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ASG vs. BST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ASG vs. BST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty All-Star Growth (ASG) and BlackRock Science and Technology Trust (BST). The values are adjusted to include any dividend payments, if applicable.

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ASG vs. BST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASG
Liberty All-Star Growth
-8.36%2.21%16.78%16.23%-40.91%22.60%37.99%60.54%-14.35%44.64%
BST
BlackRock Science and Technology Trust
-8.64%23.65%17.96%30.07%-38.28%-0.35%69.27%34.57%8.84%57.43%

Fundamentals

Market Cap

ASG:

$298.60M

BST:

$1.26B

EPS

ASG:

$1.04

BST:

$15.06

PE Ratio

ASG:

4.58

BST:

2.41

PS Ratio

ASG:

4.39

BST:

4.53

PB Ratio

ASG:

0.81

BST:

0.85

Total Revenue (TTM)

ASG:

$67.50M

BST:

$278.31M

Gross Profit (TTM)

ASG:

$57.76M

BST:

$423.37M

EBITDA (TTM)

ASG:

$61.00M

BST:

$522.97M

Returns By Period

The year-to-date returns for both stocks are quite close, with ASG having a -8.36% return and BST slightly lower at -8.64%. Over the past 10 years, ASG has underperformed BST with an annualized return of 10.75%, while BST has yielded a comparatively higher 16.73% annualized return.


ASG

1D
4.17%
1M
-7.41%
YTD
-8.36%
6M
-10.52%
1Y
6.06%
3Y*
5.14%
5Y*
-2.97%
10Y*
10.75%

BST

1D
3.50%
1M
-8.97%
YTD
-8.64%
6M
-6.04%
1Y
22.64%
3Y*
14.09%
5Y*
0.29%
10Y*
16.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ASG vs. BST — 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: 5252
Sharpe Ratio Rank
ASG Sortino Ratio Rank: 4545
Sortino Ratio Rank
ASG Omega Ratio Rank: 4444
Omega Ratio Rank
ASG Calmar Ratio Rank: 5252
Calmar Ratio Rank
ASG Martin Ratio Rank: 5757
Martin Ratio Rank

BST
BST Risk / Return Rank: 7373
Overall Rank
BST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
BST Sortino Ratio Rank: 7070
Sortino Ratio Rank
BST Omega Ratio Rank: 7272
Omega Ratio Rank
BST Calmar Ratio Rank: 7070
Calmar Ratio Rank
BST Martin Ratio Rank: 7676
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. BST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and BlackRock Science and Technology Trust (BST). 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.


ASGBSTDifference

Sharpe ratio

Return per unit of total volatility

0.26

1.03

-0.77

Sortino ratio

Return per unit of downside risk

0.56

1.54

-0.98

Omega ratio

Gain probability vs. loss probability

1.07

1.22

-0.15

Calmar ratio

Return relative to maximum drawdown

0.38

1.36

-0.98

Martin ratio

Return relative to average drawdown

1.43

4.44

-3.00

ASG vs. BST - Sharpe Ratio Comparison

The current ASG Sharpe Ratio is 0.26, which is lower than the BST Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of ASG and BST, 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


ASGBSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

1.03

-0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.01

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.66

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.55

-0.35

Correlation

The correlation between ASG and BST is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ASG vs. BST - Dividend Comparison

ASG's dividend yield for the trailing twelve months is around 9.68%, less than BST's 11.56% yield.


TTM20252024202320222021202020192018201720162015
ASG
Liberty All-Star Growth
9.68%8.68%8.32%8.14%10.14%11.33%7.68%7.08%10.48%7.58%8.61%16.81%
BST
BlackRock Science and Technology Trust
11.56%10.36%8.21%8.91%10.57%5.38%3.85%10.52%6.41%4.80%6.69%6.93%

Drawdowns

ASG vs. BST - Drawdown Comparison

The maximum ASG drawdown since its inception was -66.77%, which is greater than BST's maximum drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for ASG and BST.


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Drawdown Indicators


ASGBSTDifference

Max Drawdown

Largest peak-to-trough decline

-66.77%

-47.72%

-19.05%

Max Drawdown (1Y)

Largest decline over 1 year

-15.77%

-15.31%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-45.91%

-47.72%

+1.81%

Max Drawdown (10Y)

Largest decline over 10 years

-45.91%

-47.72%

+1.81%

Current Drawdown

Current decline from peak

-28.78%

-12.35%

-16.43%

Average Drawdown

Average peak-to-trough decline

-17.59%

-13.14%

-4.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

4.70%

-0.47%

Volatility

ASG vs. BST - Volatility Comparison

Liberty All-Star Growth (ASG) has a higher volatility of 8.09% compared to BlackRock Science and Technology Trust (BST) at 7.49%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASGBSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.09%

7.49%

+0.60%

Volatility (6M)

Calculated over the trailing 6-month period

12.88%

13.67%

-0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

23.02%

22.03%

+0.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.38%

23.46%

-0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.97%

25.59%

-0.62%

Financials

ASG vs. BST - Financials Comparison

This section allows you to compare key financial metrics between Liberty All-Star Growth and BlackRock Science and Technology Trust. 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


0.0050.00M100.00M150.00M20212022202320242025
7.29M
157.07M
(ASG) Total Revenue
(BST) Total Revenue
Values in USD except per share items