USA vs. PJP

In the year-to-date period, USA achieves a 23.77% return, which is significantly higher than PJP's 10.84% return. Over the past 10 years, USA has outperformed PJP with an annualized return of 12.71%, while PJP has yielded a comparatively lower 3.80% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and Invesco Dynamic Pharmaceuticals ETF (PJP). 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 2.05, which is comparable to the PJP Sharpe Ratio of 1.60. The chart below compares the historical Sharpe Ratios of USA and PJP, 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 9.97%, more than PJP's 0.92% yield.

The maximum USA drawdown since its inception was -69.06%, which is greater than PJP's maximum drawdown of -37.06%. Use the drawdown chart below to compare losses from any high point for USA and PJP. For additional features, visit the drawdowns tool.

Liberty All-Star Equity Fund (USA) and Invesco Dynamic Pharmaceuticals ETF (PJP) have volatilities of 4.36% and 4.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.