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BLNDX vs. REMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BLNDX and REMIX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

BLNDX vs. REMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Standpoint Multi-Asset Fund Institutional (BLNDX) and Standpoint Multi-Asset Fund Investor Class (REMIX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%JulyAugustSeptemberOctoberNovemberDecember
-5.01%
-4.97%
BLNDX
REMIX

Key characteristics

Sharpe Ratio

BLNDX:

0.72

REMIX:

0.72

Sortino Ratio

BLNDX:

0.96

REMIX:

0.96

Omega Ratio

BLNDX:

1.14

REMIX:

1.14

Calmar Ratio

BLNDX:

0.91

REMIX:

0.91

Martin Ratio

BLNDX:

2.76

REMIX:

2.71

Ulcer Index

BLNDX:

3.30%

REMIX:

3.35%

Daily Std Dev

BLNDX:

12.64%

REMIX:

12.60%

Max Drawdown

BLNDX:

-10.03%

REMIX:

-10.01%

Current Drawdown

BLNDX:

-8.52%

REMIX:

-8.50%

Returns By Period

The year-to-date returns for both stocks are quite close, with BLNDX having a 9.20% return and REMIX slightly lower at 9.16%.


BLNDX

YTD

9.20%

1M

-4.51%

6M

-5.01%

1Y

9.12%

5Y*

N/A

10Y*

N/A

REMIX

YTD

9.16%

1M

-4.40%

6M

-4.97%

1Y

9.08%

5Y*

N/A

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BLNDX vs. REMIX - Expense Ratio Comparison

BLNDX has a 1.27% expense ratio, which is lower than REMIX's 1.55% expense ratio.


REMIX
Standpoint Multi-Asset Fund Investor Class
Expense ratio chart for REMIX: current value at 1.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.55%
Expense ratio chart for BLNDX: current value at 1.27% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.27%

Risk-Adjusted Performance

BLNDX vs. REMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) 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.


Sharpe ratio
The chart of Sharpe ratio for BLNDX, currently valued at 0.72, compared to the broader market-1.000.001.002.003.004.000.720.72
The chart of Sortino ratio for BLNDX, currently valued at 0.96, compared to the broader market-2.000.002.004.006.008.0010.000.960.96
The chart of Omega ratio for BLNDX, currently valued at 1.14, compared to the broader market0.501.001.502.002.503.003.501.141.14
The chart of Calmar ratio for BLNDX, currently valued at 0.91, compared to the broader market0.002.004.006.008.0010.0012.0014.000.910.91
The chart of Martin ratio for BLNDX, currently valued at 2.76, compared to the broader market0.0020.0040.0060.002.762.71
BLNDX
REMIX

The current BLNDX Sharpe Ratio is 0.72, which is comparable to the REMIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of BLNDX and REMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.72
0.72
BLNDX
REMIX

Dividends

BLNDX vs. REMIX - Dividend Comparison

Neither BLNDX nor REMIX has paid dividends to shareholders.


TTM2023202220212020
BLNDX
Standpoint Multi-Asset Fund Institutional
0.00%0.88%0.53%4.70%1.21%
REMIX
Standpoint Multi-Asset Fund Investor Class
0.00%0.62%0.34%4.63%1.09%

Drawdowns

BLNDX vs. REMIX - Drawdown Comparison

The maximum BLNDX drawdown since its inception was -10.03%, roughly equal to the maximum REMIX drawdown of -10.01%. Use the drawdown chart below to compare losses from any high point for BLNDX and REMIX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.52%
-8.50%
BLNDX
REMIX

Volatility

BLNDX vs. REMIX - Volatility Comparison

Standpoint Multi-Asset Fund Institutional (BLNDX) and Standpoint Multi-Asset Fund Investor Class (REMIX) have volatilities of 6.78% and 6.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%JulyAugustSeptemberOctoberNovemberDecember
6.78%
6.61%
BLNDX
REMIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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