RMDFX vs. CSQAX
Compare and contrast key facts about Aspiriant Defensive Allocation Fund (RMDFX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX).
RMDFX is managed by Aspiriant. It was launched on Dec 13, 2015. CSQAX is a passively managed fund by Credit Suisse that tracks the performance of the Credit Suisse Liquid Alternative Beta Index. It was launched on Mar 30, 2012.
Performance
RMDFX vs. CSQAX - Performance Comparison
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RMDFX vs. CSQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMDFX Aspiriant Defensive Allocation Fund | 2.53% | 18.85% | 1.45% | 8.01% | -6.84% | 4.20% | 5.10% | 11.50% | -4.89% | 9.41% |
CSQAX Credit Suisse Multialternative Strategy Fund Class A Shares | 0.95% | 0.73% | 0.66% | 1.72% | 5.52% | 9.98% | 6.10% | 2.88% | -4.31% | 4.07% |
Returns By Period
In the year-to-date period, RMDFX achieves a 2.53% return, which is significantly higher than CSQAX's 0.95% return. Over the past 10 years, RMDFX has outperformed CSQAX with an annualized return of 4.91%, while CSQAX has yielded a comparatively lower 3.09% annualized return.
RMDFX
- 1D
- 0.25%
- 1M
- -3.79%
- YTD
- 2.53%
- 6M
- 7.56%
- 1Y
- 17.15%
- 3Y*
- 9.46%
- 5Y*
- 5.23%
- 10Y*
- 4.91%
CSQAX
- 1D
- -0.35%
- 1M
- -4.69%
- YTD
- 0.95%
- 6M
- 1.62%
- 1Y
- -1.45%
- 3Y*
- 2.50%
- 5Y*
- 2.91%
- 10Y*
- 3.09%
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RMDFX vs. CSQAX - Expense Ratio Comparison
RMDFX has a 0.18% expense ratio, which is lower than CSQAX's 1.74% expense ratio.
Return for Risk
RMDFX vs. CSQAX — Risk / Return Rank
RMDFX
CSQAX
RMDFX vs. CSQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aspiriant Defensive Allocation Fund (RMDFX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX). 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.
| RMDFX | CSQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.47 | -0.15 | +3.61 |
Sortino ratioReturn per unit of downside risk | 4.74 | -0.15 | +4.89 |
Omega ratioGain probability vs. loss probability | 1.75 | 0.98 | +0.77 |
Calmar ratioReturn relative to maximum drawdown | 4.07 | -0.24 | +4.31 |
Martin ratioReturn relative to average drawdown | 17.19 | -0.39 | +17.58 |
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
| RMDFX | CSQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.47 | -0.15 | +3.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.46 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.52 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.49 | +0.29 |
Correlation
The correlation between RMDFX and CSQAX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RMDFX vs. CSQAX - Dividend Comparison
RMDFX's dividend yield for the trailing twelve months is around 4.52%, more than CSQAX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMDFX Aspiriant Defensive Allocation Fund | 4.52% | 4.63% | 0.00% | 3.69% | 0.78% | 5.37% | 2.28% | 3.78% | 4.11% | 2.16% | 1.16% | 0.00% |
CSQAX Credit Suisse Multialternative Strategy Fund Class A Shares | 1.08% | 1.09% | 6.54% | 2.73% | 2.59% | 9.06% | 13.23% | 4.77% | 1.84% | 5.27% | 1.87% | 0.24% |
Drawdowns
RMDFX vs. CSQAX - Drawdown Comparison
The maximum RMDFX drawdown since its inception was -15.96%, which is greater than CSQAX's maximum drawdown of -8.37%. Use the drawdown chart below to compare losses from any high point for RMDFX and CSQAX.
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Drawdown Indicators
| RMDFX | CSQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -8.37% | -7.59% |
Max Drawdown (1Y)Largest decline over 1 year | -4.19% | -5.05% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -14.63% | -7.28% | -7.35% |
Max Drawdown (10Y)Largest decline over 10 years | -15.96% | -8.37% | -7.59% |
Current DrawdownCurrent decline from peak | -3.79% | -4.69% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -3.37% | -2.07% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 3.16% | -2.17% |
Volatility
RMDFX vs. CSQAX - Volatility Comparison
The current volatility for Aspiriant Defensive Allocation Fund (RMDFX) is 1.99%, while Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX) has a volatility of 3.03%. This indicates that RMDFX experiences smaller price fluctuations and is considered to be less risky than CSQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMDFX | CSQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 3.03% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 5.78% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.01% | 7.60% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 6.33% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.20% | 5.98% | +0.22% |