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ASG vs. BST
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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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Returns By Period

In the year-to-date period, ASG achieves a 6.22% return, which is significantly lower than BST's 25.39% return. Over the past 10 years, ASG has underperformed BST with an annualized return of 12.21%, while BST has yielded a comparatively higher 20.68% annualized return.


ASG

1D
0.37%
1M
2.67%
YTD
6.22%
6M
5.03%
1Y
12.91%
3Y*
9.33%
5Y*
-0.13%
10Y*
12.21%

BST

1D
2.21%
1M
6.08%
YTD
25.39%
6M
26.58%
1Y
48.15%
3Y*
24.47%
5Y*
5.83%
10Y*
20.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ASG vs. BST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASG
Liberty All-Star Growth
6.22%2.21%16.78%16.23%-40.91%22.60%37.99%60.54%-14.35%44.64%
BST
BlackRock Science and Technology Trust
25.39%23.65%17.96%30.07%-38.28%-0.35%69.27%34.57%8.84%57.43%

Correlation

The correlation between ASG and BST is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.65

Correlation (3Y)
Calculated over the trailing 3-year period

0.67

Correlation (5Y)
Calculated over the trailing 5-year period

0.69

Correlation (10Y)
Calculated over the trailing 10-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2014

0.59

The correlation between ASG and BST shifts across timeframes, from 0.59 (all time) to 0.69 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

ASG:

$338.83M

BST:

$1.70B

EPS

ASG:

$1.04

BST:

$15.06

PE Ratio

ASG:

5.19

BST:

3.26

PS Ratio

ASG:

4.98

BST:

6.12

PB Ratio

ASG:

0.92

BST:

1.15

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

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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: 6262
Overall Rank
ASG Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ASG Sortino Ratio Rank: 5858
Sortino Ratio Rank
ASG Omega Ratio Rank: 5656
Omega Ratio Rank
ASG Calmar Ratio Rank: 6060
Calmar Ratio Rank
ASG Martin Ratio Rank: 6868
Martin Ratio Rank

BST
BST Risk / Return Rank: 8989
Overall Rank
BST Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
BST Sortino Ratio Rank: 9191
Sortino Ratio Rank
BST Omega Ratio Rank: 9191
Omega Ratio Rank
BST Calmar Ratio Rank: 8484
Calmar Ratio Rank
BST Martin Ratio Rank: 8888
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ASGBSTDifference
Sharpe ratioReturn per unit of total volatility

-1.73

Sortino ratioReturn per unit of downside risk

-2.07

Omega ratioGain probability vs. loss probability

1.14

1.43

-0.29

Calmar ratioReturn relative to maximum drawdown

0.82

3.16

-2.34

Martin ratioReturn relative to average drawdown

3.06

10.11

-7.06

ASG vs. BST - Sharpe Ratio Comparison

The current ASG Sharpe Ratio is 0.73, which is lower than the BST Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of ASG and BST, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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 (3Y)

Largest decline over 3 years

-25.25%

-23.37%

-1.88%

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

-17.44%

-1.05%

-16.39%

Average Drawdown

Average peak-to-trough decline

-17.61%

-12.94%

-4.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.23%

4.78%

-0.55%

Volatility

ASG vs. BST - Volatility Comparison

The current volatility for Liberty All-Star Growth (ASG) is 5.54%, while BlackRock Science and Technology Trust (BST) has a volatility of 9.24%. This indicates that ASG experiences smaller price fluctuations and is considered to be less risky 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

5.54%

9.24%

-3.70%

Volatility (6M)

Calculated over the trailing 6-month period

14.11%

16.90%

-2.79%

Volatility (1Y)

Calculated over the trailing 1-year period

17.82%

19.69%

-1.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.87%

23.81%

-0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.09%

25.86%

-0.77%

Dividends

ASG vs. BST - Dividend Comparison

ASG's dividend yield for the trailing twelve months is around 8.72%, more than BST's 8.56% yield.


PositionTTM20252024202320222021202020192018201720162015
ASG
Liberty All-Star Growth
8.72%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
8.56%10.36%8.21%8.91%10.57%5.38%3.85%10.52%6.41%4.80%6.69%6.93%

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

Frequently Asked Questions


ASG and BST have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BST has higher volatility (9.24%) compared to ASG (5.54%). In terms of maximum drawdown, ASG dropped -66.77% vs BST's -47.72%.

BST currently has the higher Sharpe Ratio (2.46 vs 0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ASG and BST

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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