BLNDX vs. REMIX

The year-to-date returns for both stocks are quite close, with BLNDX having a -7.20% return and REMIX slightly lower at -7.29%.

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

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

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 current BLNDX Sharpe Ratio is -0.65, which is comparable to the REMIX Sharpe Ratio of -0.67. 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.

BLNDX's dividend yield for the trailing twelve months is around 6.18%, more than REMIX's 5.96% yield.

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.

Standpoint Multi-Asset Fund Institutional (BLNDX) and Standpoint Multi-Asset Fund Investor Class (REMIX) have volatilities of 2.79% and 2.83%, 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.