Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XASGX (Liberty All Star Growth Fund) | 7.55% | 14.95% | 12.19% | 2.70% | 11.19% | 8.28% | 5.19% | … | … |
Data as of 06/03/2026, Common starting date is 05/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XASGX (Liberty All Star Growth Fund) | 05/12/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | 14.95 | 12.19 | 2.70 | 11.19 | 8.28 | 5.19 | … | … | 7.55 | 3.99 | 15.03 | 18.91 | -31.37 | 16.34 | 41.82 | 35.56 | -5.65 | 27.89 | -3.81 | -11.02 | 2.11 | 36.18 | 8.79 | -7.22 | 14.25 | 23.46 | -46.27 | 5.98 | -4.69 | -5.09 | -3.38 | 19.67 | -34.54 | -23.55 | -19.42 | 3.13 |
| Sharpe Ratio | NA | 0.79 | 0.51 | 0.00 | 0.46 | NA | NA | … | … | 0.81 | 0.05 | 0.72 | 0.96 | -1.09 | 0.91 | 1.16 | 2.24 | -0.35 | 2.83 | -0.23 | -0.63 | 0.13 | 2.71 | 0.54 | -0.26 | 0.72 | 0.90 | -1.24 | 0.16 | -0.35 | -0.56 | -0.27 | 0.90 | -1.09 | -0.77 | -0.73 | 0.08 |
| Standard Deviation(%) | NA | 16.93 | 18.32 | 20.93 | 21.27 | NA | NA | … | … | 20.36 | 21.66 | 15.82 | 16.10 | 30.26 | 17.90 | 35.79 | 15.20 | 20.05 | 9.67 | 17.78 | 17.52 | 16.30 | 13.34 | 16.38 | 28.31 | 19.76 | 25.91 | 37.83 | 18.22 | 23.50 | 13.11 | 16.44 | 21.10 | 32.69 | 34.11 | 32.39 | 18.36 |
| Draw Down(%) | NA | 14.56 | 25.35 | 39.61 | 39.61 | NA | NA | … | … | 14.23 | 25.35 | 9.11 | 15.13 | 36.22 | 10.48 | 35.03 | 8.46 | 26.68 | 4.77 | 20.24 | 17.73 | 13.56 | 5.28 | 14.85 | 24.35 | 16.40 | 23.05 | 54.06 | 12.59 | 17.48 | 12.56 | 21.31 | 16.87 | 45.13 | 44.59 | 32.91 | 14.76 |
| Yield(%) | 0.00 | 8.23 | 8.39 | 6.78 | 10.79 | 8.18 | 5.12 | … | … | 3.90 | 7.54 | 8.29 | 8.22 | 6.08 | 12.98 | 10.10 | 9.37 | 8.07 | 8.70 | 0.00 | 1.41 | 5.65 | 4.95 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XASGX (Liberty All Star Growth Fund) |
-28.83%
Mar 2000 – Mar 2003 |
-16.95%
Apr 2000 – Apr 2005 |
-12.64%
Aug 2000 – Aug 2010 |
-5.65%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XASGX (Liberty All Star Growth Fund) |
30.78%
Dec 2018 – Dec 2021 |
24.42%
Oct 2016 – Oct 2021 |
14.45%
Sep 2011 – Sep 2021 |
10.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart