KMI vs. ASG
KMI (Kinder Morgan, Inc.) and ASG (Liberty All-Star Growth) are both stocks. KMI operates in Oil & Gas Midstream (Energy), while ASG operates in Asset Management (Financial Services). Over the past 10 years, KMI returned 11.49%/yr vs 11.55%/yr for ASG. At a 0.35 correlation, their price movements are largely independent.
Performance
KMI vs. ASG - Performance Comparison
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Returns By Period
In the year-to-date period, KMI achieves a 15.99% return, which is significantly higher than ASG's 2.87% return. Both investments have delivered pretty close results over the past 10 years, with KMI having a 11.49% annualized return and ASG not far ahead at 11.55%.
KMI
- 1D
- -1.23%
- 1M
- -0.38%
- YTD
- 15.99%
- 6M
- 16.84%
- 1Y
- 15.80%
- 3Y*
- 28.85%
- 5Y*
- 16.97%
- 10Y*
- 11.49%
ASG
- 1D
- 0.38%
- 1M
- -0.76%
- YTD
- 2.87%
- 6M
- 2.29%
- 1Y
- 7.09%
- 3Y*
- 8.85%
- 5Y*
- -1.18%
- 10Y*
- 11.55%
KMI vs. ASG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KMI Kinder Morgan, Inc. | 15.99% | 4.74% | 64.42% | 4.10% | 21.23% | 23.75% | -30.77% | 44.43% | -11.18% | -10.56% |
ASG Liberty All-Star Growth | 2.87% | 2.21% | 16.78% | 16.23% | -40.91% | 22.60% | 37.99% | 60.54% | -14.35% | 44.64% |
Correlation
The correlation between KMI and ASG is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 14, 2011 | 0.35 |
The correlation between KMI and ASG shifts across timeframes, from -0.01 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KMI:
$69.62B
ASG:
$328.14M
KMI:
$1.53
ASG:
$1.04
KMI:
20.46
ASG:
5.03
KMI:
3.97
ASG:
4.83
KMI:
2.22
ASG:
0.89
KMI:
$17.52B
ASG:
$67.50M
KMI:
$5.86B
ASG:
$57.76M
KMI:
$6.90B
ASG:
$61.00M
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Return for Risk
KMI vs. ASG — Risk / Return Rank
KMI
ASG
KMI vs. ASG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinder Morgan, Inc. (KMI) and Liberty All-Star Growth (ASG). 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.
| KMI | ASG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.38 | ||
| Sortino ratioReturn per unit of downside risk | +0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.45 | +0.98 |
| Martin ratioReturn relative to average drawdown | 2.87 | 1.68 | +1.19 |
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
| KMI | ASG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.40 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | -0.05 | +0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.46 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.21 | -0.04 |
Drawdowns
KMI vs. ASG - Drawdown Comparison
The maximum KMI drawdown since its inception was -72.70%, which is greater than ASG's maximum drawdown of -66.77%. Use the drawdown chart below to compare losses from any high point for KMI and ASG.
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Drawdown Indicators
| KMI | ASG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.70% | -66.77% | -5.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -15.77% | +4.66% |
Max Drawdown (3Y)Largest decline over 3 years | -18.40% | -25.25% | +6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.31% | -45.91% | +25.60% |
Max Drawdown (10Y)Largest decline over 10 years | -55.13% | -45.91% | -9.22% |
Current DrawdownCurrent decline from peak | -8.80% | -20.05% | +11.25% |
Average DrawdownAverage peak-to-trough decline | -32.04% | -17.61% | -14.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 4.23% | +1.30% |
Volatility
KMI vs. ASG - Volatility Comparison
Kinder Morgan, Inc. (KMI) has a higher volatility of 6.99% compared to Liberty All-Star Growth (ASG) at 5.68%. This indicates that KMI's price experiences larger fluctuations and is considered to be riskier than ASG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KMI | ASG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 5.68% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 13.94% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 17.79% | +2.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.59% | 22.87% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.73% | 25.09% | +2.64% |
Dividends
KMI vs. ASG - Dividend Comparison
KMI's dividend yield for the trailing twelve months is around 3.76%, less than ASG's 9.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASG Liberty All-Star Growth | 9.00% | 8.68% | 8.32% | 8.14% | 10.14% | 11.33% | 7.68% | 7.08% | 10.48% | 7.58% | 8.61% | 16.81% |
KMI Kinder Morgan, Inc. | 3.76% | 4.24% | 4.18% | 6.38% | 6.10% | 6.76% | 7.59% | 4.49% | 4.71% | 2.77% | 2.41% | 12.94% |
Financials
KMI vs. ASG - Financials Comparison
This section allows you to compare key financial metrics between Kinder Morgan, Inc. and Liberty All-Star Growth. 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
Frequently Asked Questions
KMI and ASG have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KMI has higher volatility (6.99%) compared to ASG (5.68%). In terms of maximum drawdown, KMI dropped -72.70% vs ASG's -66.77%.
KMI currently has the higher Sharpe Ratio (0.78 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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