VGSTX vs. BIDU
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and Baidu, Inc. (BIDU).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSTX or BIDU.
Key characteristics
| VGSTX | BIDU | |
|---|---|---|
| YTD Return | 9.10% | -24.41% |
| 1Y Return | 19.63% | -17.91% |
| 3Y Return (Ann) | 0.95% | -17.97% |
| 5Y Return (Ann) | 7.71% | -3.60% |
| 10Y Return (Ann) | 7.46% | -9.25% |
| Sharpe Ratio | 2.55 | -0.36 |
| Sortino Ratio | 3.71 | -0.28 |
| Omega Ratio | 1.48 | 0.97 |
| Calmar Ratio | 1.50 | -0.19 |
| Martin Ratio | 16.85 | -0.70 |
| Ulcer Index | 1.36% | 20.42% |
| Daily Std Dev | 9.02% | 39.60% |
| Max Drawdown | -38.62% | -77.47% |
| Current Drawdown | -2.39% | -73.52% |
Correlation
The correlation between VGSTX and BIDU is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGSTX vs. BIDU - Performance Comparison
In the year-to-date period, VGSTX achieves a 9.10% return, which is significantly higher than BIDU's -24.41% return. Over the past 10 years, VGSTX has outperformed BIDU with an annualized return of 7.46%, while BIDU has yielded a comparatively lower -9.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VGSTX vs. BIDU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and Baidu, Inc. (BIDU). 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.
Dividends
VGSTX vs. BIDU - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 5.15%, while BIDU has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 5.15% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 4.51% | 4.77% | 5.62% | 4.18% | 2.48% |
BIDU Baidu, 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% |
Drawdowns
VGSTX vs. BIDU - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, smaller than the maximum BIDU drawdown of -77.47%. Use the drawdown chart below to compare losses from any high point for VGSTX and BIDU. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. BIDU - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 1.94%, while Baidu, Inc. (BIDU) has a volatility of 12.99%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than BIDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.