REI vs. VGSTX

Last updated Jun 4, 2026

REI (Ring Energy, Inc.) is a stock, while VGSTX (Vanguard STAR Fund) is Diversified Portfolio fund managed by Vanguard. Over the past 10 years, REI returned -16.84%/yr vs 9.65%/yr for VGSTX. At a 0.22 correlation, their price movements are largely independent.

Performance

REI vs. VGSTX - Performance Comparison

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

Returns By Period

In the year-to-date period, REI achieves a 55.17% return, which is significantly higher than VGSTX's 6.45% return. Over the past 10 years, REI has underperformed VGSTX with an annualized return of -16.84%, while VGSTX has yielded a comparatively higher 9.65% annualized return.

REI

• 1D: -0.74%
• 1M: -30.41%
• YTD: 55.17%
• 6M: 43.62%
• 1Y: 75.60%
• 3Y*: -9.31%
• 5Y*: -13.14%
• 10Y*: -16.84%

VGSTX

• 1D: 0.10%
• 1M: 3.50%
• YTD: 6.45%
• 6M: 7.04%
• 1Y: 18.40%
• 3Y*: 14.88%
• 5Y*: 6.81%
• 10Y*: 9.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

REI vs. VGSTX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
REI Ring Energy, Inc.	55.17%	-36.03%	-6.85%	-40.65%	7.89%	245.51%	-75.00%	-48.03%	-63.45%	7.01%
VGSTX Vanguard STAR Fund	6.45%	15.88%	13.69%	17.14%	-18.05%	9.65%	21.45%	22.21%	-5.33%	16.95%

Correlation

The correlation between REI and VGSTX is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (5Y) Calculated over the trailing 5-year period	0.28
Correlation (10Y) Calculated over the trailing 10-year period	0.31
Correlation (All Time) Calculated using the full available price history since Apr 11, 2007	0.22

The correlation between REI and VGSTX shifts across timeframes, from -0.02 (1 year) to 0.31 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

REI vs. VGSTX — Risk / Return Rank

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

REI

REI Risk / Return Rank: 73
REI Sharpe Ratio Rank: 74
REI Sortino Ratio Rank: 68
REI Omega Ratio Rank: 70
REI Calmar Ratio Rank: 75
REI Martin Ratio Rank: 76

VGSTX

VGSTX Risk / Return Rank: 56
VGSTX Sharpe Ratio Rank: 56
VGSTX Sortino Ratio Rank: 56
VGSTX Omega Ratio Rank: 55
VGSTX Calmar Ratio Rank: 52
VGSTX Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REI vs. VGSTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ring Energy, Inc. (REI) 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.

	REI	VGSTX	Difference
Sharpe ratio: Return per unit of total volatility	1.13	2.21	-1.08
Sortino ratio: Return per unit of downside risk	1.66	3.16	-1.50
Omega ratio: Gain probability vs. loss probability	1.23	1.41	-0.18
Calmar ratio: Return relative to maximum drawdown	2.09	2.77	-0.68
Martin ratio: Return relative to average drawdown	5.24	12.06	-6.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

REI vs. VGSTX - Sharpe Ratio Comparison

The current REI Sharpe Ratio is 1.13, which is lower than the VGSTX Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of REI and VGSTX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	REI	VGSTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.13	2.21	-1.08
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.21	0.58	-0.79
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.23	0.82	-1.05
Sharpe Ratio (All Time) Calculated using the full available price history	-0.08	0.81	-0.89

Drawdowns

REI vs. VGSTX - Drawdown Comparison

The maximum REI drawdown since its inception was -97.68%, which is greater than VGSTX's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for REI and VGSTX.

Drawdown Indicators

	REI	VGSTX	Difference
Max Drawdown Largest peak-to-trough decline	-97.68%	-38.62%	-59.06%
Max Drawdown (1Y) Largest decline over 1 year	-36.36%	-6.76%	-29.60%
Max Drawdown (3Y) Largest decline over 3 years	-69.90%	-11.77%	-58.13%
Max Drawdown (5Y) Largest decline over 5 years	-85.32%	-25.55%	-59.77%
Max Drawdown (10Y) Largest decline over 10 years	-97.24%	-25.55%	-71.69%
Current Drawdown Current decline from peak	-93.37%	0.00%	-93.37%
Average Drawdown Average peak-to-trough decline	-69.61%	-4.03%	-65.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.47%	1.55%	+12.92%

Volatility

REI vs. VGSTX - Volatility Comparison

Ring Energy, Inc. (REI) has a higher volatility of 39.63% compared to Vanguard STAR Fund (VGSTX) at 2.46%. This indicates that REI's price experiences larger fluctuations and is considered to be riskier than VGSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	REI	VGSTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	39.63%	2.46%	+37.17%
Volatility (6M) Calculated over the trailing 6-month period	55.16%	6.69%	+48.47%
Volatility (1Y) Calculated over the trailing 1-year period	67.18%	8.47%	+58.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.76%	11.82%	+50.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	74.23%	11.83%	+62.40%

Dividends

REI vs. VGSTX - Dividend Comparison

REI has not paid dividends to shareholders, while VGSTX's dividend yield for the trailing twelve months is around 8.57%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REI Ring Energy, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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

Can I hold both REI and VGSTX in my portfolio?

REI and VGSTX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, REI or VGSTX?

REI has higher volatility (39.63%) compared to VGSTX (2.46%). In terms of maximum drawdown, REI dropped -97.68% vs VGSTX's -38.62%.

Which has better risk-adjusted returns?

VGSTX currently has the higher Sharpe Ratio (2.21 vs 1.13), 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.