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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANGLX or VGSTX.
Key characteristics
| ANGLX | VGSTX | |
|---|---|---|
| YTD Return | 2.12% | 5.44% |
| 1Y Return | 6.25% | 15.48% |
| 3Y Return (Ann) | -1.45% | 1.98% |
| 5Y Return (Ann) | -0.34% | 8.41% |
| 10Y Return (Ann) | 1.59% | 7.45% |
| Sharpe Ratio | 1.76 | 1.73 |
| Daily Std Dev | 3.41% | 9.39% |
| Max Drawdown | -16.40% | -38.62% |
| Current Drawdown | -6.20% | -0.93% |
Correlation
The correlation between ANGLX and VGSTX is 0.08, 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.
Performance
ANGLX vs. VGSTX - Performance Comparison
In the year-to-date period, ANGLX achieves a 2.12% return, which is significantly lower than VGSTX's 5.44% return. Over the past 10 years, ANGLX has underperformed VGSTX with an annualized return of 1.59%, while VGSTX has yielded a comparatively higher 7.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
ANGLX vs. VGSTX - Risk-Adjusted Performance 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.
Dividends
ANGLX vs. VGSTX - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 5.63%, more than VGSTX's 5.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 5.63% | 5.74% | 5.45% | 4.51% | 4.38% | 4.53% | 4.71% | 4.97% | 6.34% | 6.74% | 5.05% | 4.48% |
VGSTX Vanguard STAR Fund | 5.07% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% | 2.48% |
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. For additional features, visit the drawdowns tool.
Volatility
ANGLX vs. VGSTX - Volatility Comparison
The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.78%, while Vanguard STAR Fund (VGSTX) has a volatility of 2.67%. 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.