ASG vs. TLT

In the year-to-date period, ASG achieves a -7.35% return, which is significantly lower than TLT's 1.87% return. Over the past 10 years, ASG has outperformed TLT with an annualized return of 10.14%, while TLT has yielded a comparatively lower -0.60% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and iShares 20+ Year Treasury Bond ETF (TLT). 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 0.31, which is comparable to the TLT Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of ASG and TLT, 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 9.16%, more than TLT's 4.32% yield.

The maximum ASG drawdown since its inception was -63.67%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for ASG and TLT. For additional features, visit the drawdowns tool.

Liberty All-Star Growth (ASG) has a higher volatility of 16.31% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 5.89%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.