BLNDX vs. REMIX

Last updated Jun 23, 2026

BLNDX (Standpoint Multi-Asset Fund Institutional) and REMIX (Standpoint Multi-Asset Fund Investor Class) are both mutual funds - BLNDX is a Diversified Portfolio fund managed by Ultimus Fund, while REMIX is a Macro Trading fund managed by Standpoint Asset Management. Over the past 5 years, BLNDX returned 9.26%/yr vs 8.99%/yr for REMIX. With a 1.00 correlation, they move nearly in lockstep. BLNDX charges 1.27%/yr vs 1.55%/yr for REMIX.

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.

Returns By Period

The year-to-date returns for both stocks are quite close, with BLNDX having a 12.91% return and REMIX slightly lower at 12.75%.

BLNDX

• 1D: 0.48%
• 1M: -3.47%
• YTD: 12.91%
• 6M: 12.69%
• 1Y: 30.93%
• 3Y*: 10.21%
• 5Y*: 9.26%
• 10Y*: —

REMIX

• 1D: 0.48%
• 1M: -3.48%
• YTD: 12.75%
• 6M: 12.53%
• 1Y: 30.66%
• 3Y*: 9.95%
• 5Y*: 8.99%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLNDX vs. REMIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
BLNDX Standpoint Multi-Asset Fund Institutional	12.91%	4.12%	13.11%	5.79%	3.71%	20.16%	16.30%
REMIX Standpoint Multi-Asset Fund Investor Class	12.75%	3.85%	12.92%	5.53%	3.44%	19.81%	16.06%

Correlation

The correlation between BLNDX and REMIX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	1.00
Correlation (3Y) Calculated over the trailing 3-year period	1.00
Correlation (5Y) Calculated over the trailing 5-year period	1.00
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020	1.00

The correlation between BLNDX and REMIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Return for Risk

BLNDX vs. REMIX — Risk / Return Rank

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

BLNDX

BLNDX Risk / Return Rank: 81
BLNDX Sharpe Ratio Rank: 79
BLNDX Sortino Ratio Rank: 69
BLNDX Omega Ratio Rank: 68
BLNDX Calmar Ratio Rank: 96
BLNDX Martin Ratio Rank: 94

REMIX

REMIX Risk / Return Rank: 80
REMIX Sharpe Ratio Rank: 78
REMIX Sortino Ratio Rank: 67
REMIX Omega Ratio Rank: 66
REMIX Calmar Ratio Rank: 96
REMIX Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BLNDX vs. REMIX - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLNDX	REMIX	Difference
Sharpe ratio: Return per unit of total volatility	2.40	2.37	+0.03
Sortino ratio: Return per unit of downside risk	3.14	3.12	+0.02
Omega ratio: Gain probability vs. loss probability	1.42	1.41	0.00
Calmar ratio: Return relative to maximum drawdown	5.89	5.79	+0.10
Martin ratio: Return relative to average drawdown	18.90	18.52	+0.38

BLNDX vs. REMIX - Sharpe Ratio Comparison

The current BLNDX Sharpe Ratio is 2.40, which is comparable to the REMIX Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of BLNDX and REMIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	BLNDX	REMIX	Difference
Max Drawdown Largest peak-to-trough decline	-17.69%	-17.89%	+0.20%
Max Drawdown (1Y) Largest decline over 1 year	-5.19%	-5.21%	+0.02%
Max Drawdown (3Y) Largest decline over 3 years	-17.69%	-17.89%	+0.20%
Max Drawdown (5Y) Largest decline over 5 years	-17.69%	-17.89%	+0.20%
Current Drawdown Current decline from peak	-4.73%	-4.76%	+0.03%
Average Drawdown Average peak-to-trough decline	-3.19%	-3.29%	+0.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.61%	1.63%	-0.02%

Volatility

BLNDX vs. REMIX - Volatility Comparison

Standpoint Multi-Asset Fund Institutional (BLNDX) and Standpoint Multi-Asset Fund Investor Class (REMIX) have volatilities of 3.59% and 3.61%, 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.

Volatility by Period

	BLNDX	REMIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.59%	3.61%	-0.02%
Volatility (6M) Calculated over the trailing 6-month period	9.91%	9.87%	+0.04%
Volatility (1Y) Calculated over the trailing 1-year period	12.74%	12.72%	+0.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.71%	11.73%	-0.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.77%	11.79%	-0.02%

BLNDX vs. REMIX - Expense Ratio Comparison

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

Dividends

BLNDX vs. REMIX - Dividend Comparison

BLNDX's dividend yield for the trailing twelve months is around 0.65%, more than REMIX's 0.41% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
BLNDX Standpoint Multi-Asset Fund Institutional	0.65%	0.73%	5.74%	3.71%	2.67%	6.11%	1.21%
REMIX Standpoint Multi-Asset Fund Investor Class	0.41%	0.47%	5.52%	3.46%	2.48%	6.04%	1.09%

Frequently Asked Questions

Can I hold both BLNDX and REMIX in my portfolio?

With a correlation of 1.00, BLNDX and REMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, BLNDX or REMIX?

REMIX has higher volatility (3.61%) compared to BLNDX (3.59%). In terms of maximum drawdown, BLNDX dropped -17.69% vs REMIX's -17.89%.

Which has better risk-adjusted returns?

BLNDX currently has the higher Sharpe Ratio (2.40 vs 2.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.