ANGLX vs. VGSTX
ANGLX (Angel Oak Multi-Strategy Income Fund) and VGSTX (Vanguard STAR Fund) are both mutual funds - ANGLX is a Multisector Bonds fund managed by Angel Oak, while VGSTX is a Diversified Portfolio fund actively managed by Vanguard. Over the past 10 years, ANGLX returned 2.53%/yr vs 9.68%/yr for VGSTX. At a 0.11 correlation, their price movements are largely independent. ANGLX charges 1.21%/yr vs 0.29%/yr for VGSTX.
Performance
ANGLX vs. VGSTX - Performance Comparison
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Returns By Period
In the year-to-date period, ANGLX achieves a 1.97% return, which is significantly lower than VGSTX's 6.04% return. Over the past 10 years, ANGLX has underperformed VGSTX with an annualized return of 2.53%, while VGSTX has yielded a comparatively higher 9.68% annualized return.
ANGLX
- 1D
- 0.11%
- 1M
- 0.87%
- YTD
- 1.97%
- 6M
- 2.46%
- 1Y
- 6.79%
- 3Y*
- 6.98%
- 5Y*
- 1.43%
- 10Y*
- 2.53%
VGSTX
- 1D
- 0.68%
- 1M
- 1.34%
- YTD
- 6.04%
- 6M
- 5.92%
- 1Y
- 17.74%
- 3Y*
- 13.98%
- 5Y*
- 6.70%
- 10Y*
- 9.68%
ANGLX vs. VGSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 1.97% | 7.45% | 7.60% | 4.06% | -14.00% | 4.26% | -1.99% | 4.73% | 2.62% | 5.47% |
VGSTX Vanguard STAR Fund | 6.04% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
Correlation
The correlation between ANGLX and VGSTX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2011 | 0.11 |
Over the past year, ANGLX and VGSTX have become more correlated (0.43) than their long-term average of 0.11, meaning their price movements have been converging.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANGLX | VGSTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.02 | ||
| Sortino ratioReturn per unit of downside risk | +3.25 | ||
| Omega ratioGain probability vs. loss probability | 1.80 | 1.36 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 4.64 | 2.58 | +2.05 |
| Martin ratioReturn relative to average drawdown | 19.75 | 11.13 | +8.62 |
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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% | -6.76% | +5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -1.59% | -11.77% | +10.18% |
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 | -0.11% | -0.42% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -2.74% | -4.03% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 1.57% | -1.23% |
Volatility
ANGLX vs. VGSTX - Volatility Comparison
The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.84%, while Vanguard STAR Fund (VGSTX) has a volatility of 3.41%. 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 | 0.84% | 3.41% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 7.26% | -5.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.29% | 8.91% | -6.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.81% | 11.89% | -9.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 11.86% | -8.56% |
ANGLX vs. VGSTX - Expense Ratio Comparison
ANGLX has a 1.21% expense ratio, which is higher than VGSTX's 0.29% expense ratio.
Dividends
ANGLX vs. VGSTX - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 5.17%, less than VGSTX's 8.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 5.17% | 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 | 8.61% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
Frequently Asked Questions
ANGLX and VGSTX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGSTX has higher volatility (3.41%) compared to ANGLX (0.84%). In terms of maximum drawdown, ANGLX dropped -16.40% vs VGSTX's -38.62%.
ANGLX currently has the higher Sharpe Ratio (2.98 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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