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VGSTX: VANGUARD STAR FUND VANGUARD STAR FUND (MUTUAL FUND)
Basic Info 30.42 0.56(1.81%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 03/29/1985 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 9.34% |
| Expenses | 0.31% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/1985 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 4.3 | 15.7 | 12.6 | 5.4 | 9.1 | 8.5 | 7.6 | 6.2 | 15.9 | 9.0 | 17.1 | -18.1 | 9.6 | 21.4 | 22.2 | -5.3 | 18.3 | 6.5 | -0.1 | 7.4 | 17.8 | 13.8 | 0.8 | 12.0 | 24.9 | -25.0 | 6.6 | 11.6 | 8.4 | 11.6 | 22.7 | -9.9 | 0.5 | 11.0 | 1.4 | 3.3 | 9.6 | 5.6 | 19.2 | -6.0 | 4.1 | 4.8 | 14.6 | -11.0 | 8.3 | 11.4 | -12.0 | -1.0 | 14.5 |
| Sharpe Ratio | NA | 0.76 | 1.5 | 0.93 | 0.24 | 0.63 | NA | NA | 0.35 | 1.15 | 0.62 | 1.37 | -1.13 | 1.06 | 1.0 | 2.71 | -0.67 | 4.03 | 0.68 | -0.02 | 1.07 | 2.4 | 1.69 | 0.05 | 1.06 | 1.51 | -1.09 | 0.36 | 1.13 | 0.97 | 1.51 | 2.45 | -0.85 | -0.18 | 0.58 | -0.19 | -0.01 | 0.47 | 0.18 | 1.9 | -1.15 | 0.26 | 0.35 | 1.04 | -1.43 | 0.22 | 0.68 | -1.07 | -0.43 | 2.51 |
| Draw Down(%) | NA | 6.8 | 6.8 | 11.8 | 25.5 | 25.5 | NA | NA | 38.6 | 11.8 | 4.9 | 10.1 | 24.1 | 4.7 | 24.4 | 4.1 | 12.8 | 1.4 | 8.0 | 9.1 | 5.2 | 6.0 | 7.1 | 13.0 | 9.3 | 17.2 | 35.2 | 6.4 | 6.6 | 4.1 | 6.0 | 7.5 | 19.2 | 14.3 | 4.9 | 10.5 | 14.4 | 10.1 | 8.5 | 6.5 | 8.5 | 4.9 | 3.3 | 5.3 | 16.2 | 9.4 | 4.7 | 21.6 | 9.5 | 3.0 |
| Standard Deviation(%) | NA | 10.4 | 8.7 | 10.1 | 11.7 | 11.8 | NA | NA | 11.3 | 11.3 | 8.8 | 10.0 | 17.3 | 9.1 | 21.0 | 7.7 | 10.1 | 4.4 | 9.3 | 9.0 | 6.9 | 7.4 | 8.2 | 14.6 | 11.2 | 16.4 | 23.8 | 9.6 | 7.2 | 6.3 | 7.0 | 9.0 | 12.9 | 11.2 | 11.6 | 10.6 | 13.4 | 12.5 | 10.8 | 8.0 | 7.9 | 7.5 | 6.5 | 10.3 | 11.5 | 10.4 | 9.5 | 15.1 | 12.4 | 5.7 |
| Treynor Ratio | NA | 0.07 | 0.13 | 0.09 | 0.03 | 0.07 | NA | NA | 0.04 | 0.14 | 0.05 | 0.13 | -0.18 | 0.09 | 0.22 | 0.2 | -0.07 | 0.17 | 0.05 | 0.0 | 0.07 | 0.17 | 0.13 | 0.01 | 0.11 | 0.25 | -0.26 | 0.03 | 0.08 | 0.07 | 0.11 | 0.24 | -0.12 | -0.02 | 0.09 | -0.02 | 0.0 | 0.07 | 0.02 | 0.16 | -0.1 | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.04 | -0.04 | -0.05 | -0.03 | -0.02 | -0.03 | -0.02 | -0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.07 | 1.03 | 1.01 | 1.03 | 1.01 | NA | NA | 0.97 | 0.96 | 1.0 | 1.07 | 1.06 | 1.01 | 0.97 | 1.05 | 1.01 | 1.04 | 1.15 | 1.02 | 1.01 | 1.06 | 1.09 | 1.06 | 1.05 | 0.99 | 1.01 | 1.04 | 1.06 | 0.93 | 0.95 | 0.93 | 0.9 | 0.87 | 0.74 | 0.81 | 0.92 | 0.87 | 0.97 | 0.97 | 0.89 | 0.87 | 0.69 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.93 | 0.95 | 0.95 | 0.93 | NA | NA | 0.73 | 0.95 | 0.94 | 0.95 | 0.96 | 0.86 | 0.9 | 0.96 | 0.96 | 0.9 | 0.94 | 0.96 | 0.95 | 0.96 | 0.94 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.92 | 0.89 | 0.95 | 0.92 | 0.94 | 0.82 | 0.75 | 0.67 | 0.52 | 0.53 | 0.44 | 0.62 | 0.51 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.3 | 7.5 | 6.0 | 7.4 | 7.3 | 6.6 | N/A | 9.7 | 6.8 | 5.9 | 6.3 | 6.9 | 7.5 | 7.0 | 6.1 | 5.1 | 4.9 | 5.3 | 4.3 | 2.8 | 2.6 | 2.6 | 3.0 | 3.0 | 6.0 | 6.9 | 4.6 | 3.8 | 2.6 | 2.7 | 2.9 | 8.0 | 12.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 47.9 | -5.3 | 30.3 | 108.5 | 110.4 | 359.5 | N/A | 47.9 | 25.4 | -28.7 | -5.8 | 3.0 | 25.1 | 1.3 | 35.5 | 7.1 | -13.8 | 27.2 | 73.7 | 19.8 | -1.6 | -6.5 | 20.4 | -64.0 | -14.6 | 60.4 | 28.7 | 60.2 | 12.8 | -18.7 | -66.1 | -38.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1985
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