RGEN vs. USA
Compare and contrast key facts about Repligen Corporation (RGEN) and Liberty All-Star Equity Fund (USA).
Performance
RGEN vs. USA - Performance Comparison
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RGEN vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGEN Repligen Corporation | -27.79% | 13.84% | -19.94% | 6.20% | -36.07% | 38.20% | 107.17% | 75.39% | 45.37% | 17.72% |
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
RGEN:
$6.69B
USA:
$1.70B
RGEN:
$0.86
USA:
$1.42
RGEN:
137.57
USA:
3.97
RGEN:
9.06
USA:
4.72
RGEN:
3.18
USA:
0.82
RGEN:
$738.25M
USA:
$355.74M
RGEN:
$386.41M
USA:
$329.90M
RGEN:
$161.65M
USA:
$305.11M
Returns By Period
In the year-to-date period, RGEN achieves a -27.79% return, which is significantly lower than USA's -7.72% return. Over the past 10 years, RGEN has outperformed USA with an annualized return of 15.96%, while USA has yielded a comparatively lower 11.94% annualized return.
RGEN
- 1D
- 0.42%
- 1M
- -5.32%
- YTD
- -27.79%
- 6M
- -18.85%
- 1Y
- -7.92%
- 3Y*
- -11.09%
- 5Y*
- -9.55%
- 10Y*
- 15.96%
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
RGEN vs. USA — Risk / Return Rank
RGEN
USA
RGEN vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Repligen Corporation (RGEN) 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.
| RGEN | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.17 | -0.29 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.10 | -0.30 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.96 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | -0.28 | +0.09 |
Martin ratioReturn relative to average drawdown | -0.45 | -0.76 | +0.30 |
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
| RGEN | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.17 | -0.29 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.19 | 0.18 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.53 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.33 | -0.24 |
Correlation
The correlation between RGEN and USA is 0.21, 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
RGEN vs. USA - Dividend Comparison
RGEN has not paid dividends to shareholders, while USA's dividend yield for the trailing twelve months is around 12.08%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGEN Repligen Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
RGEN vs. USA - Drawdown Comparison
The maximum RGEN drawdown since its inception was -98.28%, which is greater than USA's maximum drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for RGEN and USA.
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Drawdown Indicators
| RGEN | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.28% | -69.15% | -29.13% |
Max Drawdown (1Y)Largest decline over 1 year | -36.07% | -15.28% | -20.79% |
Max Drawdown (5Y)Largest decline over 5 years | -66.41% | -34.05% | -32.36% |
Max Drawdown (10Y)Largest decline over 10 years | -66.41% | -47.07% | -19.34% |
Current DrawdownCurrent decline from peak | -63.51% | -12.67% | -50.84% |
Average DrawdownAverage peak-to-trough decline | -63.36% | -11.53% | -51.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.43% | 5.64% | +9.79% |
Volatility
RGEN vs. USA - Volatility Comparison
Repligen Corporation (RGEN) has a higher volatility of 14.23% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that RGEN'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.
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Volatility by Period
| RGEN | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.23% | 5.71% | +8.52% |
Volatility (6M)Calculated over the trailing 6-month period | 28.35% | 10.53% | +17.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.91% | 17.40% | +30.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 49.99% | 20.72% | +29.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 45.62% | 22.54% | +23.08% |
Financials
RGEN vs. USA - Financials Comparison
This section allows you to compare key financial metrics between Repligen Corporation 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
RGEN vs. USA - Profitability Comparison
RGEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Repligen Corporation reported a gross profit of 104.00M and revenue of 197.91M. Therefore, the gross margin over that period was 52.6%.
USA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Liberty All-Star Equity Fund reported a gross profit of 110.71M and revenue of 119.52M. Therefore, the gross margin over that period was 92.6%.
RGEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Repligen Corporation reported an operating income of 18.00M and revenue of 197.91M, resulting in an operating margin of 9.1%.
USA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Liberty All-Star Equity Fund reported an operating income of 49.78M and revenue of 119.52M, resulting in an operating margin of 41.7%.
RGEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Repligen Corporation reported a net income of 13.00M and revenue of 197.91M, resulting in a net margin of 6.6%.
USA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Liberty All-Star Equity Fund reported a net income of 49.78M and revenue of 119.52M, resulting in a net margin of 41.7%.