Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BLNDX (Standpoint Multi-Asset Fund Institutional Class) 13.93% 28.02% 11.16% 8.88% NA NA NA
Data as of 06/05/2026, Common starting date is 01/03/2020
More Performance Analytics Comparison
Name Start Date End Date
BLNDX (Standpoint Multi-Asset Fund Institutional Class) 01/03/2020 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) -1.40 28.02 11.16 8.88 NA NA NA 13.93 4.13 13.11 5.79 3.71 20.16 16.31
Sharpe Ratio NA 2.12 0.74 0.59 NA NA NA 2.82 0.10 0.85 0.25 0.20 1.59 1.27
Standard Deviation(%) NA 12.73 11.68 11.66 NA NA NA 14.13 12.68 11.21 8.46 11.34 12.64 12.70
Draw Down(%) NA 4.75 17.69 17.69 NA NA NA 4.43 15.73 9.84 4.06 7.55 6.46 9.33
Yield(%) 0.00 0.82 3.51 3.87 2.71 1.81 1.35 0.00 0.76 6.16 3.78 2.68 6.93 1.39
Data as of 06/05/2026, Common starting date is 01/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLNDX (Standpoint Multi-Asset Fund Institutional Class) 1.76%
Apr 2022 – Apr 2025
8.83%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLNDX (Standpoint Multi-Asset Fund Institutional Class) 15.86%
Feb 2020 – Feb 2023
12.37%
Feb 2020 – Feb 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return