan 22, 20216Jan 29, 20215Feb 5, 202111
-3.09%Apr 30, 20204May 5, 202053Jul 21, 202057

Volatility Chart

Current Standpoint Multi-Asset Fund Institutional volatility is 17.17%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2023FebruaryMarch
17.17%
19.50%
BLNDX (Standpoint Multi-Asset Fund Institutional)
Benchmark (^GSPC)