Standpoint Multi-Asset Fund Institutional (BLNDX)

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The chart shows the growth of an initial investment of $10,000 in Standpoint Multi-Asset Fund Institutional, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Standpoint Multi-Asset Fund Institutional (BLNDX) has returned 6.56% so far this year and 16.23% over the past 12 months.

Based on dividend-adjusted daily data since Dec 31, 2019, BLNDX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +8.4%, while the worst month was Nov 2021 at -5.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BLNDX closed higher 52% of trading days. The best single day was Mar 6, 2020 with a return of +3.5%, while the worst single day was Nov 26, 2021 at -5.0%.

Standpoint Multi-Asset Fund Institutional has an annualized alpha of 6.96%, beta of 0.35, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since January 02, 2020.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (47.76%) than losses (34.66%) — typical of diversified or defensive assets.
• Beta of 0.35 may look defensive, but with R² of 0.37 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.37 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

BLNDX has a high expense ratio of 1.27%, indicating above-average management fees.

BLNDX ranks 61 for risk / return — better than 61% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) and compare them to a chosen benchmark (S&P 500 Index).

Standpoint Multi-Asset Fund Institutional provided a 0.69% dividend yield over the last twelve months, with an annual payout of $0.11 per share.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Standpoint Multi-Asset Fund Institutional. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Standpoint Multi-Asset Fund Institutional was 17.69%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The current Standpoint Multi-Asset Fund Institutional drawdown is 2.35%.

The chart below shows the rolling one-month volatility.