BPT vs. USA
Compare and contrast key facts about BP Prudhoe Bay Royalty Trust (BPT) and Liberty All-Star Equity Fund (USA).
Performance
BPT vs. USA - Performance Comparison
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BPT vs. USA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BPT BP Prudhoe Bay Royalty Trust | 0.00% |
USA Liberty All-Star Equity Fund | -6.94% |
Fundamentals
BPT:
$10.74M
USA:
$1.70B
BPT:
-$0.07
USA:
$1.42
BPT:
3.85
USA:
0.82
BPT:
$0.00
USA:
$355.74M
BPT:
$0.00
USA:
$329.90M
BPT:
-$1.61M
USA:
$305.11M
Returns By Period
BPT
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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
BPT vs. USA — Risk / Return Rank
BPT
USA
BPT vs. USA - Risk-Adjusted Trends 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| BPT | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.29 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.18 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.33 | — |
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 12.08%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPT BP Prudhoe Bay Royalty Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BPT vs. USA - Drawdown Comparison
The maximum BPT drawdown since its inception was 0.00%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for BPT and USA.
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Drawdown Indicators
| BPT | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -69.15% | +69.15% |
Max Drawdown (1Y)Largest decline over 1 year | — | -15.28% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.07% | — |
Current DrawdownCurrent decline from peak | 0.00% | -12.67% | +12.67% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -11.53% | +11.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.64% | — |
Volatility
BPT vs. USA - Volatility Comparison
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Volatility by Period
| BPT | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.71% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 17.40% | -17.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 20.72% | -20.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 22.54% | -22.54% |
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