USA vs. ROM

In the year-to-date period, USA achieves a 1.44% return, which is significantly higher than ROM's -5.34% return. Over the past 10 years, USA has underperformed ROM with an annualized return of 12.18%, while ROM has yielded a comparatively higher 29.16% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and ProShares Ultra Technology (ROM). 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 0.50, which is higher than the ROM Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of USA and ROM, 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 10.12%, more than ROM's 0.23% yield.

The maximum USA drawdown since its inception was -69.05%, smaller than the maximum ROM drawdown of -83.36%. Use the drawdown chart below to compare losses from any high point for USA and ROM. For additional features, visit the drawdowns tool.

The current volatility for Liberty All-Star Equity Fund (USA) is 5.56%, while ProShares Ultra Technology (ROM) has a volatility of 14.84%. This indicates that USA experiences smaller price fluctuations and is considered to be less risky than ROM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.