BPT vs. USA

In the year-to-date period, BPT achieves a 3.42% return, which is significantly higher than USA's -2.77% return. Over the past 10 years, BPT has underperformed USA with an annualized return of -30.43%, while USA has yielded a comparatively higher 12.13% annualized return.

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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.

The current BPT Sharpe Ratio is -0.87, which is lower than the USA Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of BPT and USA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPT has not paid dividends to shareholders, while USA's dividend yield for the trailing twelve months is around 10.76%.

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.

BP Prudhoe Bay Royalty Trust (BPT) has a higher volatility of 13.47% compared to Liberty All-Star Equity Fund (USA) at 5.11%. 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.

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.