USA vs. RITM
USA (Liberty All-Star Equity Fund) and RITM (Rithm Capital Corp.) are both stocks. USA operates in Asset Management (Financial Services), while RITM operates in REIT - Mortgage (Real Estate). Over the past 10 years, USA returned 12.13%/yr vs 7.00%/yr for RITM. At a 0.46 correlation, their price movements are largely independent.
Performance
USA vs. RITM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, USA achieves a -3.46% return, which is significantly higher than RITM's -12.31% return. Over the past 10 years, USA has outperformed RITM with an annualized return of 12.13%, while RITM has yielded a comparatively lower 7.00% annualized return.
USA
- 1D
- -0.52%
- 1M
- 0.17%
- YTD
- -3.46%
- 6M
- -1.58%
- 1Y
- -4.32%
- 3Y*
- 7.82%
- 5Y*
- 1.42%
- 10Y*
- 12.13%
RITM
- 1D
- 0.76%
- 1M
- 1.97%
- YTD
- -12.31%
- 6M
- -11.98%
- 1Y
- -9.45%
- 3Y*
- 10.36%
- 5Y*
- 6.69%
- 10Y*
- 7.00%
USA vs. RITM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | -3.46% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
RITM Rithm Capital Corp. | -12.31% | 10.06% | 11.07% | 45.60% | -14.44% | 17.07% | -34.36% | 28.46% | -10.35% | 27.83% |
Correlation
The correlation between USA and RITM is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since May 2, 2013 | 0.46 |
The correlation between USA and RITM shifts across timeframes, from 0.40 (1 year) to 0.54 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
USA:
$1.73B
RITM:
$5.27B
USA:
$1.42
RITM:
$1.31
USA:
4.04
RITM:
7.10
USA:
4.81
RITM:
0.92
USA:
0.84
RITM:
0.70
USA:
$355.74M
RITM:
$5.61B
USA:
$329.90M
RITM:
$4.84B
USA:
$305.11M
RITM:
$1.91B
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
USA vs. RITM — Risk / Return Rank
USA
RITM
USA vs. RITM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and Rithm Capital Corp. (RITM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USA | RITM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 0.93 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.39 | +0.07 |
| Martin ratioReturn relative to average drawdown | -0.76 | -0.85 | +0.09 |
Loading charts...
Drawdowns
USA vs. RITM - Drawdown Comparison
The maximum USA drawdown since its inception was -69.15%, smaller than the maximum RITM drawdown of -81.11%. Use the drawdown chart below to compare losses from any high point for USA and RITM.
Loading charts...
Drawdown Indicators
| USA | RITM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.15% | -81.11% | +11.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -27.31% | +12.03% |
Max Drawdown (3Y)Largest decline over 3 years | -17.69% | -27.31% | +9.62% |
Max Drawdown (5Y)Largest decline over 5 years | -34.05% | -36.61% | +2.56% |
Max Drawdown (10Y)Largest decline over 10 years | -47.07% | -81.11% | +34.04% |
Current DrawdownCurrent decline from peak | -8.65% | -20.77% | +12.12% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -15.96% | +4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 12.58% | -6.15% |
Volatility
USA vs. RITM - Volatility Comparison
The current volatility for Liberty All-Star Equity Fund (USA) is 3.16%, while Rithm Capital Corp. (RITM) has a volatility of 7.23%. This indicates that USA experiences smaller price fluctuations and is considered to be less risky than RITM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| USA | RITM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 7.23% | -4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 19.11% | -8.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 22.51% | -8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 27.49% | -7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.56% | 40.17% | -17.61% |
Dividends
USA vs. RITM - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 11.85%, more than RITM's 10.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITM Rithm Capital Corp. | 10.74% | 9.17% | 9.23% | 9.36% | 12.24% | 8.40% | 5.03% | 12.41% | 14.07% | 11.07% | 11.70% | 14.39% |
USA Liberty All-Star Equity Fund | 11.85% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Financials
USA vs. RITM - Financials Comparison
This section allows you to compare key financial metrics between Liberty All-Star Equity Fund and Rithm Capital Corp.. 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
USA vs. RITM - Profitability Comparison
USA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
RITM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rithm Capital Corp. reported a gross profit of 949.57M and revenue of 1.38B. Therefore, the gross margin over that period was 68.8%.
USA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
RITM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rithm Capital Corp. reported an operating income of 142.52M and revenue of 1.38B, resulting in an operating margin of 10.3%.
USA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
RITM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rithm Capital Corp. reported a net income of 109.48M and revenue of 1.38B, resulting in a net margin of 7.9%.
Frequently Asked Questions
USA and RITM have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RITM has higher volatility (7.23%) compared to USA (3.16%). In terms of maximum drawdown, USA dropped -69.15% vs RITM's -81.11%.
USA currently has the higher Sharpe Ratio (-0.36 vs -0.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for USA and RITM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer