BLNDX vs. MAFIX
Compare and contrast key facts about Standpoint Multi-Asset Fund Institutional (BLNDX) and Abbey Capital Multi Asset Fund Class I (MAFIX).
BLNDX is managed by Ultimus Fund. It was launched on Dec 30, 2019. MAFIX is managed by Abbey Capital. It was launched on Apr 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLNDX or MAFIX.
Correlation
The correlation between BLNDX and MAFIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BLNDX vs. MAFIX - Performance Comparison
Key characteristics
BLNDX:
-0.59
MAFIX:
-0.91
BLNDX:
-0.68
MAFIX:
-1.13
BLNDX:
0.91
MAFIX:
0.85
BLNDX:
-0.43
MAFIX:
-0.64
BLNDX:
-1.18
MAFIX:
-1.53
BLNDX:
6.36%
MAFIX:
8.91%
BLNDX:
12.70%
MAFIX:
15.07%
BLNDX:
-17.69%
MAFIX:
-21.52%
BLNDX:
-13.32%
MAFIX:
-17.35%
Returns By Period
In the year-to-date period, BLNDX achieves a -8.53% return, which is significantly higher than MAFIX's -10.02% return.
BLNDX
-8.53%
3.15%
-7.40%
-7.34%
8.19%
N/A
MAFIX
-10.02%
3.65%
-9.50%
-11.60%
3.42%
N/A
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BLNDX vs. MAFIX - Expense Ratio Comparison
BLNDX has a 1.27% expense ratio, which is lower than MAFIX's 1.79% expense ratio.
Risk-Adjusted Performance
BLNDX vs. MAFIX — Risk-Adjusted Performance Rank
BLNDX
MAFIX
BLNDX vs. MAFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) and Abbey Capital Multi Asset Fund Class I (MAFIX). 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.
Dividends
BLNDX vs. MAFIX - Dividend Comparison
BLNDX's dividend yield for the trailing twelve months is around 6.27%, more than MAFIX's 5.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
BLNDX Standpoint Multi-Asset Fund Institutional | 6.27% | 5.74% | 0.88% | 0.53% | 4.70% | 1.21% | 0.00% | 0.00% |
MAFIX Abbey Capital Multi Asset Fund Class I | 5.08% | 4.57% | 3.80% | 4.12% | 10.65% | 10.29% | 12.30% | 9.36% |
Drawdowns
BLNDX vs. MAFIX - Drawdown Comparison
The maximum BLNDX drawdown since its inception was -17.69%, smaller than the maximum MAFIX drawdown of -21.52%. Use the drawdown chart below to compare losses from any high point for BLNDX and MAFIX. For additional features, visit the drawdowns tool.
Volatility
BLNDX vs. MAFIX - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Institutional (BLNDX) is 6.72%, while Abbey Capital Multi Asset Fund Class I (MAFIX) has a volatility of 8.16%. This indicates that BLNDX experiences smaller price fluctuations and is considered to be less risky than MAFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.