BLNDX vs. IAU
Compare and contrast key facts about Standpoint Multi-Asset Fund Institutional (BLNDX) and iShares Gold Trust (IAU).
BLNDX is managed by Ultimus Fund. It was launched on Dec 30, 2019. IAU is a passively managed fund by iShares that tracks the performance of the LBMA Gold Price. It was launched on Jan 21, 2005.
Performance
BLNDX vs. IAU - Performance Comparison
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BLNDX vs. IAU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BLNDX Standpoint Multi-Asset Fund Institutional | 7.37% | 4.12% | 13.11% | 5.79% | 3.71% | 20.16% | 16.30% |
IAU iShares Gold Trust | 10.48% | 63.95% | 26.85% | 12.84% | -0.63% | -4.00% | 25.03% |
Returns By Period
In the year-to-date period, BLNDX achieves a 7.37% return, which is significantly lower than IAU's 10.48% return.
BLNDX
- 1D
- 0.76%
- 1M
- 0.44%
- YTD
- 7.37%
- 6M
- 11.02%
- 1Y
- 17.46%
- 3Y*
- 9.58%
- 5Y*
- 8.74%
- 10Y*
- —
IAU
- 1D
- 1.72%
- 1M
- -10.66%
- YTD
- 10.48%
- 6M
- 23.05%
- 1Y
- 52.36%
- 3Y*
- 33.88%
- 5Y*
- 22.19%
- 10Y*
- 14.27%
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BLNDX vs. IAU - Expense Ratio Comparison
BLNDX has a 1.27% expense ratio, which is higher than IAU's 0.25% expense ratio.
Return for Risk
BLNDX vs. IAU — Risk / Return Rank
BLNDX
IAU
BLNDX vs. IAU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) and iShares Gold Trust (IAU). 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.
| BLNDX | IAU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.90 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.33 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.72 | -0.85 |
Martin ratioReturn relative to average drawdown | 5.65 | 9.95 | -4.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BLNDX | IAU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.90 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 1.26 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.65 | +0.31 |
Correlation
The correlation between BLNDX and IAU is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BLNDX vs. IAU - Dividend Comparison
BLNDX's dividend yield for the trailing twelve months is around 0.68%, while IAU has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BLNDX Standpoint Multi-Asset Fund Institutional | 0.68% | 0.73% | 5.74% | 3.71% | 2.67% | 6.11% | 1.21% |
IAU iShares Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BLNDX vs. IAU - Drawdown Comparison
The maximum BLNDX drawdown since its inception was -17.69%, smaller than the maximum IAU drawdown of -45.14%. Use the drawdown chart below to compare losses from any high point for BLNDX and IAU.
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Drawdown Indicators
| BLNDX | IAU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.69% | -45.14% | +27.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.20% | -19.18% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -17.69% | -20.93% | +3.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.82% | — |
Current DrawdownCurrent decline from peak | -1.61% | -11.71% | +10.10% |
Average DrawdownAverage peak-to-trough decline | -3.26% | -15.98% | +12.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 5.23% | -2.19% |
Volatility
BLNDX vs. IAU - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Institutional (BLNDX) is 3.90%, while iShares Gold Trust (IAU) has a volatility of 10.44%. This indicates that BLNDX experiences smaller price fluctuations and is considered to be less risky than IAU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLNDX | IAU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 10.44% | -6.54% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 24.15% | -14.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.66% | 27.64% | -13.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.54% | 17.70% | -6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.74% | 15.83% | -4.09% |