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ASG vs. BRK-A
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

ASG vs. BRK-A

Last updated Apr 2, 2026

Compare and contrast key facts about Liberty All-Star Growth (ASG) and Berkshire Hathaway Inc (BRK-A).

Performance

ASG vs. BRK-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty All-Star Growth (ASG) and Berkshire Hathaway Inc (BRK-A). The values are adjusted to include any dividend payments, if applicable.

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ASG vs. BRK-A - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ASG
Liberty All-Star Growth		-7.01%2.21%16.78%16.23%-40.91%22.60%37.99%60.54%-14.35%44.64%
BRK-A
Berkshire Hathaway Inc		-5.11%10.85%25.49%15.77%4.00%29.57%2.42%10.98%2.82%21.91%

Fundamentals

Market Cap

ASG:

$303.00M

BRK-A:

$1.03T

EPS

ASG:

$1.04

BRK-A:

$46.57K

PE Ratio

ASG:

4.64

BRK-A:

15.38

PS Ratio

ASG:

4.46

BRK-A:

2.77

PB Ratio

ASG:

0.82

BRK-A:

1.44

Total Revenue (TTM)

ASG:

$67.50M

BRK-A:

$371.91B

Gross Profit (TTM)

ASG:

$57.76M

BRK-A:

$103.31B

EBITDA (TTM)

ASG:

$61.00M

BRK-A:

$88.90B

Returns By Period

In the year-to-date period, ASG achieves a -7.01% return, which is significantly lower than BRK-A's -5.11% return. Over the past 10 years, ASG has underperformed BRK-A with an annualized return of 10.91%, while BRK-A has yielded a comparatively higher 12.75% annualized return.

ASG

1D
1.47%
1M
-6.95%
YTD
-7.01%
6M
-9.37%
1Y
6.54%
3Y*
5.66%
5Y*
-2.68%
10Y*
10.91%

BRK-A

1D
-0.26%
1M
-0.52%
YTD
-5.11%
6M
-3.97%
1Y
-10.50%
3Y*
15.44%
5Y*
12.91%
10Y*
12.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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Liberty All-Star Growth

Berkshire Hathaway Inc

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Return for Risk

ASG vs. BRK-A — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ASG
ASG Risk / Return Rank: 5050
Overall Rank
ASG Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ASG Sortino Ratio Rank: 4343
Sortino Ratio Rank
ASG Omega Ratio Rank: 4343
Omega Ratio Rank
ASG Calmar Ratio Rank: 5252
Calmar Ratio Rank
ASG Martin Ratio Rank: 5858
Martin Ratio Rank
BRK-A
BRK-A Risk / Return Rank: 1616
Overall Rank
BRK-A Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
BRK-A Sortino Ratio Rank: 1515
Sortino Ratio Rank
BRK-A Omega Ratio Rank: 1515
Omega Ratio Rank
BRK-A Calmar Ratio Rank: 1616
Calmar Ratio Rank
BRK-A Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASG vs. BRK-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and Berkshire Hathaway Inc (BRK-A). 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.

ASGBRK-ADifference

Sharpe ratio

Return per unit of total volatility

0.28

-0.60

+0.88

Sortino ratio

Return per unit of downside risk

0.59

-0.70

+1.29

Omega ratio

Gain probability vs. loss probability

1.08

0.90

+0.17

Calmar ratio

Return relative to maximum drawdown

0.48

-0.71

+1.20

Martin ratio

Return relative to average drawdown

1.78

-1.19

+2.97

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ASG vs. BRK-A - Sharpe Ratio Comparison

The current ASG Sharpe Ratio is 0.28, which is higher than the BRK-A Sharpe Ratio of -0.60. The chart below compares the historical Sharpe Ratios of ASG and BRK-A, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ASGBRK-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.28

-0.60

+0.88

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

0.75

-0.87

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.67

-0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.82

-0.62

Correlation

The correlation between ASG and BRK-A is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

ASG vs. BRK-A - Dividend Comparison

ASG's dividend yield for the trailing twelve months is around 9.54%, while BRK-A has not paid dividends to shareholders.

TTM20252024202320222021202020192018201720162015
ASG
Liberty All-Star Growth		9.54%8.68%8.32%8.14%10.14%11.33%7.68%7.08%10.48%7.58%8.61%16.81%
BRK-A
Berkshire Hathaway 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

ASG vs. BRK-A - Drawdown Comparison

The maximum ASG drawdown since its inception was -66.77%, which is greater than BRK-A's maximum drawdown of -51.47%. Use the drawdown chart below to compare losses from any high point for ASG and BRK-A.

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Drawdown Indicators

ASGBRK-ADifference

Max Drawdown

Largest peak-to-trough decline

-66.77%

-51.47%

-15.30%

Max Drawdown (1Y)

Largest decline over 1 year

-15.77%

-14.43%

-1.34%

Max Drawdown (5Y)

Largest decline over 5 years

-45.91%

-25.98%

-19.93%

Max Drawdown (10Y)

Largest decline over 10 years

-45.91%

-30.43%

-15.48%

Current Drawdown

Current decline from peak

-27.73%

-11.50%

-16.23%

Average Drawdown

Average peak-to-trough decline

-17.59%

-9.51%

-8.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.29%

8.66%

-4.37%

Volatility

ASG vs. BRK-A - Volatility Comparison

Liberty All-Star Growth (ASG) has a higher volatility of 8.17% compared to Berkshire Hathaway Inc (BRK-A) at 4.28%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than BRK-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ASGBRK-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.17%

4.28%

+3.89%

Volatility (6M)

Calculated over the trailing 6-month period

12.98%

11.04%

+1.94%

Volatility (1Y)

Calculated over the trailing 1-year period

23.07%

17.63%

+5.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.39%

17.26%

+6.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.97%

18.99%

+5.98%

Financials

ASG vs. BRK-A - Financials Comparison

This section allows you to compare key financial metrics between Liberty All-Star Growth and Berkshire Hathaway Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.0020.00B40.00B60.00B80.00B100.00B120.00B20212022202320242025
7.29M
94.23B
(ASG) Total Revenue
(BRK-A) Total Revenue
Values in USD except per share items