ANGLX vs. VGSTX
Compare and contrast key facts about Angel Oak Multi-Strategy Income Fund (ANGLX) and Vanguard STAR Fund (VGSTX).
ANGLX is managed by Angel Oak. It was launched on Jun 27, 2011. VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Performance
ANGLX vs. VGSTX - Performance Comparison
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ANGLX vs. VGSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 0.41% | 7.45% | 7.60% | 4.06% | -14.00% | 4.26% | -1.99% | 4.73% | 2.62% | 5.47% |
VGSTX Vanguard STAR Fund | -4.01% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
Returns By Period
In the year-to-date period, ANGLX achieves a 0.41% return, which is significantly higher than VGSTX's -4.01% return. Over the past 10 years, ANGLX has underperformed VGSTX with an annualized return of 2.49%, while VGSTX has yielded a comparatively higher 8.76% annualized return.
ANGLX
- 1D
- 0.23%
- 1M
- -1.24%
- YTD
- 0.41%
- 6M
- 1.99%
- 1Y
- 5.50%
- 3Y*
- 6.11%
- 5Y*
- 1.36%
- 10Y*
- 2.49%
VGSTX
- 1D
- 0.04%
- 1M
- -6.61%
- YTD
- -4.01%
- 6M
- -1.24%
- 1Y
- 11.52%
- 3Y*
- 11.57%
- 5Y*
- 5.39%
- 10Y*
- 8.76%
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ANGLX vs. VGSTX - Expense Ratio Comparison
ANGLX has a 1.21% expense ratio, which is higher than VGSTX's 0.31% expense ratio.
Return for Risk
ANGLX vs. VGSTX — Risk / Return Rank
ANGLX
VGSTX
ANGLX vs. VGSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Multi-Strategy Income Fund (ANGLX) and Vanguard STAR Fund (VGSTX). 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.
| ANGLX | VGSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.57 | 1.01 | +1.56 |
Sortino ratioReturn per unit of downside risk | 4.73 | 1.49 | +3.25 |
Omega ratioGain probability vs. loss probability | 1.64 | 1.21 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 4.23 | 1.25 | +2.98 |
Martin ratioReturn relative to average drawdown | 14.83 | 5.64 | +9.18 |
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
| ANGLX | VGSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.57 | 1.01 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.75 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.79 | +0.47 |
Correlation
The correlation between ANGLX and VGSTX is 0.10, 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
ANGLX vs. VGSTX - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 4.88%, less than VGSTX's 9.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 4.88% | 5.41% | 5.89% | 4.78% | 3.69% | 4.69% | 4.38% | 4.53% | 4.70% | 4.97% | 5.83% | 6.74% |
VGSTX Vanguard STAR Fund | 9.51% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
Drawdowns
ANGLX vs. VGSTX - Drawdown Comparison
The maximum ANGLX drawdown since its inception was -16.40%, smaller than the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for ANGLX and VGSTX.
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Drawdown Indicators
| ANGLX | VGSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.40% | -38.62% | +22.22% |
Max Drawdown (1Y)Largest decline over 1 year | -1.47% | -8.19% | +6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -14.34% | -25.55% | +11.21% |
Max Drawdown (10Y)Largest decline over 10 years | -16.40% | -25.55% | +9.15% |
Current DrawdownCurrent decline from peak | -1.24% | -6.73% | +5.49% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -4.04% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 1.82% | -1.40% |
Volatility
ANGLX vs. VGSTX - Volatility Comparison
The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.61%, while Vanguard STAR Fund (VGSTX) has a volatility of 3.49%. This indicates that ANGLX experiences smaller price fluctuations and is considered to be less risky than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANGLX | VGSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 3.49% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 1.45% | 6.36% | -4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 11.32% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 11.79% | -9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.28% | 11.79% | -8.51% |