RDMIX vs. REMIX
Compare and contrast key facts about Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) and Standpoint Multi-Asset Fund Investor Class (REMIX).
RDMIX is managed by Rational Funds. It was launched on Sep 29, 2016. REMIX is managed by Standpoint Asset Management. 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: RDMIX or REMIX.
Correlation
The correlation between RDMIX and REMIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RDMIX vs. REMIX - Performance Comparison
Key characteristics
RDMIX:
0.47
REMIX:
0.83
RDMIX:
0.70
REMIX:
1.14
RDMIX:
1.09
REMIX:
1.15
RDMIX:
0.23
REMIX:
0.92
RDMIX:
1.77
REMIX:
2.60
RDMIX:
2.58%
REMIX:
3.49%
RDMIX:
9.62%
REMIX:
10.99%
RDMIX:
-24.06%
REMIX:
-9.88%
RDMIX:
-13.46%
REMIX:
-3.55%
Returns By Period
In the year-to-date period, RDMIX achieves a 2.12% return, which is significantly higher than REMIX's 1.89% return.
RDMIX
2.12%
-1.61%
0.69%
5.54%
-0.63%
N/A
REMIX
1.89%
0.35%
-0.03%
7.55%
9.86%
N/A
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RDMIX vs. REMIX - Expense Ratio Comparison
RDMIX has a 1.97% expense ratio, which is higher than REMIX's 1.55% expense ratio.
Risk-Adjusted Performance
RDMIX vs. REMIX — Risk-Adjusted Performance Rank
RDMIX
REMIX
RDMIX vs. REMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) and Standpoint Multi-Asset Fund Investor Class (REMIX). 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
RDMIX vs. REMIX - Dividend Comparison
RDMIX's dividend yield for the trailing twelve months is around 4.52%, less than REMIX's 5.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
RDMIX Rational/ReSolve Adaptive Asset Allocation Fund | 4.52% | 4.61% | 3.00% | 0.40% | 16.40% | 0.47% | 2.89% |
REMIX Standpoint Multi-Asset Fund Investor Class | 5.42% | 5.53% | 0.62% | 0.34% | 4.63% | 1.09% | 0.00% |
Drawdowns
RDMIX vs. REMIX - Drawdown Comparison
The maximum RDMIX drawdown since its inception was -24.06%, which is greater than REMIX's maximum drawdown of -9.88%. Use the drawdown chart below to compare losses from any high point for RDMIX and REMIX. For additional features, visit the drawdowns tool.
Volatility
RDMIX vs. REMIX - Volatility Comparison
Rational/ReSolve Adaptive Asset Allocation Fund (RDMIX) has a higher volatility of 3.49% compared to Standpoint Multi-Asset Fund Investor Class (REMIX) at 3.00%. This indicates that RDMIX's price experiences larger fluctuations and is considered to be riskier than REMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.