MSD vs. USA
Compare and contrast key facts about Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) and Liberty All-Star Equity Fund (USA).
Performance
MSD vs. USA - Performance Comparison
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MSD vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. | -1.99% | 5.58% | 24.92% | 19.14% | -22.10% | 2.20% | 0.73% | 24.38% | -12.31% | 16.33% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Fundamentals
MSD:
$143.64M
USA:
$1.70B
MSD:
$1.85
USA:
$1.42
MSD:
3.83
USA:
3.97
MSD:
3.72
USA:
4.72
MSD:
0.90
USA:
0.82
MSD:
$38.58M
USA:
$355.74M
MSD:
$35.05M
USA:
$329.90M
MSD:
$30.02M
USA:
$305.11M
Returns By Period
In the year-to-date period, MSD achieves a -1.99% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, MSD has underperformed USA with an annualized return of 5.47%, while USA has yielded a comparatively higher 11.94% annualized return.
MSD
- 1D
- 1.14%
- 1M
- -6.18%
- YTD
- -1.99%
- 6M
- 0.02%
- 1Y
- -4.31%
- 3Y*
- 15.14%
- 5Y*
- 4.51%
- 10Y*
- 5.47%
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
MSD vs. USA — Risk / Return Rank
MSD
USA
MSD vs. USA - Risk-Adjusted Trends 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.
| MSD | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.32 | -0.29 | -0.04 |
Sortino ratioReturn per unit of downside risk | -0.33 | -0.30 | -0.03 |
Omega ratioGain probability vs. loss probability | 0.95 | 0.96 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.29 | -0.28 | -0.01 |
Martin ratioReturn relative to average drawdown | -0.73 | -0.76 | +0.03 |
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
| MSD | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | -0.29 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.18 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.53 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.33 | +0.02 |
Correlation
The correlation between MSD and USA is 0.29, 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.
Dividends
MSD vs. USA - Dividend Comparison
MSD's dividend yield for the trailing twelve months is around 9.15%, less than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. | 9.15% | 9.88% | 11.88% | 10.90% | 7.34% | 4.99% | 4.67% | 5.37% | 6.56% | 5.81% | 6.87% | 7.03% |
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
MSD vs. USA - Drawdown Comparison
The maximum MSD drawdown since its inception was -58.51%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for MSD and USA.
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Drawdown Indicators
| MSD | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.51% | -69.15% | +10.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -15.28% | +3.75% |
Max Drawdown (5Y)Largest decline over 5 years | -33.89% | -34.05% | +0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -37.50% | -47.07% | +9.57% |
Current DrawdownCurrent decline from peak | -8.67% | -12.67% | +4.00% |
Average DrawdownAverage peak-to-trough decline | -11.33% | -11.53% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 5.64% | -0.53% |
Volatility
MSD vs. USA - Volatility Comparison
The current volatility for Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) is 5.04%, while Liberty All-Star Equity Fund (USA) has a volatility of 5.71%. 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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Volatility by Period
| MSD | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.04% | 5.71% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 10.53% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.36% | 17.40% | -4.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 20.72% | -6.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.68% | 22.54% | -7.86% |
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