ASG vs. KMI
ASG (Liberty All-Star Growth) and KMI (Kinder Morgan, Inc.) are both stocks. ASG operates in Asset Management (Financial Services), while KMI operates in Oil & Gas Midstream (Energy). Over the past 10 years, ASG returned 11.85%/yr vs 11.73%/yr for KMI. At a 0.35 correlation, their price movements are largely independent.
Performance
ASG vs. KMI - Performance Comparison
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Returns By Period
In the year-to-date period, ASG achieves a 4.45% return, which is significantly lower than KMI's 18.40% return. Both investments have delivered pretty close results over the past 10 years, with ASG having a 11.85% annualized return and KMI not far behind at 11.73%.
ASG
- 1D
- -0.19%
- 1M
- 1.34%
- YTD
- 4.45%
- 6M
- 4.45%
- 1Y
- 8.12%
- 3Y*
- 8.78%
- 5Y*
- -1.22%
- 10Y*
- 11.85%
KMI
- 1D
- 1.85%
- 1M
- -2.65%
- YTD
- 18.40%
- 6M
- 21.76%
- 1Y
- 20.25%
- 3Y*
- 29.74%
- 5Y*
- 17.07%
- 10Y*
- 11.73%
ASG vs. KMI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 4.45% | 2.21% | 16.78% | 16.23% | -40.91% | 22.60% | 37.99% | 60.54% | -14.35% | 44.64% |
KMI Kinder Morgan, Inc. | 18.40% | 4.74% | 64.42% | 4.10% | 21.23% | 23.75% | -30.77% | 44.43% | -11.18% | -10.56% |
Correlation
The correlation between ASG and KMI is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2011 | 0.35 |
The correlation between ASG and KMI shifts across timeframes, from -0.02 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ASG:
$333.17M
KMI:
$71.07B
ASG:
$1.04
KMI:
$1.53
ASG:
5.11
KMI:
20.88
ASG:
4.90
KMI:
4.05
ASG:
0.90
KMI:
2.27
ASG:
$67.50M
KMI:
$17.52B
ASG:
$57.76M
KMI:
$5.86B
ASG:
$61.00M
KMI:
$6.90B
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Return for Risk
ASG vs. KMI — Risk / Return Rank
ASG
KMI
ASG vs. KMI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and Kinder Morgan, Inc. (KMI). 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.
| ASG | KMI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.52 | 1.83 | -1.31 |
| Martin ratioReturn relative to average drawdown | 1.92 | 3.62 | -1.70 |
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Drawdowns
ASG vs. KMI - Drawdown Comparison
The maximum ASG drawdown since its inception was -66.77%, smaller than the maximum KMI drawdown of -72.70%. Use the drawdown chart below to compare losses from any high point for ASG and KMI.
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Drawdown Indicators
| ASG | KMI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.77% | -72.70% | +5.93% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -11.11% | -4.66% |
Max Drawdown (3Y)Largest decline over 3 years | -25.25% | -18.40% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | -20.31% | -25.60% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | -55.13% | +9.22% |
Current DrawdownCurrent decline from peak | -18.82% | -6.91% | -11.91% |
Average DrawdownAverage peak-to-trough decline | -17.61% | -32.06% | +14.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.24% | 5.60% | -1.36% |
Volatility
ASG vs. KMI - Volatility Comparison
The current volatility for Liberty All-Star Growth (ASG) is 5.91%, while Kinder Morgan, Inc. (KMI) has a volatility of 6.93%. This indicates that ASG experiences smaller price fluctuations and is considered to be less risky than KMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASG | KMI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.91% | 6.93% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 14.66% | -0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 20.34% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 22.61% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.08% | 27.71% | -2.63% |
Dividends
ASG vs. KMI - Dividend Comparison
ASG's dividend yield for the trailing twelve months is around 8.87%, more than KMI's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 8.87% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
KMI Kinder Morgan, Inc. | 3.68% | 4.24% | 4.18% | 6.38% | 6.10% | 6.76% | 7.59% | 4.49% | 4.71% | 2.77% | 2.41% | 12.94% |
Financials
ASG vs. KMI - Financials Comparison
This section allows you to compare key financial metrics between Liberty All-Star Growth and Kinder Morgan, 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
ASG and KMI have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KMI has higher volatility (6.93%) compared to ASG (5.91%). In terms of maximum drawdown, ASG dropped -66.77% vs KMI's -72.70%.
KMI currently has the higher Sharpe Ratio (1.00 vs 0.46), 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.
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