ASG vs. BRK-A

In the year-to-date period, ASG achieves a 3.72% return, which is significantly higher than BRK-A's 3.21% return. Both investments have delivered pretty close results over the past 10 years, with ASG having a 11.90% annualized return and BRK-A not far ahead at 12.17%.

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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.

The current ASG Sharpe Ratio is 1.50, which is comparable to the BRK-A Sharpe Ratio of 1.90. 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.

ASG's dividend yield for the trailing twelve months is around 6.14%, while BRK-A has not paid dividends to shareholders.

The maximum ASG drawdown since its inception was -63.67%, 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. For additional features, visit the drawdowns tool.

Liberty All-Star Growth (ASG) has a higher volatility of 5.90% compared to Berkshire Hathaway Inc (BRK-A) at 4.87%. 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.

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.