BPLEX vs. BLNDX
Compare and contrast key facts about Boston Partners Long/Short Equity Fund (BPLEX) and Standpoint Multi-Asset Fund Institutional (BLNDX).
BPLEX is managed by Boston Partners. It was launched on Nov 16, 1998. BLNDX is managed by Ultimus Fund. 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: BPLEX or BLNDX.
Correlation
The correlation between BPLEX and BLNDX is 0.69, 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.
Performance
BPLEX vs. BLNDX - Performance Comparison
Key characteristics
BPLEX:
1.26
BLNDX:
-0.59
BPLEX:
1.78
BLNDX:
-0.68
BPLEX:
1.26
BLNDX:
0.91
BPLEX:
1.50
BLNDX:
-0.43
BPLEX:
6.00
BLNDX:
-1.18
BPLEX:
2.67%
BLNDX:
6.36%
BPLEX:
12.76%
BLNDX:
12.70%
BPLEX:
-43.47%
BLNDX:
-17.69%
BPLEX:
-1.03%
BLNDX:
-13.32%
Returns By Period
In the year-to-date period, BPLEX achieves a 4.92% return, which is significantly higher than BLNDX's -8.53% return.
BPLEX
4.92%
9.46%
2.93%
13.67%
16.45%
7.58%
BLNDX
-8.53%
3.15%
-7.40%
-7.34%
8.19%
N/A
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BPLEX vs. BLNDX - Expense Ratio Comparison
BPLEX has a 2.21% expense ratio, which is higher than BLNDX's 1.27% expense ratio.
Risk-Adjusted Performance
BPLEX vs. BLNDX — Risk-Adjusted Performance Rank
BPLEX
BLNDX
BPLEX vs. BLNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Long/Short Equity Fund (BPLEX) and Standpoint Multi-Asset Fund Institutional (BLNDX). 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
BPLEX vs. BLNDX - Dividend Comparison
BPLEX's dividend yield for the trailing twelve months is around 27.98%, more than BLNDX's 6.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPLEX Boston Partners Long/Short Equity Fund | 27.98% | 29.36% | 28.35% | 15.19% | 5.11% | 44.84% | 11.33% | 9.69% | 0.83% | 0.00% | 9.91% | 9.61% |
BLNDX Standpoint Multi-Asset Fund Institutional | 6.27% | 5.74% | 0.88% | 0.53% | 4.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BPLEX vs. BLNDX - Drawdown Comparison
The maximum BPLEX drawdown since its inception was -43.47%, which is greater than BLNDX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for BPLEX and BLNDX. For additional features, visit the drawdowns tool.
Volatility
BPLEX vs. BLNDX - Volatility Comparison
Boston Partners Long/Short Equity Fund (BPLEX) has a higher volatility of 8.86% compared to Standpoint Multi-Asset Fund Institutional (BLNDX) at 6.72%. This indicates that BPLEX's price experiences larger fluctuations and is considered to be riskier than BLNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.