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.
Key characteristics
| MSD | USA | |
|---|---|---|
| YTD Return | 4.82% | 12.20% |
| 1Y Return | 24.36% | 26.34% |
| 3Y Return (Ann) | 0.11% | 4.40% |
| 5Y Return (Ann) | 2.19% | 12.90% |
| 10Y Return (Ann) | 3.10% | 12.33% |
| Sharpe Ratio | 1.79 | 1.69 |
| Daily Std Dev | 13.16% | 15.06% |
| Max Drawdown | -52.67% | -69.38% |
| Current Drawdown | -6.80% | -2.44% |
Fundamentals
| MSD | USA | |
|---|---|---|
| Market Cap | $151.88M | $1.75B |
| EPS | $0.08 | $1.56 |
| PE Ratio | 5.56 | 5.33 |
| PEG Ratio | 0.00 | 0.00 |
| Revenue (TTM) | $0.00 | $0.00 |
| Gross Profit (TTM) | $0.00 | $0.00 |
Correlation
The correlation between MSD and USA is 0.28, 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
In the year-to-date period, MSD achieves a 4.82% return, which is significantly lower than USA's 12.20% return. Over the past 10 years, MSD has underperformed USA with an annualized return of 3.10%, while USA has yielded a comparatively higher 12.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
MSD vs. USA - Dividend Comparison
MSD's dividend yield for the trailing twelve months is around 11.44%, more than USA's 9.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSD Morgan Stanley Emerging Markets Debt Fund, Inc. | 11.44% | 10.90% | 7.34% | 4.99% | 4.67% | 5.37% | 6.56% | 5.81% | 6.87% | 7.03% | 6.27% | 10.17% |
USA Liberty All-Star Equity Fund | 9.72% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% | 5.90% |
Drawdowns
MSD vs. USA - Drawdown Comparison
The maximum MSD drawdown since its inception was -52.67%, smaller than the maximum USA drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for MSD and USA. For additional features, visit the drawdowns tool.
Volatility
MSD vs. USA - Volatility Comparison
The current volatility for Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD) is 3.06%, while Liberty All-Star Equity Fund (USA) has a volatility of 4.23%. 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.
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