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USA: Liberty All-Star Equity (CEF)
Basic Info 5.95 0.12(1.98%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/05/1987 |
| Last Dividend Date: | 01/19/2023 |
| 12-Mo. Yield | 9.74% |
| Expenses | - |
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Performance Analytics (As of 03/21/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 9.7 | -9.5 | 32.1 | 12.6 | 13.0 | 10.1 | 10.3 | -17.5 | 37.3 | 13.0 | 39.8 | -5.1 | 34.6 | 6.3 | -2.2 | 7.0 | 33.5 | 21.1 | -8.0 | 24.6 | 34.4 | -44.1 | -5.3 | 11.7 | -7.0 | 11.2 | 56.9 | -34.0 | -1.5 | 26.1 | -4.8 | 7.8 | 31.2 | 14.4 | 44.0 | -16.8 | 10.1 | 14.3 | 54.0 | 6.1 | 25.2 | 33.4 | -7.1 |
| SR | NA | 2.07 | -0.37 | 0.77 | 0.38 | 0.54 | NA | 0.36 | -0.64 | 1.69 | 0.27 | 2.94 | -0.34 | 3.81 | 0.38 | -0.14 | 0.54 | 2.59 | 1.38 | -0.33 | 1.17 | 1.09 | -1.02 | -0.43 | 0.81 | -0.87 | 0.68 | 2.86 | -1.08 | -0.16 | 1.07 | -0.51 | 0.19 | 1.69 | 0.65 | 2.23 | -1.01 | 0.54 | 0.64 | 2.41 | 0.03 | 0.75 | 0.85 | -0.76 |
| DD(%) | NA | 9.6 | 26.2 | 27.2 | 47.1 | 47.1 | NA | 69.2 | 26.2 | 10.4 | 47.1 | 6.9 | 25.8 | 3.8 | 17.3 | 14.5 | 10.5 | 7.7 | 13.3 | 24.8 | 19.2 | 34.8 | 59.7 | 21.8 | 14.0 | 11.6 | 18.5 | 13.6 | 50.0 | 27.6 | 9.9 | 17.8 | 23.8 | 14.1 | 12.9 | 4.9 | 19.1 | 4.4 | 9.2 | 4.8 | 14.2 | 10.2 | 14.6 | 19.4 |
| SD(%) | NA | 21.9 | 29.0 | 31.7 | 28.9 | 22.7 | NA | 22.9 | 29.8 | 22.1 | 47.4 | 13.1 | 18.9 | 9.0 | 15.8 | 16.2 | 13.1 | 12.9 | 15.4 | 24.2 | 20.9 | 31.3 | 44.1 | 19.4 | 10.5 | 10.5 | 15.2 | 19.7 | 32.4 | 24.1 | 20.5 | 15.7 | 23.4 | 16.3 | 16.7 | 18.0 | 19.5 | 14.9 | 18.6 | 20.7 | 24.4 | 26.0 | 33.6 | 56.3 |
| TR | NA | 0.49 | -0.1 | 0.22 | 0.11 | 0.12 | NA | 0.08 | -0.18 | 0.43 | 0.11 | 0.43 | -0.07 | 0.35 | 0.06 | -0.03 | 0.07 | 0.37 | 0.23 | -0.09 | 0.25 | 0.34 | -0.46 | -0.09 | 0.11 | -0.13 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.12 | 0.01 | 0.03 | 0.02 | 0.01 | NA | 0.03 | 0.01 | 0.05 | -0.02 | 0.04 | 0.0 | 0.04 | -0.02 | -0.01 | -0.02 | 0.02 | 0.02 | -0.04 | 0.03 | 0.03 | -0.04 | -0.04 | 0.0 | -0.05 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.93 | 1.05 | 1.09 | 1.04 | 1.02 | NA | 0.98 | 1.05 | 0.87 | 1.11 | 0.89 | 0.92 | 0.97 | 1.03 | 0.89 | 1.0 | 0.9 | 0.92 | 0.92 | 0.96 | 1.0 | 0.98 | 0.88 | 0.74 | 0.73 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.55 | 0.74 | 0.59 | 0.65 | 0.66 | NA | 0.38 | 0.76 | 0.28 | 0.69 | 0.73 | 0.7 | 0.53 | 0.74 | 0.73 | 0.76 | 0.6 | 0.59 | 0.82 | 0.7 | 0.75 | 0.84 | 0.51 | 0.53 | 0.51 | 0.38 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1987
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- USA (Liberty All-Star Equity) 1.98% (94%)
- GRF (Eagle Capital Growth) (94%)
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