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XASGX: Liberty All Star Growth Fund (MUTUAL FUND)
Basic Info 5.54 0.14(2.46%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 05/12/1999 |
Last Dividend Date: | 11/18/2021 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.6 | -4.3 | 1.7 | -11.7 | 2.7 | 4.7 | 7.4 | 1.8 | -1.1 | 10.5 | -36.4 | 9.6 | 41.8 | 35.6 | -5.6 | 27.9 | -3.8 | -11.0 | 2.1 | 36.2 | 8.8 | -7.2 | 14.2 | 23.5 | -46.3 | 6.0 | -4.7 | -5.1 | -3.4 | 19.7 | -34.5 | -23.6 | -19.4 | 3.1 |
Sharpe Ratio | NA | -0.04 | 0.29 | -0.53 | 0.09 | 0.21 | NA | NA | -0.1 | 0.37 | -1.24 | 0.54 | 1.17 | 2.25 | -0.35 | 2.83 | -0.23 | -0.63 | 0.13 | 2.71 | 0.54 | -0.26 | 0.72 | 0.9 | -1.24 | 0.16 | -0.34 | -0.55 | -0.26 | 0.9 | -1.09 | -0.77 | -0.73 | 0.09 |
Draw Down(%) | NA | 4.3 | 16.7 | 44.0 | 44.0 | 44.0 | NA | NA | 83.0 | 16.7 | 40.0 | 10.5 | 35.0 | 8.5 | 26.7 | 4.8 | 20.2 | 17.7 | 13.6 | 5.3 | 14.8 | 24.4 | 16.4 | 23.1 | 54.1 | 12.6 | 17.5 | 12.6 | 21.3 | 16.9 | 45.1 | 44.6 | 32.9 | 14.8 |
Standard Deviation(%) | NA | 15.5 | 15.4 | 22.2 | 24.6 | 20.9 | NA | NA | 23.3 | 17.0 | 30.7 | 17.8 | 35.4 | 15.2 | 20.1 | 9.7 | 17.8 | 17.5 | 16.3 | 13.3 | 16.4 | 28.3 | 19.8 | 25.9 | 37.8 | 18.2 | 23.5 | 13.1 | 16.4 | 21.1 | 32.7 | 34.1 | 32.4 | 18.4 |
Treynor Ratio | NA | -0.01 | 0.04 | -0.11 | 0.02 | 0.04 | NA | NA | -0.02 | 0.06 | -0.35 | 0.11 | 0.42 | 0.3 | -0.06 | 0.23 | -0.03 | -0.11 | 0.02 | 0.34 | 0.08 | -0.07 | 0.14 | 0.27 | -0.53 | 0.03 | -0.06 | -0.07 | -0.03 | 0.16 | -0.29 | -0.19 | -0.19 | 0.02 |
Alpha | NA | -0.09 | -0.06 | -0.07 | -0.03 | -0.02 | NA | NA | -0.03 | -0.06 | -0.08 | -0.04 | 0.07 | 0.0 | 0.0 | 0.01 | -0.07 | -0.05 | -0.05 | 0.0 | -0.04 | -0.03 | -0.01 | -0.01 | -0.08 | 0.0 | -0.08 | -0.04 | -0.07 | -0.06 | -0.05 | -0.03 | -0.02 | -0.05 |
Beta | NA | 1.11 | 1.04 | 1.04 | 1.01 | 1.04 | NA | NA | 1.06 | 1.08 | 1.09 | 0.85 | 0.98 | 1.12 | 1.08 | 1.2 | 1.19 | 0.97 | 1.26 | 1.08 | 1.16 | 1.11 | 1.02 | 0.88 | 0.89 | 1.03 | 1.25 | 1.06 | 1.28 | 1.19 | 1.23 | 1.39 | 1.21 | 1.0 |
RSquared | NA | 0.72 | 0.67 | 0.7 | 0.81 | 0.8 | NA | NA | 0.81 | 0.74 | 0.79 | 0.44 | 0.94 | 0.88 | 0.83 | 0.77 | 0.83 | 0.73 | 0.83 | 0.84 | 0.87 | 0.93 | 0.93 | 0.91 | 0.94 | 0.82 | 0.32 | 0.73 | 0.79 | 0.87 | 0.88 | 0.82 | 0.8 | 0.81 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 6.6 | 10.1 | 9.4 | 8.1 | 8.7 | 0.0 | 1.4 | 5.7 | 4.9 | 1.6 | 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 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -17.5 | 37.0 | 0.0 | 9.5 | N/A | -100.0 | -75.8 | 43.5 | 228.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/1999
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