ASG vs. NPCT
ASG (Liberty All-Star Growth) is a stock, while NPCT (Nuveen Core Plus Impact Fund) is Intermediate Core-Plus Bond fund actively managed by Nuveen. Over the past 5 years, ASG returned -1.02%/yr vs -3.47%/yr for NPCT. At a 0.36 correlation, their price movements are largely independent. ASG charges 1.11%/yr vs 5.08%/yr for NPCT.
Performance
ASG vs. NPCT - Performance Comparison
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Returns By Period
In the year-to-date period, ASG achieves a 3.20% return, which is significantly higher than NPCT's 2.61% return.
ASG
- 1D
- -0.58%
- 1M
- -2.48%
- 6M
- 0.73%
- YTD
- 3.20%
- 1Y
- 5.32%
- 3Y*
- 6.26%
- 5Y*
- -1.02%
- 10Y*
- 11.29%
- ALL TIME*
- 4.86%
NPCT
- 1D
- 0.10%
- 1M
- 0.19%
- 6M
- 1.62%
- YTD
- 2.61%
- 1Y
- -1.24%
- 3Y*
- 11.48%
- 5Y*
- -3.47%
- 10Y*
- —
- ALL TIME*
- -3.15%
ASG vs. NPCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 3.20% | 2.21% | 16.78% | 16.23% | -40.91% | 7.53% |
NPCT Nuveen Core Plus Impact Fund | 2.61% | 9.87% | 17.23% | 7.78% | -37.50% | -4.98% |
Correlation
The correlation between ASG and NPCT is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2021 | 0.36 |
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Return for Risk
ASG vs. NPCT — Risk / Return Rank
ASG
NPCT
ASG vs. NPCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and Nuveen Core Plus Impact Fund (NPCT). 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 | NPCT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.43 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 0.99 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | -0.18 | +0.52 |
| Martin ratioReturn relative to average drawdown | 1.25 | -0.41 | +1.66 |
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Drawdowns
ASG vs. NPCT - Drawdown Comparison
The maximum ASG drawdown since its inception was -66.77%, which is greater than NPCT's maximum drawdown of -46.77%. Use the drawdown chart below to compare losses from any high point for ASG and NPCT.
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Drawdown Indicators
| ASG | NPCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.77% | -46.77% | -20.00% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -6.79% | -8.98% |
Max Drawdown (3Y)Largest decline over 3 years | -25.25% | -12.42% | -12.83% |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | -46.50% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | — | — |
Current DrawdownCurrent decline from peak | -19.79% | -16.70% | -3.09% |
Average DrawdownAverage peak-to-trough decline | -17.61% | -25.00% | +7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 3.05% | +1.22% |
Volatility
ASG vs. NPCT - Volatility Comparison
Liberty All-Star Growth (ASG) has a higher volatility of 5.21% compared to Nuveen Core Plus Impact Fund (NPCT) at 2.40%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than NPCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASG | NPCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 2.40% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 14.52% | 7.50% | +7.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 9.32% | +8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 13.09% | +9.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.09% | 12.98% | +12.11% |
ASG vs. NPCT - Expense Ratio Comparison
ASG has a 1.11% expense ratio, which is lower than NPCT's 5.08% expense ratio.
Dividends
ASG vs. NPCT - Dividend Comparison
ASG's dividend yield for the trailing twelve months is around 9.18%, less than NPCT's 12.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 9.18% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
NPCT Nuveen Core Plus Impact Fund | 12.30% | 13.15% | 12.20% | 10.28% | 11.93% | 3.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ASG and NPCT have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASG has higher volatility (5.21%) compared to NPCT (2.40%). In terms of maximum drawdown, ASG dropped -66.77% vs NPCT's -46.77%.
ASG currently has the higher Sharpe Ratio (0.30 vs -0.13), 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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