MAFIX vs. BLNDX
Compare and contrast key facts about Abbey Capital Multi Asset Fund Class I (MAFIX) and Standpoint Multi-Asset Fund Institutional (BLNDX).
MAFIX is managed by Abbey Capital. It was launched on Apr 11, 2018. 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: MAFIX or BLNDX.
Correlation
The correlation between MAFIX and BLNDX is 0.68, 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
MAFIX vs. BLNDX - Performance Comparison
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Key characteristics
MAFIX:
-0.95
BLNDX:
-0.79
MAFIX:
-1.15
BLNDX:
-0.91
MAFIX:
0.85
BLNDX:
0.88
MAFIX:
-0.64
BLNDX:
-0.55
MAFIX:
-1.46
BLNDX:
-1.43
MAFIX:
9.42%
BLNDX:
6.81%
MAFIX:
14.96%
BLNDX:
12.71%
MAFIX:
-21.52%
BLNDX:
-17.69%
MAFIX:
-16.72%
BLNDX:
-13.98%
Returns By Period
The year-to-date returns for both investments are quite close, with MAFIX having a -9.33% return and BLNDX slightly higher at -9.22%.
MAFIX
-9.33%
3.22%
-12.16%
-14.12%
3.52%
N/A
BLNDX
-9.22%
2.61%
-9.51%
-9.98%
8.00%
N/A
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MAFIX vs. BLNDX - Expense Ratio Comparison
MAFIX has a 1.79% expense ratio, which is higher than BLNDX's 1.27% expense ratio.
Risk-Adjusted Performance
MAFIX vs. BLNDX — Risk-Adjusted Performance Rank
MAFIX
BLNDX
MAFIX vs. BLNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Abbey Capital Multi Asset Fund Class I (MAFIX) 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.
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Dividends
MAFIX vs. BLNDX - Dividend Comparison
MAFIX's dividend yield for the trailing twelve months is around 5.05%, less than BLNDX's 6.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
MAFIX Abbey Capital Multi Asset Fund Class I | 5.05% | 4.57% | 3.80% | 4.12% | 10.65% | 10.29% | 12.30% | 9.36% |
BLNDX Standpoint Multi-Asset Fund Institutional | 6.32% | 5.74% | 0.88% | 0.53% | 4.70% | 1.21% | 0.00% | 0.00% |
Drawdowns
MAFIX vs. BLNDX - Drawdown Comparison
The maximum MAFIX drawdown since its inception was -21.52%, which is greater than BLNDX's maximum drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for MAFIX and BLNDX. For additional features, visit the drawdowns tool.
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Volatility
MAFIX vs. BLNDX - Volatility Comparison
The current volatility for Abbey Capital Multi Asset Fund Class I (MAFIX) is 2.37%, while Standpoint Multi-Asset Fund Institutional (BLNDX) has a volatility of 2.83%. This indicates that MAFIX experiences smaller price fluctuations and is considered to be less risky than BLNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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