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

Correlation

The correlation between BLNDX and REMIX is 0.68, 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.


-0.50.00.51.0
Correlation: 0.7

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.

40.00%45.00%50.00%55.00%60.00%65.00%December2025FebruaryMarchAprilMay
48.75%
46.84%
BLNDX
REMIX

Key characteristics

Sharpe Ratio

BLNDX:

-0.59

REMIX:

-0.61

Sortino Ratio

BLNDX:

-0.68

REMIX:

-0.70

Omega Ratio

BLNDX:

0.91

REMIX:

0.91

Calmar Ratio

BLNDX:

-0.43

REMIX:

-0.43

Martin Ratio

BLNDX:

-1.18

REMIX:

-1.19

Ulcer Index

BLNDX:

6.36%

REMIX:

6.46%

Daily Std Dev

BLNDX:

12.70%

REMIX:

12.73%

Max Drawdown

BLNDX:

-17.69%

REMIX:

-17.89%

Current Drawdown

BLNDX:

-13.32%

REMIX:

-13.51%

Returns By Period

The year-to-date returns for both stocks are quite close, with BLNDX having a -8.53% return and REMIX slightly lower at -8.63%.


BLNDX

YTD

-8.53%

1M

3.15%

6M

-7.40%

1Y

-7.34%

5Y*

8.19%

10Y*

N/A

REMIX

YTD

-8.63%

1M

3.09%

6M

-7.51%

1Y

-7.58%

5Y*

7.93%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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BLNDX vs. REMIX - Expense Ratio Comparison

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


Expense ratio chart for REMIX: current value is 1.55%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
REMIX: 1.55%
Expense ratio chart for BLNDX: current value is 1.27%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BLNDX: 1.27%

Risk-Adjusted Performance

BLNDX vs. REMIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BLNDX
The Risk-Adjusted Performance Rank of BLNDX is 22
Overall Rank
The Sharpe Ratio Rank of BLNDX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of BLNDX is 11
Sortino Ratio Rank
The Omega Ratio Rank of BLNDX is 22
Omega Ratio Rank
The Calmar Ratio Rank of BLNDX is 11
Calmar Ratio Rank
The Martin Ratio Rank of BLNDX is 11
Martin Ratio Rank

REMIX
The Risk-Adjusted Performance Rank of REMIX is 22
Overall Rank
The Sharpe Ratio Rank of REMIX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of REMIX is 11
Sortino Ratio Rank
The Omega Ratio Rank of REMIX is 22
Omega Ratio Rank
The Calmar Ratio Rank of REMIX is 11
Calmar Ratio Rank
The Martin Ratio Rank of REMIX is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for BLNDX, currently valued at -0.59, compared to the broader market-2.00-1.000.001.002.003.00
BLNDX: -0.59
REMIX: -0.61
The chart of Sortino ratio for BLNDX, currently valued at -0.68, compared to the broader market-2.000.002.004.006.008.00
BLNDX: -0.68
REMIX: -0.70
The chart of Omega ratio for BLNDX, currently valued at 0.91, compared to the broader market0.501.001.502.002.503.00
BLNDX: 0.91
REMIX: 0.91
The chart of Calmar ratio for BLNDX, currently valued at -0.43, compared to the broader market0.002.004.006.008.0010.00
BLNDX: -0.43
REMIX: -0.43
The chart of Martin ratio for BLNDX, currently valued at -1.18, compared to the broader market0.0010.0020.0030.0040.00
BLNDX: -1.18
REMIX: -1.19

The current BLNDX Sharpe Ratio is -0.59, which is comparable to the REMIX Sharpe Ratio of -0.61. 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 Ratio-1.00-0.500.000.501.001.50December2025FebruaryMarchAprilMay
-0.59
-0.61
BLNDX
REMIX

Dividends

BLNDX vs. REMIX - Dividend Comparison

BLNDX's dividend yield for the trailing twelve months is around 6.27%, more than REMIX's 6.05% yield.


TTM20242023202220212020
BLNDX
Standpoint Multi-Asset Fund Institutional
6.27%5.74%0.88%0.53%4.70%1.21%
REMIX
Standpoint Multi-Asset Fund Investor Class
6.05%5.53%0.62%0.34%4.63%1.09%

Drawdowns

BLNDX vs. REMIX - Drawdown Comparison

The maximum BLNDX drawdown since its inception was -17.69%, roughly equal to the maximum REMIX drawdown of -17.89%. Use the drawdown chart below to compare losses from any high point for BLNDX and REMIX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%December2025FebruaryMarchAprilMay
-13.32%
-13.51%
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 6.72% and 6.74%, 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%December2025FebruaryMarchAprilMay
6.72%
6.74%
BLNDX
REMIX