BIMPX vs. VGSTX
BIMPX (BlackRock 40/60 Target Allocation Fund) and VGSTX (Vanguard STAR Fund) are both Diversified Portfolio funds. Over the past 10 years, BIMPX returned 6.45%/yr vs 9.31%/yr for VGSTX. Their correlation of 0.93 means they have usually moved in the same direction. BIMPX charges 0.11%/yr vs 0.29%/yr for VGSTX.
Performance
BIMPX vs. VGSTX - Performance Comparison
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Returns By Period
In the year-to-date period, BIMPX achieves a 5.18% return, which is significantly lower than VGSTX's 6.00% return. Over the past 10 years, BIMPX has underperformed VGSTX with an annualized return of 6.45%, while VGSTX has yielded a comparatively higher 9.31% annualized return.
BIMPX
- 1D
- 1.05%
- 1M
- -1.17%
- 6M
- 3.67%
- YTD
- 5.18%
- 1Y
- 11.77%
- 3Y*
- 9.05%
- 5Y*
- 4.16%
- 10Y*
- 6.45%
- ALL TIME*
- 6.10%
VGSTX
- 1D
- 1.02%
- 1M
- -0.29%
- 6M
- 4.18%
- YTD
- 6.00%
- 1Y
- 14.88%
- 3Y*
- 12.97%
- 5Y*
- 6.22%
- 10Y*
- 9.31%
- ALL TIME*
- 8.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
VGSTX Vanguard STAR Fund | $0.00 | $0.00 | $0.00 |
BIMPX vs. VGSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 5.18% | 13.43% | 4.93% | 12.41% | -14.84% | 3.51% | 19.76% | 16.65% | -3.77% | 11.77% |
VGSTX Vanguard STAR Fund | 6.00% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
Correlation
The correlation between BIMPX and VGSTX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Dec 26, 2006 | 0.93 |
The correlation between BIMPX and VGSTX has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.
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Return for Risk
BIMPX vs. VGSTX — Risk / Return Rank
BIMPX
VGSTX
BIMPX vs. VGSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock 40/60 Target Allocation Fund (BIMPX) 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.
| BIMPX | VGSTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 2.04 | -0.03 |
| Martin ratioReturn relative to average drawdown | 8.23 | 8.62 | -0.39 |
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Drawdowns
BIMPX vs. VGSTX - Drawdown Comparison
The maximum BIMPX drawdown since its inception was -39.37%, roughly equal to the maximum VGSTX drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for BIMPX and VGSTX.
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Drawdown Indicators
| BIMPX | VGSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.37% | -38.62% | -0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -5.74% | -6.76% | +1.02% |
Max Drawdown (3Y)Largest decline over 3 years | -11.11% | -11.77% | +0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -19.85% | -25.55% | +5.70% |
Max Drawdown (10Y)Largest decline over 10 years | -19.85% | -25.55% | +5.70% |
Current DrawdownCurrent decline from peak | -1.84% | -0.94% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -4.02% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.60% | -0.20% |
Volatility
BIMPX vs. VGSTX - Volatility Comparison
BlackRock 40/60 Target Allocation Fund (BIMPX) and Vanguard STAR Fund (VGSTX) have volatilities of 2.35% and 2.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIMPX | VGSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 2.35% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 6.77% | 7.36% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.76% | 9.06% | -1.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.30% | 11.91% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.62% | 11.81% | -3.19% |
BIMPX vs. VGSTX - Expense Ratio Comparison
BIMPX has a 0.11% expense ratio, which is lower than VGSTX's 0.29% expense ratio.
Dividends
BIMPX vs. VGSTX - Dividend Comparison
BIMPX's dividend yield for the trailing twelve months is around 5.40%, less than VGSTX's 8.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIMPX BlackRock 40/60 Target Allocation Fund | 5.40% | 5.68% | 0.00% | 2.96% | 3.06% | 6.35% | 4.34% | 2.66% | 7.95% | 2.50% | 1.83% | 9.76% |
VGSTX Vanguard STAR Fund | 8.57% | 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
With a correlation of 0.93, BIMPX and VGSTX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VGSTX has higher volatility (2.35%) compared to BIMPX (2.35%). In terms of maximum drawdown, BIMPX dropped -39.37% vs VGSTX's -38.62%.
VGSTX currently has the higher Sharpe Ratio (1.52 vs 1.49), 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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