REMIX vs. MAFIX
Compare and contrast key facts about Standpoint Multi-Asset Fund Investor Class (REMIX) and Abbey Capital Multi Asset Fund Class I (MAFIX).
REMIX is managed by Standpoint Asset Management. It was launched on Dec 30, 2019. MAFIX is managed by Abbey Capital. It was launched on Apr 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REMIX or MAFIX.
Key characteristics
| REMIX | MAFIX | |
|---|---|---|
| YTD Return | 13.29% | 9.29% |
| 1Y Return | 14.81% | 11.45% |
| 3Y Return (Ann) | 6.37% | 5.18% |
| Sharpe Ratio | 1.19 | 0.76 |
| Sortino Ratio | 1.66 | 1.08 |
| Omega Ratio | 1.22 | 1.15 |
| Calmar Ratio | 1.43 | 0.78 |
| Martin Ratio | 4.87 | 2.17 |
| Ulcer Index | 2.90% | 4.69% |
| Daily Std Dev | 11.90% | 13.46% |
| Max Drawdown | -9.88% | -13.28% |
| Current Drawdown | -5.03% | -5.19% |
Correlation
The correlation between REMIX and MAFIX is 0.82, 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. MAFIX - Performance Comparison
In the year-to-date period, REMIX achieves a 13.29% return, which is significantly higher than MAFIX's 9.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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REMIX vs. MAFIX - Expense Ratio Comparison
REMIX has a 1.55% expense ratio, which is lower than MAFIX's 1.79% expense ratio.
Risk-Adjusted Performance
REMIX vs. MAFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) and Abbey Capital Multi Asset Fund Class I (MAFIX). 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. MAFIX - Dividend Comparison
REMIX's dividend yield for the trailing twelve months is around 0.54%, less than MAFIX's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
REMIX Standpoint Multi-Asset Fund Investor Class | 0.54% | 0.62% | 0.34% | 4.63% | 1.09% | 0.00% | 0.00% |
MAFIX Abbey Capital Multi Asset Fund Class I | 0.91% | 0.99% | 3.84% | 3.04% | 1.64% | 10.10% | 9.36% |
Drawdowns
REMIX vs. MAFIX - Drawdown Comparison
The maximum REMIX drawdown since its inception was -9.88%, smaller than the maximum MAFIX drawdown of -13.28%. Use the drawdown chart below to compare losses from any high point for REMIX and MAFIX. For additional features, visit the drawdowns tool.
Volatility
REMIX vs. MAFIX - Volatility Comparison
The current volatility for Standpoint Multi-Asset Fund Investor Class (REMIX) is 3.47%, while Abbey Capital Multi Asset Fund Class I (MAFIX) has a volatility of 4.03%. This indicates that REMIX experiences smaller price fluctuations and is considered to be less risky than MAFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.