REMIX vs. VWENX
Compare and contrast key facts about Standpoint Multi-Asset Fund Investor Class (REMIX) and Vanguard Wellington Fund Admiral Shares (VWENX).
REMIX is managed by Standpoint Asset Management. It was launched on Dec 30, 2019. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Performance
REMIX vs. VWENX - Performance Comparison
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REMIX vs. VWENX - 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% |
VWENX Vanguard Wellington Fund Admiral Shares | -3.33% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.01% |
Returns By Period
In the year-to-date period, REMIX achieves a 7.26% return, which is significantly higher than VWENX's -3.33% return.
REMIX
- 1D
- 0.76%
- 1M
- 0.44%
- YTD
- 7.26%
- 6M
- 10.85%
- 1Y
- 17.14%
- 3Y*
- 9.29%
- 5Y*
- 8.47%
- 10Y*
- —
VWENX
- 1D
- 2.01%
- 1M
- -3.95%
- YTD
- -3.33%
- 6M
- -0.41%
- 1Y
- 14.24%
- 3Y*
- 12.74%
- 5Y*
- 7.66%
- 10Y*
- 9.40%
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REMIX vs. VWENX - Expense Ratio Comparison
REMIX has a 1.55% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Return for Risk
REMIX vs. VWENX — Risk / Return Rank
REMIX
VWENX
REMIX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Standpoint Multi-Asset Fund Investor Class (REMIX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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 | VWENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.24 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.82 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.89 | -0.06 |
Martin ratioReturn relative to average drawdown | 5.49 | 8.54 | -3.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REMIX | VWENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.24 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.69 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.93 | 0.65 | +0.28 |
Correlation
The correlation between REMIX and VWENX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
REMIX vs. VWENX - Dividend Comparison
REMIX's dividend yield for the trailing twelve months is around 0.44%, less than VWENX's 12.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REMIX Standpoint Multi-Asset Fund Investor Class | 0.44% | 0.47% | 5.52% | 3.46% | 2.48% | 6.04% | 1.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VWENX Vanguard Wellington Fund Admiral Shares | 12.01% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Drawdowns
REMIX vs. VWENX - Drawdown Comparison
The maximum REMIX drawdown since its inception was -17.89%, smaller than the maximum VWENX drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for REMIX and VWENX.
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Drawdown Indicators
| REMIX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.89% | -36.02% | +18.13% |
Max Drawdown (1Y)Largest decline over 1 year | -9.24% | -8.02% | -1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -17.89% | -20.84% | +2.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -25.33% | — |
Current DrawdownCurrent decline from peak | -1.68% | -4.90% | +3.22% |
Average DrawdownAverage peak-to-trough decline | -3.36% | -4.38% | +1.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 1.78% | +1.29% |
Volatility
REMIX vs. VWENX - Volatility Comparison
Standpoint Multi-Asset Fund Investor Class (REMIX) and Vanguard Wellington Fund Admiral Shares (VWENX) have volatilities of 3.89% and 4.06%, 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.
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Volatility by Period
| REMIX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.89% | 4.06% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 6.66% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 11.88% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.55% | 11.12% | +0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.76% | 11.50% | +0.26% |