Standpoint Multi-Asset Fund Institutional (BLNDX)
Fund Info
90470L584
Dec 30, 2019
Expense Ratio
BLNDX has a high expense ratio of 1.27%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Standpoint Multi-Asset Fund Institutional (BLNDX) returned -7.83% year-to-date (YTD) and -8.89% over the past 12 months.
BLNDX
-7.83%
2.09%
-8.89%
-8.89%
0.23%
8.02%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of BLNDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.03% | -3.90% | -2.64% | -4.76% | 1.38% | -7.83% | |||||||
| 2024 | 2.39% | 6.72% | 4.93% | -2.41% | 2.27% | 0.52% | 0.72% | -0.26% | 0.71% | -4.24% | 3.15% | -1.61% | 13.11% |
| 2023 | 2.44% | -0.59% | -0.15% | 1.12% | -0.15% | 2.15% | 0.22% | -1.23% | 1.69% | -1.01% | 0.22% | -1.84% | 2.80% |
| 2022 | -2.85% | 2.46% | 6.26% | 1.24% | 1.08% | -2.49% | 0.15% | -0.87% | -1.40% | 2.68% | -0.44% | -3.87% | 1.53% |
| 2021 | 0.26% | 5.56% | 2.88% | 3.76% | 1.31% | 0.68% | 0.83% | 0.97% | -0.22% | 4.98% | -5.31% | 1.78% | 18.43% |
| 2020 | -1.10% | -4.04% | 2.42% | 5.25% | -0.39% | 0.10% | 2.45% | 2.49% | -2.52% | -1.82% | 8.39% | 4.68% | 16.30% |
| 2019 | 0.00% | 0.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BLNDX is 1, meaning it’s performing worse than 99% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Standpoint Multi-Asset Fund Institutional provided a 6.22% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.82 | $0.50 | $0.35 | $0.79 | $0.14 |
Dividend yield | 6.22% | 5.74% | 3.71% | 2.67% | 6.11% | 1.21% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 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 | $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 | $0.79 |
| 2020 | $0.14 | $0.14 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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. The portfolio has not yet recovered.
The current Standpoint Multi-Asset Fund Institutional drawdown is 12.66%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.69% | Jul 17, 2024 | 183 | Apr 8, 2025 | — | — | — |
| -9.73% | Nov 26, 2021 | 40 | Jan 24, 2022 | 30 | Mar 8, 2022 | 70 |
| -9.49% | Jun 9, 2022 | 132 | Dec 15, 2022 | 288 | Feb 9, 2024 | 420 |
| -9.33% | Feb 13, 2020 | 24 | Mar 18, 2020 | 27 | Apr 27, 2020 | 51 |
| -5.45% | Sep 3, 2020 | 14 | Sep 23, 2020 | 34 | Nov 10, 2020 | 48 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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