SBLK vs. AGGH
SBLK (Star Bulk Carriers Corp.) is a stock, while AGGH (Simplify Aggregate Bond ETF) is Intermediate Core Bond fund actively managed by Simplify. Over the past 3 years, SBLK returned 21.08%/yr vs 4.53%/yr for AGGH. At a correlation of -0.06, they often move in opposite directions.
Performance
SBLK vs. AGGH - Performance Comparison
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Returns By Period
In the year-to-date period, SBLK achieves a 34.08% return, which is significantly higher than AGGH's 0.57% return.
SBLK
- 1D
- -4.30%
- 1M
- -6.92%
- 6M
- 26.51%
- YTD
- 34.08%
- 1Y
- 38.40%
- 3Y*
- 21.08%
- 5Y*
- 20.69%
- 10Y*
- 27.36%
AGGH
- 1D
- -0.05%
- 1M
- 0.07%
- 6M
- 0.33%
- YTD
- 0.57%
- 1Y
- 7.98%
- 3Y*
- 4.53%
- 5Y*
- —
- 10Y*
- —
SBLK vs. AGGH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SBLK Star Bulk Carriers Corp. | 34.08% | 30.76% | -21.04% | 19.24% | -6.41% |
AGGH Simplify Aggregate Bond ETF | 0.57% | 8.23% | 1.97% | 8.47% | -8.77% |
Correlation
The correlation between SBLK and AGGH is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2022 | -0.06 |
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Return for Risk
SBLK vs. AGGH — Risk / Return Rank
SBLK
AGGH
SBLK vs. AGGH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Star Bulk Carriers Corp. (SBLK) and Simplify Aggregate Bond ETF (AGGH). 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.
| SBLK | AGGH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.34 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 2.83 | -0.63 |
| Martin ratioReturn relative to average drawdown | 5.83 | 7.59 | -1.76 |
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Drawdowns
SBLK vs. AGGH - Drawdown Comparison
The maximum SBLK drawdown since its inception was -99.76%, which is greater than AGGH's maximum drawdown of -13.26%. Use the drawdown chart below to compare losses from any high point for SBLK and AGGH.
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Drawdown Indicators
| SBLK | AGGH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.76% | -13.26% | -86.50% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -2.83% | -14.66% |
Max Drawdown (3Y)Largest decline over 3 years | -48.44% | -6.68% | -41.76% |
Max Drawdown (5Y)Largest decline over 5 years | -48.44% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -73.77% | — | — |
Current DrawdownCurrent decline from peak | -93.95% | -1.48% | -92.47% |
Average DrawdownAverage peak-to-trough decline | -82.74% | -4.36% | -78.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.61% | 1.05% | +5.56% |
Volatility
SBLK vs. AGGH - Volatility Comparison
Star Bulk Carriers Corp. (SBLK) has a higher volatility of 10.86% compared to Simplify Aggregate Bond ETF (AGGH) at 1.37%. This indicates that SBLK's price experiences larger fluctuations and is considered to be riskier than AGGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBLK | AGGH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.86% | 1.37% | +9.49% |
Volatility (6M)Calculated over the trailing 6-month period | 23.23% | 3.50% | +19.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.24% | 5.79% | +24.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.50% | 8.38% | +34.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.99% | 8.38% | +43.61% |
Dividends
SBLK vs. AGGH - Dividend Comparison
SBLK's dividend yield for the trailing twelve months is around 4.14%, less than AGGH's 7.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AGGH Simplify Aggregate Bond ETF | 7.52% | 7.54% | 8.97% | 9.51% | 2.11% | 0.00% | 0.00% | 0.00% |
SBLK Star Bulk Carriers Corp. | 4.14% | 1.56% | 16.72% | 7.38% | 33.80% | 9.93% | 0.57% | 0.42% |
Frequently Asked Questions
SBLK and AGGH have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBLK has higher volatility (10.86%) compared to AGGH (1.37%). In terms of maximum drawdown, SBLK dropped -99.76% vs AGGH's -13.26%.
AGGH currently has the higher Sharpe Ratio (1.39 vs 1.28), 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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