Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XUSAX (Liberty All Star Equity Fund) | 0.18% | 4.49% | 12.11% | 5.90% | 10.85% | 8.58% | 4.32% | … | … |
Data as of 06/11/2026, Common starting date is 05/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XUSAX (Liberty All Star Equity Fund) | 05/12/1999 | 06/11/2026 |
| 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 (%) | -1.36 | 4.49 | 12.11 | 5.90 | 10.85 | 8.58 | 4.32 | … | … | 0.18 | 8.62 | 14.09 | 26.08 | -20.42 | 23.16 | 17.85 | 29.54 | -5.33 | 22.02 | -0.81 | -8.26 | 8.08 | 30.99 | 8.86 | -12.30 | 8.80 | 24.23 | -47.83 | -7.88 | -1.02 | -4.84 | 1.86 | 27.87 | -32.96 | -21.86 | -3.13 | -7.43 |
| Sharpe Ratio | NA | 0.25 | 0.65 | 0.20 | 0.48 | NA | NA | … | … | -0.18 | 0.33 | 0.86 | 1.60 | -0.87 | 1.59 | 0.48 | 2.13 | -0.39 | 2.66 | -0.06 | -0.51 | 0.61 | 2.46 | 0.55 | -0.45 | 0.42 | 0.80 | -1.15 | -0.63 | -0.38 | -0.58 | 0.06 | 1.40 | -1.20 | -1.04 | -0.35 | -0.88 |
| Standard Deviation(%) | NA | 12.12 | 14.27 | 17.05 | 18.85 | NA | NA | … | … | 13.42 | 17.39 | 12.14 | 14.12 | 25.20 | 14.55 | 36.63 | 13.17 | 17.13 | 8.06 | 16.38 | 16.41 | 13.18 | 12.58 | 16.08 | 27.47 | 20.57 | 30.17 | 42.18 | 17.44 | 11.87 | 12.27 | 14.29 | 19.45 | 28.41 | 23.70 | 21.18 | 16.87 |
| Draw Down(%) | NA | 11.96 | 17.45 | 28.63 | 36.70 | NA | NA | … | … | 11.96 | 16.67 | 7.29 | 11.49 | 27.69 | 7.05 | 36.70 | 7.16 | 19.74 | 2.90 | 16.83 | 16.45 | 9.88 | 6.38 | 15.73 | 28.01 | 20.18 | 29.48 | 56.75 | 17.34 | 12.92 | 11.08 | 17.67 | 15.86 | 42.37 | 36.29 | 13.07 | 17.08 |
| Yield(%) | 0.00 | 9.86 | 10.79 | 8.50 | 10.73 | 8.69 | 4.42 | … | … | 4.82 | 9.67 | 10.58 | 10.32 | 8.39 | 11.16 | 9.05 | 11.19 | 9.84 | 9.05 | 0.00 | 1.46 | 5.86 | 4.74 | 1.57 | 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 06/11/2026, 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 |
|---|---|---|---|---|
| XUSAX (Liberty All Star Equity Fund) |
-27.83%
Feb 2006 – Feb 2009 |
-18.22%
Feb 2004 – Feb 2009 |
-11.46%
Jun 1999 – Jun 2009 |
-5.03%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XUSAX (Liberty All Star Equity Fund) |
23.42%
Dec 2018 – Dec 2021 |
17.74%
Oct 2016 – Oct 2021 |
12.45%
Sep 2011 – Sep 2021 |
10.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart