REMIX vs. BLNDX
Compare and contrast key facts about Standpoint Multi-Asset Fund Investor Class (REMIX) and Standpoint Multi-Asset Fund Institutional (BLNDX).
REMIX is managed by Standpoint Asset Management. It was launched on Dec 30, 2019. 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: REMIX or BLNDX.
Correlation
The correlation between REMIX and BLNDX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
REMIX vs. BLNDX - Performance Comparison
Key characteristics
REMIX:
0.72
BLNDX:
0.72
REMIX:
0.96
BLNDX:
0.96
REMIX:
1.14
BLNDX:
1.14
REMIX:
0.91
BLNDX:
0.91
REMIX:
2.71
BLNDX:
2.76
REMIX:
3.35%
BLNDX:
3.30%
REMIX:
12.60%
BLNDX:
12.64%
REMIX:
-10.01%
BLNDX:
-10.03%
REMIX:
-8.50%
BLNDX:
-8.52%
Returns By Period
The year-to-date returns for both investments are quite close, with REMIX having a 9.16% return and BLNDX slightly higher at 9.20%.
REMIX
9.16%
-4.40%
-4.97%
9.08%
N/A
N/A
BLNDX
9.20%
-4.51%
-5.01%
9.12%
N/A
N/A
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REMIX vs. BLNDX - Expense Ratio Comparison
REMIX has a 1.55% expense ratio, which is higher than BLNDX's 1.27% expense ratio.
Risk-Adjusted Performance
REMIX vs. BLNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) 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
REMIX vs. BLNDX - Dividend Comparison
Neither REMIX nor BLNDX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|
Standpoint Multi-Asset Fund Investor Class | 0.00% | 0.62% | 0.34% | 4.63% | 1.09% |
Standpoint Multi-Asset Fund Institutional | 0.00% | 0.88% | 0.53% | 4.70% | 1.21% |
Drawdowns
REMIX vs. BLNDX - Drawdown Comparison
The maximum REMIX drawdown since its inception was -10.01%, roughly equal to the maximum BLNDX drawdown of -10.03%. Use the drawdown chart below to compare losses from any high point for REMIX and BLNDX. For additional features, visit the drawdowns tool.
Volatility
REMIX vs. BLNDX - Volatility Comparison
Standpoint Multi-Asset Fund Investor Class (REMIX) and Standpoint Multi-Asset Fund Institutional (BLNDX) have volatilities of 6.61% and 6.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.