USA vs. ASG

In the year-to-date period, USA achieves a 20.99% return, which is significantly higher than ASG's 17.81% return. Over the past 10 years, USA has outperformed ASG with an annualized return of 12.23%, while ASG has yielded a comparatively lower 11.21% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and Liberty All-Star Growth (ASG). 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.

The current USA Sharpe Ratio is 1.59, which is higher than the ASG Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of USA and ASG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USA's dividend yield for the trailing twelve months is around 10.20%, more than ASG's 8.25% yield.

The maximum USA drawdown since its inception was -69.06%, which is greater than ASG's maximum drawdown of -63.67%. Use the drawdown chart below to compare losses from any high point for USA and ASG. For additional features, visit the drawdowns tool.

The current volatility for Liberty All-Star Equity Fund (USA) is 4.18%, while Liberty All-Star Growth (ASG) has a volatility of 5.03%. This indicates that USA experiences smaller price fluctuations and is considered to be less risky than ASG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Liberty All-Star Equity Fund and Liberty All-Star Growth. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.