JAVAX vs. BLNDX

Last updated Jun 24, 2026

JAVAX (James Aggressive Allocation Fund) and BLNDX (Standpoint Multi-Asset Fund Institutional) are both Diversified Portfolio funds. Over the past 5 years, JAVAX returned 10.77%/yr vs 8.87%/yr for BLNDX. A 0.65 correlation means they provide meaningful diversification when combined. JAVAX charges 1.01%/yr vs 1.27%/yr for BLNDX.

Performance

JAVAX vs. BLNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in James Aggressive Allocation Fund (JAVAX) and Standpoint Multi-Asset Fund Institutional (BLNDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with JAVAX having a 12.52% return and BLNDX slightly higher at 12.91%.

JAVAX

• 1D: -0.11%
• 1M: 2.46%
• YTD: 12.52%
• 6M: 11.57%
• 1Y: 28.35%
• 3Y*: 19.28%
• 5Y*: 10.77%
• 10Y*: 8.36%

BLNDX

• 1D: 0.00%
• 1M: -3.47%
• YTD: 12.91%
• 6M: 12.08%
• 1Y: 30.52%
• 3Y*: 10.72%
• 5Y*: 8.87%
• 10Y*: —

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

JAVAX vs. BLNDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
JAVAX James Aggressive Allocation Fund	12.52%	15.92%	19.13%	19.31%	-15.81%	16.87%	-1.43%	0.00%
BLNDX Standpoint Multi-Asset Fund Institutional	12.91%	4.12%	13.11%	5.79%	3.71%	20.16%	16.30%	0.00%

Correlation

The correlation between JAVAX and BLNDX is 0.56, 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	0.56
Correlation (3Y) Calculated over the trailing 3-year period	0.62
Correlation (5Y) Calculated over the trailing 5-year period	0.62
Correlation (All Time) Calculated using the full available price history since Dec 31, 2019	0.65

The correlation between JAVAX and BLNDX has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.

Return for Risk

JAVAX vs. BLNDX — Risk / Return Rank

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

JAVAX

JAVAX Risk / Return Rank: 85
JAVAX Sharpe Ratio Rank: 85
JAVAX Sortino Ratio Rank: 82
JAVAX Omega Ratio Rank: 79
JAVAX Calmar Ratio Rank: 86
JAVAX Martin Ratio Rank: 91

BLNDX

BLNDX Risk / Return Rank: 82
BLNDX Sharpe Ratio Rank: 81
BLNDX Sortino Ratio Rank: 71
BLNDX Omega Ratio Rank: 70
BLNDX Calmar Ratio Rank: 96
BLNDX Martin Ratio Rank: 94

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.

JAVAX vs. BLNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for James Aggressive Allocation Fund (JAVAX) 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.

	JAVAX	BLNDX	Difference
Sharpe ratio: Return per unit of total volatility	2.56	2.44	+0.12
Sortino ratio: Return per unit of downside risk	3.58	3.19	+0.39
Omega ratio: Gain probability vs. loss probability	1.47	1.43	+0.04
Calmar ratio: Return relative to maximum drawdown	3.93	5.99	-2.05
Martin ratio: Return relative to average drawdown	17.08	18.90	-1.82

JAVAX vs. BLNDX - Sharpe Ratio Comparison

The current JAVAX Sharpe Ratio is 2.56, which is comparable to the BLNDX Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of JAVAX and BLNDX, 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

JAVAX vs. BLNDX - Drawdown Comparison

The maximum JAVAX drawdown since its inception was -27.76%, which is greater than BLNDX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for JAVAX and BLNDX.

Drawdown Indicators

	JAVAX	BLNDX	Difference
Max Drawdown Largest peak-to-trough decline	-27.76%	-17.69%	-10.07%
Max Drawdown (1Y) Largest decline over 1 year	-7.47%	-5.19%	-2.28%
Max Drawdown (3Y) Largest decline over 3 years	-16.24%	-17.69%	+1.45%
Max Drawdown (5Y) Largest decline over 5 years	-22.29%	-17.69%	-4.60%
Max Drawdown (10Y) Largest decline over 10 years	-27.76%	—	—
Current Drawdown Current decline from peak	-0.11%	-4.73%	+4.62%
Average Drawdown Average peak-to-trough decline	-5.35%	-3.19%	-2.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.72%	1.64%	+0.08%

Volatility

JAVAX vs. BLNDX - Volatility Comparison

James Aggressive Allocation Fund (JAVAX) has a higher volatility of 4.07% compared to Standpoint Multi-Asset Fund Institutional (BLNDX) at 3.56%. This indicates that JAVAX'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.

Volatility by Period

	JAVAX	BLNDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.07%	3.56%	+0.51%
Volatility (6M) Calculated over the trailing 6-month period	9.19%	9.89%	-0.70%
Volatility (1Y) Calculated over the trailing 1-year period	11.49%	12.75%	-1.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.66%	11.70%	+1.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.82%	11.77%	+2.05%

JAVAX vs. BLNDX - Expense Ratio Comparison

JAVAX has a 1.01% expense ratio, which is lower than BLNDX's 1.27% expense ratio.

Dividends

JAVAX vs. BLNDX - Dividend Comparison

JAVAX's dividend yield for the trailing twelve months is around 0.49%, less than BLNDX's 0.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
BLNDX Standpoint Multi-Asset Fund Institutional	0.65%	0.73%	5.74%	3.71%	2.67%	6.11%	1.21%	0.00%	0.00%	0.00%	0.00%
JAVAX James Aggressive Allocation Fund	0.49%	0.55%	0.67%	0.63%	0.83%	0.20%	0.86%	5.12%	0.95%	0.71%	0.90%

Frequently Asked Questions

Can I hold both JAVAX and BLNDX in my portfolio?

JAVAX and BLNDX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JAVAX or BLNDX?

JAVAX has higher volatility (4.07%) compared to BLNDX (3.56%). In terms of maximum drawdown, JAVAX dropped -27.76% vs BLNDX's -17.69%.

Which has better risk-adjusted returns?

JAVAX currently has the higher Sharpe Ratio (2.56 vs 2.44), 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.