USA vs. HCKAX

The year-to-date returns for both stocks are quite close, with USA having a -1.58% return and HCKAX slightly lower at -1.59%. Over the past 10 years, USA has outperformed HCKAX with an annualized return of 11.97%, while HCKAX has yielded a comparatively lower 1.25% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and Hartford Checks and Balances Fund (HCKAX). 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 0.31, which is comparable to the HCKAX Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of USA and HCKAX, 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 10.43%, more than HCKAX's 3.16% yield.

The maximum USA drawdown since its inception was -69.05%, which is greater than HCKAX's maximum drawdown of -41.53%. Use the drawdown chart below to compare losses from any high point for USA and HCKAX. For additional features, visit the drawdowns tool.

Liberty All-Star Equity Fund (USA) has a higher volatility of 6.49% compared to Hartford Checks and Balances Fund (HCKAX) at 4.25%. This indicates that USA's price experiences larger fluctuations and is considered to be riskier than HCKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.