Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USA (Liberty All Star Equity Closed Fund) | 4.76% | 11.01% | 13.04% | 14.64% | 12.68% | 13.74% | 8.24% | 10.53% |
Data as of 07/03/2025, AR inception is 11/05/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USA (Liberty All Star Equity Closed Fund) | 11/05/1987 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.27 | 11.01 | 13.04 | 14.64 | 12.68 | 13.74 | 8.24 | 10.53 | 4.76 | 20.81 | 23.17 | -25.20 | 35.73 | 11.52 | 39.70 | -5.06 | 34.66 | 6.22 | -2.14 | 7.08 | 33.56 | 21.14 | -7.99 | 24.73 | 34.56 | -44.03 | -5.51 | 11.75 | -7.01 | 11.19 | 56.88 | -33.98 | -1.52 | 26.05 | -4.79 | 7.85 | 31.22 | 14.39 | 43.96 | -16.79 | 10.11 | 14.30 | 53.96 | 6.08 | 25.20 | 33.44 | -7.11 |
| Sharpe Ratio | NA | 0.42 | 0.52 | 0.60 | 0.48 | NA | NA | 0.36 | 0.32 | 1.01 | 1.08 | -0.90 | 1.64 | 0.24 | 2.93 | -0.34 | 3.81 | 0.38 | -0.13 | 0.54 | 2.59 | 1.39 | -0.33 | 1.18 | 1.10 | -1.01 | -0.44 | 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 |
| Standard Deviation(%) | NA | 18.41 | 19.27 | 21.07 | 23.17 | NA | NA | 22.56 | 20.96 | 14.03 | 17.65 | 29.64 | 21.80 | 47.38 | 13.07 | 18.94 | 8.96 | 15.77 | 16.16 | 13.12 | 12.94 | 15.36 | 24.21 | 20.90 | 31.35 | 44.16 | 19.53 | 10.46 | 10.52 | 15.17 | 19.65 | 32.44 | 24.06 | 20.52 | 15.69 | 23.35 | 16.28 | 16.68 | 18.00 | 19.49 | 14.93 | 18.55 | 20.74 | 24.39 | 25.96 | 33.62 | 56.25 |
| Draw Down(%) | NA | 17.69 | 21.26 | 33.14 | 47.17 | NA | NA | 69.14 | 17.69 | 7.18 | 17.54 | 29.83 | 11.14 | 47.17 | 6.96 | 25.80 | 3.81 | 17.32 | 14.44 | 10.47 | 7.73 | 13.24 | 24.78 | 19.24 | 34.72 | 59.68 | 22.02 | 13.95 | 11.55 | 18.49 | 13.64 | 50.03 | 27.57 | 9.89 | 17.81 | 23.77 | 14.15 | 12.88 | 4.88 | 19.07 | 4.44 | 9.19 | 4.82 | 14.19 | 10.23 | 14.61 | 19.36 |
| Yield(%) | 0.00 | 9.86 | 10.08 | 12.07 | 11.26 | 13.89 | 6.27 | 12.05 | 4.57 | 11.23 | 10.52 | 8.23 | 12.22 | 9.18 | 12.27 | 10.81 | 10.67 | 9.20 | 8.54 | 6.67 | 7.07 | 7.41 | 6.85 | 7.01 | 8.59 | 9.34 | 10.87 | 10.49 | 6.68 | 9.34 | 11.24 | 7.79 | 9.55 | 12.69 | 10.74 | 10.49 | 11.82 | 10.23 | 12.06 | 8.98 | 9.60 | 10.07 | 13.16 | 10.74 | 13.32 | 9.65 | 3.70 |
Data as of 07/03/2025, AR inception is 11/05/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USA (Liberty All Star Equity Closed Fund) |
-24.05%
Feb 2006 - Feb 2009 |
-15.50%
Feb 2004 - Feb 2009 |
-5.23%
Feb 1999 - Feb 2009 |
0.78%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USA (Liberty All Star Equity Closed Fund) |
32.95%
Feb 2009 - Feb 2012 |
27.18%
Feb 2009 - Feb 2014 |
19.97%
Dec 1987 - Dec 1997 |
16.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart