REMIX vs. BRK-B
REMIX (Standpoint Multi-Asset Fund Investor Class) is Macro Trading fund managed by Standpoint Asset Management, while BRK-B (Berkshire Hathaway Inc.) is a stock. Over the past 5 years, REMIX returned 8.65%/yr vs 11.27%/yr for BRK-B. At a 0.40 correlation, their price movements are largely independent.
Performance
REMIX vs. BRK-B - Performance Comparison
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Returns By Period
In the year-to-date period, REMIX achieves a 13.77% return, which is significantly higher than BRK-B's -2.67% return.
REMIX
- 1D
- 0.90%
- 1M
- -3.29%
- YTD
- 13.77%
- 6M
- 15.26%
- 1Y
- 27.94%
- 3Y*
- 10.31%
- 5Y*
- 8.65%
- 10Y*
- —
BRK-B
- 1D
- 0.71%
- 1M
- 0.77%
- YTD
- -2.67%
- 6M
- -2.06%
- 1Y
- -0.22%
- 3Y*
- 13.30%
- 5Y*
- 11.27%
- 10Y*
- 13.22%
REMIX vs. BRK-B - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
REMIX Standpoint Multi-Asset Fund Investor Class | 13.77% | 3.85% | 12.92% | 5.53% | 3.44% | 19.81% | 16.06% |
BRK-B Berkshire Hathaway Inc. | -2.67% | 10.89% | 27.09% | 15.46% | 3.31% | 28.95% | 2.37% |
Correlation
The correlation between REMIX and BRK-B is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2020 | 0.40 |
Over the past year, the correlation between REMIX and BRK-B has dropped to 0.10 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
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Return for Risk
REMIX vs. BRK-B — Risk / Return Rank
REMIX
BRK-B
REMIX vs. BRK-B - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) and Berkshire Hathaway Inc. (BRK-B). 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.
| REMIX | BRK-B | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.24 | ||
| Sortino ratioReturn per unit of downside risk | +2.84 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.01 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 6.04 | -0.02 | +6.06 |
| Martin ratioReturn relative to average drawdown | 18.45 | -0.05 | +18.50 |
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Drawdowns
REMIX vs. BRK-B - Drawdown Comparison
The maximum REMIX drawdown since its inception was -17.89%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for REMIX and BRK-B.
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Drawdown Indicators
| REMIX | BRK-B | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.89% | -53.86% | +35.97% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -9.42% | +4.64% |
Max Drawdown (3Y)Largest decline over 3 years | -17.89% | -14.95% | -2.94% |
Max Drawdown (5Y)Largest decline over 5 years | -17.89% | -26.58% | +8.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.57% | — |
Current DrawdownCurrent decline from peak | -3.90% | -9.36% | +5.46% |
Average DrawdownAverage peak-to-trough decline | -3.29% | -11.07% | +7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.56% | 4.53% | -2.97% |
Volatility
REMIX vs. BRK-B - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Investor Class (REMIX) is 3.54%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.95%. This indicates that REMIX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REMIX | BRK-B | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 3.95% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 10.78% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 14.38% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.74% | 17.12% | -5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.79% | 19.44% | -7.65% |
Dividends
REMIX vs. BRK-B - Dividend Comparison
REMIX's dividend yield for the trailing twelve months is around 0.41%, while BRK-B has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REMIX Standpoint Multi-Asset Fund Investor Class | 0.41% | 0.47% | 5.52% | 3.46% | 2.48% | 6.04% | 1.09% |
Frequently Asked Questions
REMIX and BRK-B have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRK-B has higher volatility (3.95%) compared to REMIX (3.54%). In terms of maximum drawdown, REMIX dropped -17.89% vs BRK-B's -53.86%.
REMIX currently has the higher Sharpe Ratio (2.23 vs -0.02), 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.
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