ASG vs. USA
Compare and contrast key facts about Liberty All-Star Growth (ASG) and Liberty All-Star Equity Fund (USA).
Performance
ASG vs. USA - Performance Comparison
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ASG vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | -7.01% | 2.21% | 16.78% | 16.23% | -40.91% | 22.60% | 37.99% | 60.54% | -14.35% | 44.64% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Fundamentals
ASG:
$303.00M
USA:
$1.70B
ASG:
$1.04
USA:
$1.42
ASG:
4.64
USA:
3.97
ASG:
4.46
USA:
4.72
ASG:
0.82
USA:
0.82
ASG:
$67.50M
USA:
$355.74M
ASG:
$57.76M
USA:
$329.90M
ASG:
$61.00M
USA:
$305.11M
Returns By Period
In the year-to-date period, ASG achieves a -7.01% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, ASG has underperformed USA with an annualized return of 10.91%, while USA has yielded a comparatively higher 11.94% annualized return.
ASG
- 1D
- 1.47%
- 1M
- -6.95%
- YTD
- -7.01%
- 6M
- -9.37%
- 1Y
- 6.54%
- 3Y*
- 5.66%
- 5Y*
- -2.68%
- 10Y*
- 10.91%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
ASG vs. USA — Risk / Return Rank
ASG
USA
ASG vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Growth (ASG) and Liberty All-Star Equity Fund (USA). 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.
| ASG | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.29 | +0.57 |
Sortino ratioReturn per unit of downside risk | 0.59 | -0.30 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.08 | 0.96 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | -0.28 | +0.76 |
Martin ratioReturn relative to average drawdown | 1.78 | -0.76 | +2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ASG | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.29 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.18 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.53 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.33 | -0.13 |
Correlation
The correlation between ASG and USA is 0.47, 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. USA - Dividend Comparison
ASG's dividend yield for the trailing twelve months is around 9.54%, less than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 9.54% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
ASG vs. USA - Drawdown Comparison
The maximum ASG drawdown since its inception was -66.77%, roughly equal to the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for ASG and USA.
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Drawdown Indicators
| ASG | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.77% | -69.15% | +2.38% |
Max Drawdown (1Y)Largest decline over 1 year | -15.77% | -15.28% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -45.91% | -34.05% | -11.86% |
Max Drawdown (10Y)Largest decline over 10 years | -45.91% | -47.07% | +1.16% |
Current DrawdownCurrent decline from peak | -27.73% | -12.67% | -15.06% |
Average DrawdownAverage peak-to-trough decline | -17.59% | -11.53% | -6.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.29% | 5.64% | -1.35% |
Volatility
ASG vs. USA - Volatility Comparison
Liberty All-Star Growth (ASG) has a higher volatility of 8.17% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that ASG's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ASG | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.17% | 5.71% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 10.53% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 17.40% | +5.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 20.72% | +2.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.97% | 22.54% | +2.43% |
Financials
ASG vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Liberty All-Star Growth and Liberty All-Star Equity Fund. 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