VGSTX vs. JABLX

In the year-to-date period, VGSTX achieves a 2.80% return, which is significantly higher than JABLX's 1.78% return. Over the past 10 years, VGSTX has underperformed JABLX with an annualized return of 2.93%, while JABLX has yielded a comparatively higher 6.75% annualized return.

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VGSTX has a 0.31% expense ratio, which is lower than JABLX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and Janus Henderson VIT Balanced Portfolio (JABLX). 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.

The current VGSTX Sharpe Ratio is 0.18, which is lower than the JABLX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of VGSTX and JABLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VGSTX's dividend yield for the trailing twelve months is around 2.36%, more than JABLX's 1.98% yield.

The maximum VGSTX drawdown since its inception was -43.45%, which is greater than JABLX's maximum drawdown of -32.03%. Use the drawdown chart below to compare losses from any high point for VGSTX and JABLX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard STAR Fund (VGSTX) is 2.85%, while Janus Henderson VIT Balanced Portfolio (JABLX) has a volatility of 3.21%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than JABLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.