REPX vs. VGSTX
REPX (Riley Exploration Permian, Inc.) is a stock, while VGSTX (Vanguard STAR Fund) is Diversified Portfolio fund actively managed by Vanguard. Over the past 10 years, REPX returned 16.56%/yr vs 9.86%/yr for VGSTX. At a 0.16 correlation, their price movements are largely independent.
Performance
REPX vs. VGSTX - Performance Comparison
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Returns By Period
In the year-to-date period, REPX achieves a 29.63% return, which is significantly higher than VGSTX's 5.73% return. Over the past 10 years, REPX has outperformed VGSTX with an annualized return of 16.56%, while VGSTX has yielded a comparatively lower 9.86% annualized return.
REPX
- 1D
- -0.42%
- 1M
- -13.60%
- YTD
- 29.63%
- 6M
- 32.44%
- 1Y
- 30.56%
- 3Y*
- 2.80%
- 5Y*
- -4.07%
- 10Y*
- 16.56%
VGSTX
- 1D
- -0.29%
- 1M
- 1.05%
- YTD
- 5.73%
- 6M
- 5.40%
- 1Y
- 16.70%
- 3Y*
- 14.40%
- 5Y*
- 6.44%
- 10Y*
- 9.86%
REPX vs. VGSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REPX Riley Exploration Permian, Inc. | 29.63% | -12.73% | 23.84% | -3.86% | 60.15% | 34.52% | 153.01% | -48.41% | 18.74% | 14.29% |
VGSTX Vanguard STAR Fund | 5.73% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
Correlation
The correlation between REPX 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 | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 28, 1998 | 0.16 |
The correlation between REPX and VGSTX shifts across timeframes, from -0.02 (1 year) to 0.28 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
REPX vs. VGSTX — Risk / Return Rank
REPX
VGSTX
REPX vs. VGSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Riley Exploration Permian, Inc. (REPX) 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.
| REPX | VGSTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.58 | -1.07 |
| Martin ratioReturn relative to average drawdown | 3.38 | 11.11 | -7.73 |
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Drawdowns
REPX vs. VGSTX - Drawdown Comparison
The maximum REPX drawdown since its inception was -99.74%, which is greater than VGSTX's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for REPX and VGSTX.
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Drawdown Indicators
| REPX | VGSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.74% | -38.62% | -61.12% |
Max Drawdown (1Y)Largest decline over 1 year | -20.36% | -6.76% | -13.60% |
Max Drawdown (3Y)Largest decline over 3 years | -41.27% | -11.77% | -29.50% |
Max Drawdown (5Y)Largest decline over 5 years | -59.56% | -25.55% | -34.01% |
Max Drawdown (10Y)Largest decline over 10 years | -72.42% | -25.55% | -46.87% |
Current DrawdownCurrent decline from peak | -97.60% | -0.71% | -96.89% |
Average DrawdownAverage peak-to-trough decline | -88.51% | -4.03% | -84.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.07% | 1.57% | +7.50% |
Volatility
REPX vs. VGSTX - Volatility Comparison
Riley Exploration Permian, Inc. (REPX) has a higher volatility of 16.26% compared to Vanguard STAR Fund (VGSTX) at 3.30%. This indicates that REPX'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.
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Volatility by Period
| REPX | VGSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.26% | 3.30% | +12.96% |
Volatility (6M)Calculated over the trailing 6-month period | 36.18% | 7.24% | +28.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.96% | 8.92% | +37.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.86% | 11.89% | +48.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 113.86% | 11.86% | +102.00% |
Dividends
REPX vs. VGSTX - Dividend Comparison
REPX's dividend yield for the trailing twelve months is around 4.74%, less than VGSTX's 8.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REPX Riley Exploration Permian, Inc. | 4.74% | 5.83% | 4.57% | 5.07% | 4.32% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSTX Vanguard STAR Fund | 8.63% | 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
REPX 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.
REPX has higher volatility (16.26%) compared to VGSTX (3.30%). In terms of maximum drawdown, REPX dropped -99.74% vs VGSTX's -38.62%.
VGSTX currently has the higher Sharpe Ratio (1.96 vs 0.67), 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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