BAMPX vs. VGSTX

In the year-to-date period, BAMPX achieves a 2.77% return, which is significantly lower than VGSTX's 3.68% return. Over the past 10 years, BAMPX has underperformed VGSTX with an annualized return of 2.89%, while VGSTX has yielded a comparatively higher 7.33% annualized return.

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BAMPX has a 0.61% expense ratio, which is higher than VGSTX's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Inv A (BAMPX) 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.

The current BAMPX Sharpe Ratio is 0.91, which is comparable to the VGSTX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of BAMPX and VGSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAMPX's dividend yield for the trailing twelve months is around 3.03%, less than VGSTX's 6.32% yield.

The maximum BAMPX drawdown since its inception was -41.88%, which is greater than VGSTX's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for BAMPX and VGSTX.

The current volatility for BlackRock 40/60 Target Allocation Inv A (BAMPX) is 2.06%, while Vanguard STAR Fund (VGSTX) has a volatility of 2.83%. This indicates that BAMPX 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.