VGSTX vs. BAMPX
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and BlackRock 40/60 Target Allocation Inv A (BAMPX).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. BAMPX is managed by BlackRock. It was launched on Feb 5, 2007.
Performance
VGSTX vs. BAMPX - Performance Comparison
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VGSTX vs. BAMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | -2.19% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
BAMPX BlackRock 40/60 Target Allocation Inv A | -1.40% | 13.05% | 8.15% | 11.99% | -15.08% | 3.39% | 19.09% | 16.23% | -4.07% | 11.28% |
Returns By Period
In the year-to-date period, VGSTX achieves a -2.19% return, which is significantly lower than BAMPX's -1.40% return. Over the past 10 years, VGSTX has outperformed BAMPX with an annualized return of 8.96%, while BAMPX has yielded a comparatively lower 6.13% annualized return.
VGSTX
- 1D
- 1.89%
- 1M
- -4.30%
- YTD
- -2.19%
- 6M
- 0.21%
- 1Y
- 13.34%
- 3Y*
- 12.27%
- 5Y*
- 5.56%
- 10Y*
- 8.96%
BAMPX
- 1D
- 1.60%
- 1M
- -3.75%
- YTD
- -1.40%
- 6M
- -0.03%
- 1Y
- 10.93%
- 3Y*
- 9.15%
- 5Y*
- 3.92%
- 10Y*
- 6.13%
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VGSTX vs. BAMPX - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is lower than BAMPX's 0.61% expense ratio.
Return for Risk
VGSTX vs. BAMPX — Risk / Return Rank
VGSTX
BAMPX
VGSTX vs. BAMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and BlackRock 40/60 Target Allocation Inv A (BAMPX). 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.
| VGSTX | BAMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.31 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.90 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.79 | -0.14 |
Martin ratioReturn relative to average drawdown | 7.31 | 7.29 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSTX | BAMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.31 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.44 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.54 | +0.26 |
Correlation
The correlation between VGSTX and BAMPX is 0.93, 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.
Dividends
VGSTX vs. BAMPX - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 9.33%, more than BAMPX's 5.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 9.33% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
BAMPX BlackRock 40/60 Target Allocation Inv A | 5.48% | 5.40% | 3.11% | 2.67% | 2.72% | 6.11% | 4.12% | 2.36% | 7.62% | 2.17% | 1.57% | 9.54% |
Drawdowns
VGSTX vs. BAMPX - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, roughly equal to the maximum BAMPX drawdown of -39.58%. Use the drawdown chart below to compare losses from any high point for VGSTX and BAMPX.
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Drawdown Indicators
| VGSTX | BAMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -39.58% | +0.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -6.06% | -2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -25.55% | -20.13% | -5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -25.55% | -20.13% | -5.42% |
Current DrawdownCurrent decline from peak | -4.97% | -4.30% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.90% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.49% | +0.36% |
Volatility
VGSTX vs. BAMPX - Volatility Comparison
Vanguard STAR Fund (VGSTX) has a higher volatility of 4.11% compared to BlackRock 40/60 Target Allocation Inv A (BAMPX) at 3.62%. This indicates that VGSTX's price experiences larger fluctuations and is considered to be riskier than BAMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSTX | BAMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.62% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 6.62% | 5.22% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.45% | 8.69% | +2.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 9.00% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.80% | 8.40% | +3.40% |