BLNDX vs. REMIX
Compare and contrast key facts about Standpoint Multi-Asset Fund Institutional (BLNDX) and Standpoint Multi-Asset Fund Investor Class (REMIX).
BLNDX is managed by Ultimus Fund. It was launched on Dec 30, 2019. REMIX is managed by Standpoint Asset Management. It was launched on Dec 30, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLNDX or REMIX.
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.
Performance
BLNDX vs. REMIX - Performance Comparison
Key characteristics
BLNDX:
0.72
REMIX:
0.72
BLNDX:
0.96
REMIX:
0.96
BLNDX:
1.14
REMIX:
1.14
BLNDX:
0.91
REMIX:
0.91
BLNDX:
2.76
REMIX:
2.71
BLNDX:
3.30%
REMIX:
3.35%
BLNDX:
12.64%
REMIX:
12.60%
BLNDX:
-10.03%
REMIX:
-10.01%
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
9.20%
-4.51%
-5.01%
9.12%
N/A
N/A
REMIX
9.16%
-4.40%
-4.97%
9.08%
N/A
N/A
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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.
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.
Dividends
BLNDX vs. REMIX - Dividend Comparison
Neither BLNDX nor REMIX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|
Standpoint Multi-Asset Fund Institutional | 0.00% | 0.88% | 0.53% | 4.70% | 1.21% |
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.
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.