BLNDX vs. RSSB
BLNDX (Standpoint Multi-Asset Fund Institutional) and RSSB (Return Stacked Global Stocks & Bonds ETF) are both funds - BLNDX is a Diversified Portfolio fund managed by Ultimus Fund, while RSSB is a Global Allocation fund actively managed by Return Stacked. Over the past year, BLNDX returned 26.96% vs 23.28% for RSSB. A 0.63 correlation means they provide meaningful diversification when combined. BLNDX charges 1.27%/yr vs 0.39%/yr for RSSB.
Performance
BLNDX vs. RSSB - Performance Comparison
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Returns By Period
In the year-to-date period, BLNDX achieves a 10.34% return, which is significantly higher than RSSB's 8.61% return.
BLNDX
- 1D
- -0.61%
- 1M
- -5.28%
- YTD
- 10.34%
- 6M
- 9.16%
- 1Y
- 26.96%
- 3Y*
- 9.87%
- 5Y*
- 8.17%
- 10Y*
- —
RSSB
- 1D
- 0.33%
- 1M
- -0.49%
- YTD
- 8.61%
- 6M
- 7.30%
- 1Y
- 23.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BLNDX vs. RSSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BLNDX Standpoint Multi-Asset Fund Institutional | 10.34% | 4.12% | 13.11% | 1.53% |
RSSB Return Stacked Global Stocks & Bonds ETF | 8.61% | 25.16% | 10.53% | 6.63% |
Correlation
The correlation between BLNDX and RSSB is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2023 | 0.63 |
The correlation between BLNDX and RSSB has been stable across timeframes, ranging from 0.53 to 0.63 - a consistent structural relationship.
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Return for Risk
BLNDX vs. RSSB — Risk / Return Rank
BLNDX
RSSB
BLNDX vs. RSSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Institutional (BLNDX) and Return Stacked Global Stocks & Bonds ETF (RSSB). 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 | RSSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.68 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.26 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.98 | 2.01 | +1.97 |
| Martin ratioReturn relative to average drawdown | 15.73 | 8.06 | +7.67 |
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Drawdowns
BLNDX vs. RSSB - Drawdown Comparison
The maximum BLNDX drawdown since its inception was -17.69%, which is greater than RSSB's maximum drawdown of -16.21%. Use the drawdown chart below to compare losses from any high point for BLNDX and RSSB.
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Drawdown Indicators
| BLNDX | RSSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.69% | -16.21% | -1.48% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -11.63% | +4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -17.69% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.69% | — | — |
Current DrawdownCurrent decline from peak | -6.90% | -2.08% | -4.82% |
Average DrawdownAverage peak-to-trough decline | -3.20% | -2.26% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 2.90% | -1.16% |
Volatility
BLNDX vs. RSSB - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Institutional (BLNDX) is 3.87%, while Return Stacked Global Stocks & Bonds ETF (RSSB) has a volatility of 6.34%. This indicates that BLNDX experiences smaller price fluctuations and is considered to be less risky than RSSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLNDX | RSSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 6.34% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 13.69% | -3.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 16.03% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.73% | 16.81% | -5.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.78% | 16.81% | -5.03% |
BLNDX vs. RSSB - Expense Ratio Comparison
BLNDX has a 1.27% expense ratio, which is higher than RSSB's 0.39% expense ratio.
Dividends
BLNDX vs. RSSB - Dividend Comparison
BLNDX's dividend yield for the trailing twelve months is around 0.67%, less than RSSB's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BLNDX Standpoint Multi-Asset Fund Institutional | 0.67% | 0.73% | 5.74% | 3.71% | 2.67% | 6.11% | 1.21% |
RSSB Return Stacked Global Stocks & Bonds ETF | 3.21% | 3.48% | 1.10% | 0.61% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BLNDX and RSSB have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSSB has higher volatility (6.34%) compared to BLNDX (3.87%). In terms of maximum drawdown, BLNDX dropped -17.69% vs RSSB's -16.21%.
BLNDX currently has the higher Sharpe Ratio (2.14 vs 1.46), 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.
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