BPT vs. USA
Compare and contrast key facts about BP Prudhoe Bay Royalty Trust (BPT) and Liberty All-Star Equity Fund (USA).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPT or USA.
Correlation
The correlation between BPT and USA is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BPT vs. USA - Performance Comparison
Key characteristics
BPT:
-0.93
USA:
1.54
BPT:
-1.96
USA:
2.17
BPT:
0.75
USA:
1.27
BPT:
-0.82
USA:
2.62
BPT:
-1.63
USA:
8.82
BPT:
49.54%
USA:
2.46%
BPT:
86.70%
USA:
14.01%
BPT:
-98.64%
USA:
-69.06%
BPT:
-98.41%
USA:
-0.42%
Fundamentals
Returns By Period
In the year-to-date period, BPT achieves a -1.19% return, which is significantly lower than USA's 5.33% return. Over the past 10 years, BPT has underperformed USA with an annualized return of -32.72%, while USA has yielded a comparatively higher 13.54% annualized return.
BPT
-1.19%
-4.53%
-67.62%
-80.53%
-36.77%
-32.72%
USA
5.33%
4.73%
10.18%
19.52%
12.34%
13.54%
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Risk-Adjusted Performance
BPT vs. USA — Risk-Adjusted Performance Rank
BPT
USA
BPT vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BP Prudhoe Bay Royalty Trust (BPT) 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.
Dividends
BPT vs. USA - Dividend Comparison
BPT has not paid dividends to shareholders, while USA's dividend yield for the trailing twelve months is around 9.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPT BP Prudhoe Bay Royalty Trust | 0.00% | 0.00% | 12.02% | 32.34% | 2.37% | 17.82% | 32.47% | 24.46% | 17.91% | 8.58% | 23.50% | 15.67% |
USA Liberty All-Star Equity Fund | 9.93% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
BPT vs. USA - Drawdown Comparison
The maximum BPT drawdown since its inception was -98.64%, which is greater than USA's maximum drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for BPT and USA. For additional features, visit the drawdowns tool.
Volatility
BPT vs. USA - Volatility Comparison
BP Prudhoe Bay Royalty Trust (BPT) has a higher volatility of 50.60% compared to Liberty All-Star Equity Fund (USA) at 4.25%. This indicates that BPT'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.
Financials
BPT vs. USA - Financials Comparison
This section allows you to compare key financial metrics between BP Prudhoe Bay Royalty Trust 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