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GRSPX vs. VGSTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GRSPX and VGSTX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

GRSPX vs. VGSTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Greenspring Fund (GRSPX) and Vanguard STAR Fund (VGSTX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
1.80%
-1.31%
GRSPX
VGSTX

Key characteristics

Sharpe Ratio

GRSPX:

1.01

VGSTX:

0.74

Sortino Ratio

GRSPX:

1.37

VGSTX:

1.00

Omega Ratio

GRSPX:

1.20

VGSTX:

1.14

Calmar Ratio

GRSPX:

0.92

VGSTX:

0.36

Martin Ratio

GRSPX:

3.73

VGSTX:

3.36

Ulcer Index

GRSPX:

4.15%

VGSTX:

2.16%

Daily Std Dev

GRSPX:

15.36%

VGSTX:

9.83%

Max Drawdown

GRSPX:

-41.70%

VGSTX:

-43.45%

Current Drawdown

GRSPX:

-8.92%

VGSTX:

-13.88%

Returns By Period

In the year-to-date period, GRSPX achieves a 3.26% return, which is significantly higher than VGSTX's 1.02% return. Over the past 10 years, GRSPX has underperformed VGSTX with an annualized return of 2.01%, while VGSTX has yielded a comparatively higher 3.25% annualized return.


GRSPX

YTD

3.26%

1M

0.66%

6M

1.80%

1Y

15.85%

5Y*

4.08%

10Y*

2.01%

VGSTX

YTD

1.02%

1M

-5.17%

6M

-1.31%

1Y

7.99%

5Y*

1.72%

10Y*

3.25%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


GRSPX vs. VGSTX - Expense Ratio Comparison

GRSPX has a 1.09% expense ratio, which is higher than VGSTX's 0.31% expense ratio.


GRSPX
Greenspring Fund
Expense ratio chart for GRSPX: current value at 1.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.09%
Expense ratio chart for VGSTX: current value at 0.31% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.31%

Risk-Adjusted Performance

GRSPX vs. VGSTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GRSPX
The Risk-Adjusted Performance Rank of GRSPX is 5858
Overall Rank
The Sharpe Ratio Rank of GRSPX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of GRSPX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of GRSPX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of GRSPX is 6666
Calmar Ratio Rank
The Martin Ratio Rank of GRSPX is 5353
Martin Ratio Rank

VGSTX
The Risk-Adjusted Performance Rank of VGSTX is 3939
Overall Rank
The Sharpe Ratio Rank of VGSTX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of VGSTX is 3737
Sortino Ratio Rank
The Omega Ratio Rank of VGSTX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of VGSTX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of VGSTX is 4747
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GRSPX vs. VGSTX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Greenspring Fund (GRSPX) 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.


Sharpe ratio
The chart of Sharpe ratio for GRSPX, currently valued at 1.01, compared to the broader market-1.000.001.002.003.004.001.010.74
The chart of Sortino ratio for GRSPX, currently valued at 1.37, compared to the broader market0.002.004.006.008.0010.0012.001.371.00
The chart of Omega ratio for GRSPX, currently valued at 1.20, compared to the broader market1.002.003.004.001.201.14
The chart of Calmar ratio for GRSPX, currently valued at 0.92, compared to the broader market0.005.0010.0015.0020.000.920.36
The chart of Martin ratio for GRSPX, currently valued at 3.73, compared to the broader market0.0020.0040.0060.0080.003.733.36
GRSPX
VGSTX

The current GRSPX Sharpe Ratio is 1.01, which is higher than the VGSTX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of GRSPX 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.01
0.74
GRSPX
VGSTX

Dividends

GRSPX vs. VGSTX - Dividend Comparison

GRSPX's dividend yield for the trailing twelve months is around 0.42%, less than VGSTX's 2.40% yield.


TTM20242023202220212020201920182017201620152014
GRSPX
Greenspring Fund
0.42%0.44%0.90%1.24%0.41%1.46%1.60%1.97%1.75%1.33%2.39%2.81%
VGSTX
Vanguard STAR Fund
2.40%2.43%2.21%2.08%1.36%1.42%2.11%2.52%1.85%2.08%2.09%2.18%

Drawdowns

GRSPX vs. VGSTX - Drawdown Comparison

The maximum GRSPX drawdown since its inception was -41.70%, roughly equal to the maximum VGSTX drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for GRSPX and VGSTX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.92%
-13.88%
GRSPX
VGSTX

Volatility

GRSPX vs. VGSTX - Volatility Comparison

The current volatility for Greenspring Fund (GRSPX) is 4.48%, while Vanguard STAR Fund (VGSTX) has a volatility of 5.46%. This indicates that GRSPX 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.


2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember2025
4.48%
5.46%
GRSPX
VGSTX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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