SFL vs. USA
Compare and contrast key facts about SFL Corporation Ltd. (SFL) and Liberty All-Star Equity Fund (USA).
Performance
SFL vs. USA - Performance Comparison
Loading graphics...
SFL vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFL SFL Corporation Ltd. | 38.74% | -14.49% | -0.83% | 34.55% | 23.52% | 39.84% | -51.90% | 53.41% | -24.82% | 16.81% |
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
SFL:
$1.41B
USA:
$1.70B
SFL:
-$0.20
USA:
$1.42
SFL:
1.96
USA:
4.72
SFL:
1.47
USA:
0.82
SFL:
$719.75M
USA:
$355.74M
SFL:
$239.28M
USA:
$329.90M
SFL:
$406.71M
USA:
$305.11M
Returns By Period
In the year-to-date period, SFL achieves a 38.74% return, which is significantly higher than USA's -7.72% return. Over the past 10 years, SFL has underperformed USA with an annualized return of 7.61%, while USA has yielded a comparatively higher 11.94% annualized return.
SFL
- 1D
- -1.48%
- 1M
- -3.86%
- YTD
- 38.74%
- 6M
- 45.61%
- 1Y
- 42.83%
- 3Y*
- 14.42%
- 5Y*
- 15.62%
- 10Y*
- 7.61%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SFL vs. USA — Risk / Return Rank
SFL
USA
SFL vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SFL Corporation Ltd. (SFL) 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.
| SFL | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | -0.29 | +1.49 |
Sortino ratioReturn per unit of downside risk | 1.70 | -0.30 | +2.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.96 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | -0.28 | +1.94 |
Martin ratioReturn relative to average drawdown | 4.02 | -0.76 | +4.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SFL | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | -0.29 | +1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.18 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.53 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.33 | -0.12 |
Correlation
The correlation between SFL and USA is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SFL vs. USA - Dividend Comparison
SFL's dividend yield for the trailing twelve months is around 8.18%, less than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFL SFL Corporation Ltd. | 8.18% | 12.04% | 10.47% | 8.60% | 9.54% | 7.73% | 15.92% | 9.63% | 13.30% | 10.32% | 12.12% | 10.50% |
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
SFL vs. USA - Drawdown Comparison
The maximum SFL drawdown since its inception was -85.65%, which is greater than USA's maximum drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for SFL and USA.
Loading graphics...
Drawdown Indicators
| SFL | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.65% | -69.15% | -16.50% |
Max Drawdown (1Y)Largest decline over 1 year | -26.06% | -15.28% | -10.78% |
Max Drawdown (5Y)Largest decline over 5 years | -46.05% | -34.05% | -12.00% |
Max Drawdown (10Y)Largest decline over 10 years | -55.33% | -47.07% | -8.26% |
Current DrawdownCurrent decline from peak | -10.79% | -12.67% | +1.88% |
Average DrawdownAverage peak-to-trough decline | -20.07% | -11.53% | -8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.75% | 5.64% | +5.11% |
Volatility
SFL vs. USA - Volatility Comparison
SFL Corporation Ltd. (SFL) has a higher volatility of 8.08% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that SFL'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.
Loading graphics...
Volatility by Period
| SFL | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 5.71% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 21.60% | 10.53% | +11.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.89% | 17.40% | +18.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.54% | 20.72% | +9.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.65% | 22.54% | +11.11% |
Financials
SFL vs. USA - Financials Comparison
This section allows you to compare key financial metrics between SFL Corporation Ltd. 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
SFL vs. USA - Profitability Comparison
SFL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SFL Corporation Ltd. reported a gross profit of 99.74M and revenue of 170.69M. Therefore, the gross margin over that period was 58.4%.
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%.
SFL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SFL Corporation Ltd. reported an operating income of 31.81M and revenue of 170.69M, resulting in an operating margin of 18.6%.
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%.
SFL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SFL Corporation Ltd. reported a net income of -4.65M and revenue of 170.69M, resulting in a net margin of -2.7%.
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%.