VGSTX vs. VHGEX

In the year-to-date period, VGSTX achieves a 0.91% return, which is significantly higher than VHGEX's 0.51% return. Over the past 10 years, VGSTX has underperformed VHGEX with an annualized return of 2.83%, while VHGEX has yielded a comparatively higher 7.36% annualized return.

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VGSTX has a 0.31% expense ratio, which is lower than VHGEX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and Vanguard Global Equity Fund (VHGEX). 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 0.12, which is lower than the VHGEX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of VGSTX and VHGEX, 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 2.41%, less than VHGEX's 4.21% yield.

The maximum VGSTX drawdown since its inception was -43.45%, smaller than the maximum VHGEX drawdown of -65.71%. Use the drawdown chart below to compare losses from any high point for VGSTX and VHGEX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard STAR Fund (VGSTX) is 4.03%, while Vanguard Global Equity Fund (VHGEX) has a volatility of 6.49%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than VHGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.