DMA vs. BLNDX
DMA (Dimensional Managed Account Fund) and BLNDX (Standpoint Multi-Asset Fund Institutional) are both Diversified Portfolio funds. Over the past 3 years, DMA returned 22.10%/yr vs 10.72%/yr for BLNDX. At a 0.15 correlation, their price movements are largely independent. DMA charges 0.03%/yr vs 1.27%/yr for BLNDX.
Performance
DMA vs. BLNDX - Performance Comparison
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Returns By Period
In the year-to-date period, DMA achieves a -10.88% return, which is significantly lower than BLNDX's 12.91% return.
DMA
- 1D
- -0.64%
- 1M
- 5.07%
- YTD
- -10.88%
- 6M
- -11.28%
- 1Y
- -1.92%
- 3Y*
- 22.10%
- 5Y*
- —
- 10Y*
- —
BLNDX
- 1D
- 0.00%
- 1M
- -3.47%
- YTD
- 12.91%
- 6M
- 12.08%
- 1Y
- 30.52%
- 3Y*
- 10.72%
- 5Y*
- 8.87%
- 10Y*
- —
DMA vs. BLNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DMA Dimensional Managed Account Fund | -10.88% | 16.89% | 41.06% | -3.81% | -37.55% |
BLNDX Standpoint Multi-Asset Fund Institutional | 12.91% | 4.12% | 13.11% | 5.79% | 4.68% |
Correlation
The correlation between DMA and BLNDX is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jan 13, 2022 | 0.15 |
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Return for Risk
DMA vs. BLNDX — Risk / Return Rank
DMA
BLNDX
DMA vs. BLNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Managed Account Fund (DMA) 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.
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.
| DMA | BLNDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.26 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.43 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.11 | 5.99 | -6.09 |
| Martin ratioReturn relative to average drawdown | -0.29 | 18.90 | -19.19 |
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Drawdowns
DMA vs. BLNDX - Drawdown Comparison
The maximum DMA drawdown since its inception was -53.24%, which is greater than BLNDX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for DMA and BLNDX.
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Drawdown Indicators
| DMA | BLNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.24% | -17.69% | -35.55% |
Max Drawdown (1Y)Largest decline over 1 year | -18.34% | -5.19% | -13.15% |
Max Drawdown (3Y)Largest decline over 3 years | -18.34% | -17.69% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.69% | — |
Current DrawdownCurrent decline from peak | -12.47% | -4.73% | -7.74% |
Average DrawdownAverage peak-to-trough decline | -25.67% | -3.19% | -22.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.56% | 1.64% | +4.92% |
Volatility
DMA vs. BLNDX - Volatility Comparison
Dimensional Managed Account Fund (DMA) has a higher volatility of 8.23% compared to Standpoint Multi-Asset Fund Institutional (BLNDX) at 3.56%. This indicates that DMA'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.
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Volatility by Period
| DMA | BLNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 3.56% | +4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 9.89% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.21% | 12.75% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.24% | 11.70% | +15.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.24% | 11.77% | +15.47% |
DMA vs. BLNDX - Expense Ratio Comparison
DMA has a 0.03% expense ratio, which is lower than BLNDX's 1.27% expense ratio.
Dividends
DMA vs. BLNDX - Dividend Comparison
DMA's dividend yield for the trailing twelve months is around 16.60%, more than BLNDX's 0.65% 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% |
DMA Dimensional Managed Account Fund | 16.60% | 9.42% | 3.83% | 5.22% | 10.14% | 0.00% | 0.00% |
Frequently Asked Questions
DMA and BLNDX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DMA has higher volatility (8.23%) compared to BLNDX (3.56%). In terms of maximum drawdown, DMA dropped -53.24% vs BLNDX's -17.69%.
BLNDX currently has the higher Sharpe Ratio (2.44 vs -0.13), 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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