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RSSB vs. BLNDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

RSSB vs. BLNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Return Stacked Global Stocks & Bonds ETF (RSSB) and Standpoint Multi-Asset Fund Institutional (BLNDX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
8.45%
-0.59%
RSSB
BLNDX

Returns By Period

The year-to-date returns for both investments are quite close, with RSSB having a 12.85% return and BLNDX slightly higher at 13.39%.


RSSB

YTD

12.85%

1M

-1.48%

6M

7.34%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

BLNDX

YTD

13.39%

1M

-0.26%

6M

-0.59%

1Y

14.20%

5Y (annualized)

N/A

10Y (annualized)

N/A

Key characteristics


RSSBBLNDX
Daily Std Dev14.00%11.96%
Max Drawdown-7.78%-9.84%
Current Drawdown-4.12%-5.01%

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RSSB vs. BLNDX - Expense Ratio Comparison

RSSB has a 0.41% expense ratio, which is lower than BLNDX's 1.27% expense ratio.


BLNDX
Standpoint Multi-Asset Fund Institutional
Expense ratio chart for BLNDX: current value at 1.27% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.27%
Expense ratio chart for RSSB: current value at 0.41% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.41%

Correlation

-0.50.00.51.00.8

The correlation between RSSB and BLNDX is 0.78, 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.

Risk-Adjusted Performance

RSSB vs. BLNDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Return Stacked Global Stocks & Bonds ETF (RSSB) 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.


Sharpe ratio
No data
RSSB
BLNDX

Chart placeholderNot enough data

Dividends

RSSB vs. BLNDX - Dividend Comparison

RSSB's dividend yield for the trailing twelve months is around 0.54%, less than BLNDX's 0.77% yield.


TTM2023202220212020
RSSB
Return Stacked Global Stocks & Bonds ETF
0.54%0.61%0.00%0.00%0.00%
BLNDX
Standpoint Multi-Asset Fund Institutional
0.77%0.88%0.53%4.70%1.21%

Drawdowns

RSSB vs. BLNDX - Drawdown Comparison

The maximum RSSB drawdown since its inception was -7.78%, smaller than the maximum BLNDX drawdown of -9.84%. Use the drawdown chart below to compare losses from any high point for RSSB and BLNDX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-4.12%
-5.01%
RSSB
BLNDX

Volatility

RSSB vs. BLNDX - Volatility Comparison

Return Stacked Global Stocks & Bonds ETF (RSSB) has a higher volatility of 3.60% compared to Standpoint Multi-Asset Fund Institutional (BLNDX) at 3.17%. This indicates that RSSB's price experiences larger fluctuations and is considered to be riskier than BLNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.60%
3.17%
RSSB
BLNDX