AGG vs. REMIX
AGG (iShares Core U.S. Aggregate Bond ETF) and REMIX (Standpoint Multi-Asset Fund Investor Class) are both funds - AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index, while REMIX is a Macro Trading fund managed by Standpoint Asset Management. Over the past 5 years, AGG returned 0.06%/yr vs 8.65%/yr for REMIX. At a correlation of -0.06, they often move in opposite directions. AGG charges 0.03%/yr vs 1.55%/yr for REMIX.
Performance
AGG vs. REMIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AGG achieves a 0.52% return, which is significantly lower than REMIX's 13.77% return.
AGG
- 1D
- -0.12%
- 1M
- 0.43%
- YTD
- 0.52%
- 6M
- 0.93%
- 1Y
- 4.50%
- 3Y*
- 4.19%
- 5Y*
- 0.06%
- 10Y*
- 1.57%
REMIX
- 1D
- 0.90%
- 1M
- -3.29%
- YTD
- 13.77%
- 6M
- 15.26%
- 1Y
- 27.94%
- 3Y*
- 10.31%
- 5Y*
- 8.65%
- 10Y*
- —
AGG vs. REMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 0.52% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% |
REMIX Standpoint Multi-Asset Fund Investor Class | 13.77% | 3.85% | 12.92% | 5.53% | 3.44% | 19.81% | 16.06% |
Correlation
The correlation between AGG and REMIX is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020 | -0.06 |
The correlation between AGG and REMIX shifts across timeframes, from -0.09 (5 years) to 0.11 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGG vs. REMIX — Risk / Return Rank
AGG
REMIX
AGG vs. REMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and Standpoint Multi-Asset Fund Investor Class (REMIX). 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.
| AGG | REMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.39 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 6.04 | -4.40 |
| Martin ratioReturn relative to average drawdown | 4.82 | 18.45 | -13.63 |
Loading charts...
Drawdowns
AGG vs. REMIX - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, roughly equal to the maximum REMIX drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for AGG and REMIX.
Loading charts...
Drawdown Indicators
| AGG | REMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | -17.89% | -0.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -4.78% | +2.02% |
Max Drawdown (3Y)Largest decline over 3 years | -6.11% | -17.89% | +11.78% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -17.89% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | — | — |
Current DrawdownCurrent decline from peak | -1.88% | -3.90% | +2.02% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -3.29% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 1.56% | -0.62% |
Volatility
AGG vs. REMIX - Volatility Comparison
The current volatility for iShares Core U.S. Aggregate Bond ETF (AGG) is 1.37%, while Standpoint Multi-Asset Fund Investor Class (REMIX) has a volatility of 3.54%. This indicates that AGG experiences smaller price fluctuations and is considered to be less risky than REMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGG | REMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 3.54% | -2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 9.87% | -7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 12.98% | -9.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 11.74% | -5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 11.79% | -6.38% |
AGG vs. REMIX - Expense Ratio Comparison
AGG has a 0.03% expense ratio, which is lower than REMIX's 1.55% expense ratio.
Dividends
AGG vs. REMIX - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 3.98%, more than REMIX's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
REMIX Standpoint Multi-Asset Fund Investor Class | 0.41% | 0.47% | 5.52% | 3.46% | 2.48% | 6.04% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AGG and REMIX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REMIX has higher volatility (3.54%) compared to AGG (1.37%). In terms of maximum drawdown, AGG dropped -18.43% vs REMIX's -17.89%.
REMIX currently has the higher Sharpe Ratio (2.23 vs 1.19), 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.
Find the right allocation for AGG and REMIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer