MSD vs. USA
Compare and contrast key facts about Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) 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: MSD or USA.
Correlation
The correlation between MSD and USA is 0.32, 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
MSD vs. USA - Performance Comparison
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Key characteristics
MSD:
1.40
USA:
0.48
MSD:
1.84
USA:
0.75
MSD:
1.27
USA:
1.10
MSD:
1.61
USA:
0.47
MSD:
6.25
USA:
1.68
MSD:
3.32%
USA:
4.93%
MSD:
15.26%
USA:
18.32%
MSD:
-52.67%
USA:
-69.05%
MSD:
-5.93%
USA:
-4.52%
Fundamentals
Returns By Period
In the year-to-date period, MSD achieves a 1.73% return, which is significantly higher than USA's 0.99% return. Over the past 10 years, MSD has underperformed USA with an annualized return of 5.17%, while USA has yielded a comparatively higher 12.14% annualized return.
MSD
1.73%
6.42%
5.35%
21.24%
7.81%
5.17%
USA
0.99%
8.47%
-3.43%
8.75%
16.85%
12.14%
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Risk-Adjusted Performance
MSD vs. USA — Risk-Adjusted Performance Rank
MSD
USA
MSD vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) 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.
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Dividends
MSD vs. USA - Dividend Comparison
MSD's dividend yield for the trailing twelve months is around 12.14%, more than USA's 10.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. | 12.14% | 11.88% | 10.92% | 7.34% | 4.99% | 4.68% | 5.37% | 6.56% | 5.81% | 6.87% | 7.04% | 6.27% |
USA Liberty All-Star Equity Fund | 10.16% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
MSD vs. USA - Drawdown Comparison
The maximum MSD drawdown since its inception was -52.67%, smaller than the maximum USA drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for MSD and USA. For additional features, visit the drawdowns tool.
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Volatility
MSD vs. USA - Volatility Comparison
The current volatility for Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) is 5.36%, while Liberty All-Star Equity Fund (USA) has a volatility of 6.34%. This indicates that MSD experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MSD vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Morgan Stanley Emerging Markets Debt Fund, Inc. 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