REMIX vs. BLNDX

Last updated Apr 2, 2026

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.

Performance

REMIX vs. BLNDX - Performance Comparison

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

REMIX vs. BLNDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
REMIX Standpoint Multi-Asset Fund Investor Class	7.26%	3.85%	12.92%	5.53%	3.44%	19.81%	16.06%
BLNDX Standpoint Multi-Asset Fund Institutional	7.37%	4.12%	13.11%	5.79%	3.71%	20.16%	16.30%

Returns By Period

The year-to-date returns for both investments are quite close, with REMIX having a 7.26% return and BLNDX slightly higher at 7.37%.

REMIX

• 1D: 0.76%
• 1M: 0.44%
• YTD: 7.26%
• 6M: 10.85%
• 1Y: 17.14%
• 3Y*: 9.29%
• 5Y*: 8.47%
• 10Y*: —

BLNDX

• 1D: 0.76%
• 1M: 0.44%
• YTD: 7.37%
• 6M: 11.02%
• 1Y: 17.46%
• 3Y*: 9.58%
• 5Y*: 8.74%
• 10Y*: —

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

REMIX vs. BLNDX - Expense Ratio Comparison

REMIX has a 1.55% expense ratio, which is higher than BLNDX's 1.27% expense ratio.

REMIX

Standpoint Multi-Asset Fund Investor Class

BLNDX

Standpoint Multi-Asset Fund Institutional

Return for Risk

REMIX vs. BLNDX — Risk / Return Rank

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

REMIX

REMIX Risk / Return Rank: 62
REMIX Sharpe Ratio Rank: 67
REMIX Sortino Ratio Rank: 60
REMIX Omega Ratio Rank: 55
REMIX Calmar Ratio Rank: 74
REMIX Martin Ratio Rank: 54

BLNDX

BLNDX Risk / Return Rank: 64
BLNDX Sharpe Ratio Rank: 69
BLNDX Sortino Ratio Rank: 62
BLNDX Omega Ratio Rank: 57
BLNDX Calmar Ratio Rank: 76
BLNDX Martin Ratio Rank: 57

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.

REMIX vs. BLNDX - Risk-Adjusted Trends 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.

	REMIX	BLNDX	Difference
Sharpe ratio Return per unit of total volatility	1.23	1.26	-0.02
Sortino ratio Return per unit of downside risk	1.63	1.65	-0.02
Omega ratio Gain probability vs. loss probability	1.23	1.23	0.00
Calmar ratio Return relative to maximum drawdown	1.83	1.87	-0.04
Martin ratio Return relative to average drawdown	5.49	5.65	-0.16
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

REMIX vs. BLNDX - Sharpe Ratio Comparison

The current REMIX Sharpe Ratio is 1.23, which is comparable to the BLNDX Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of REMIX and BLNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	REMIX	BLNDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.23	1.26	-0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	0.76	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.93	0.96	-0.02

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.

Dividends

REMIX vs. BLNDX - Dividend Comparison

REMIX's dividend yield for the trailing twelve months is around 0.44%, less than BLNDX's 0.68% yield.

	TTM	2025	2024	2023	2022	2021	2020
REMIX Standpoint Multi-Asset Fund Investor Class	0.44%	0.47%	5.52%	3.46%	2.48%	6.04%	1.09%
BLNDX Standpoint Multi-Asset Fund Institutional	0.68%	0.73%	5.74%	3.71%	2.67%	6.11%	1.21%

Drawdowns

REMIX vs. BLNDX - Drawdown Comparison

The maximum REMIX drawdown since its inception was -17.89%, roughly equal to the maximum BLNDX drawdown of -17.69%. Use the drawdown chart below to compare losses from any high point for REMIX and BLNDX.

Drawdown Indicators

	REMIX	BLNDX	Difference
Max Drawdown Largest peak-to-trough decline	-17.89%	-17.69%	-0.20%
Max Drawdown (1Y) Largest decline over 1 year	-9.24%	-9.20%	-0.04%
Max Drawdown (5Y) Largest decline over 5 years	-17.89%	-17.69%	-0.20%
Current Drawdown Current decline from peak	-1.68%	-1.61%	-0.07%
Average Drawdown Average peak-to-trough decline	-3.36%	-3.26%	-0.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.07%	3.04%	+0.03%

Volatility

REMIX vs. BLNDX - Volatility Comparison

Standpoint Multi-Asset Fund Investor Class (REMIX) and Standpoint Multi-Asset Fund Institutional (BLNDX) have volatilities of 3.89% and 3.90%, 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.

Volatility by Period

	REMIX	BLNDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.89%	3.90%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	9.89%	9.92%	-0.03%
Volatility (1Y) Calculated over the trailing 1-year period	13.68%	13.66%	+0.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.55%	11.54%	+0.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.76%	11.74%	+0.02%