BASMX vs. TANDX
BASMX (iShares Total U.S. Stock Market Index Fund Investor A Shares) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past 5 years, BASMX returned 12.12%/yr vs 1.33%/yr for TANDX. A 0.76 correlation means they provide meaningful diversification when combined. BASMX charges 0.33%/yr vs 1.59%/yr for TANDX.
Performance
BASMX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, BASMX achieves a 9.92% return, which is significantly higher than TANDX's -13.98% return.
BASMX
- 1D
- -0.32%
- 1M
- 0.44%
- YTD
- 9.92%
- 6M
- 8.79%
- 1Y
- 25.13%
- 3Y*
- 20.74%
- 5Y*
- 12.12%
- 10Y*
- 14.96%
TANDX
- 1D
- -0.79%
- 1M
- -2.77%
- YTD
- -13.98%
- 6M
- -14.52%
- 1Y
- -15.47%
- 3Y*
- 0.56%
- 5Y*
- 1.33%
- 10Y*
- —
BASMX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 9.92% | 16.81% | 23.46% | 25.63% | -19.32% | 25.26% | 20.37% | 13.85% |
TANDX Castle Tandem Fund | -13.98% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
Correlation
The correlation between BASMX and TANDX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.76 |
Over the past year, the correlation between BASMX and TANDX has dropped to 0.47 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
BASMX vs. TANDX — Risk / Return Rank
BASMX
TANDX
BASMX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) and Castle Tandem Fund (TANDX). 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.
| BASMX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.62 | ||
| Sortino ratioReturn per unit of downside risk | +4.90 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.77 | +0.61 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | -0.88 | +3.84 |
| Martin ratioReturn relative to average drawdown | 13.21 | -1.91 | +15.12 |
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Drawdowns
BASMX vs. TANDX - Drawdown Comparison
The maximum BASMX drawdown since its inception was -34.95%, smaller than the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for BASMX and TANDX.
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Drawdown Indicators
| BASMX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.95% | -93.98% | +59.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -16.90% | +7.98% |
Max Drawdown (3Y)Largest decline over 3 years | -19.32% | -93.98% | +74.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -93.98% | +68.86% |
Max Drawdown (10Y)Largest decline over 10 years | -34.95% | — | — |
Current DrawdownCurrent decline from peak | -1.51% | -93.98% | +92.47% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -20.77% | +16.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 7.72% | -5.72% |
Volatility
BASMX vs. TANDX - Volatility Comparison
iShares Total U.S. Stock Market Index Fund Investor A Shares (BASMX) has a higher volatility of 4.74% compared to Castle Tandem Fund (TANDX) at 3.23%. This indicates that BASMX's price experiences larger fluctuations and is considered to be riskier than TANDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BASMX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 3.23% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 7.55% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.77% | 9.62% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 596.04% | -578.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 494.77% | -476.32% |
BASMX vs. TANDX - Expense Ratio Comparison
BASMX has a 0.33% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
BASMX vs. TANDX - Dividend Comparison
BASMX's dividend yield for the trailing twelve months is around 0.79%, less than TANDX's 7.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BASMX iShares Total U.S. Stock Market Index Fund Investor A Shares | 0.79% | 0.86% | 0.99% | 1.19% | 1.33% | 1.33% | 1.20% | 1.90% | 2.18% | 1.93% | 1.37% |
TANDX Castle Tandem Fund | 7.17% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BASMX and TANDX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BASMX has higher volatility (4.74%) compared to TANDX (3.23%). In terms of maximum drawdown, BASMX dropped -34.95% vs TANDX's -93.98%.
BASMX currently has the higher Sharpe Ratio (2.08 vs -1.54), 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.
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