(USA) Liberty All Star - Performance 9.2% in 12m

USA performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 59.60%
#4 in Peer-Group
Rel. Strength 53.05%
#3488 in Stock-Universe
Total Return 12m 9.24%
#4 in Peer-Group
Total Return 5y 100.87%
#4 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 7.01 USD
52 Week Low 5.77 USD
Sentiment Value
VRO Trend Strength +-100 68.80
Buy/Sell Signal +-5 1.41
Support / Resistance Levels
Support
Resistance
12m Total Return: USA (9.2%) vs QQQ (14.5%)
Total Return of Liberty All Star versus its related sector ETF QQQ
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (USA) Liberty All Star - Performance 9.2% in 12m

Top Performer in Large Growth

Short Term Performance

Symbol 1w 1m 3m
USA 3.52% 1.65% 4.32%
ADX 3.72% 5.29% 14.4%

Long Term Performance

Symbol 6m 12m 5y
USA 1.47% 9.24% 101%
ADX 9.80% 16.7% 113%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
ADX NYSE
Adams Diversified Equity
5.29% 16.7% 113% - - - - -
USA NYSE
Liberty All Star Equity
1.65% 9.24% 101% - - - - -

Performance Comparison: USA vs QQQ vs S&P 500

QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for USA
Total Return (including Dividends) USA QQQ S&P 500
1 Month 1.65% 5.27% 4.33%
3 Months 4.32% 13.93% 8.76%
12 Months 9.24% 14.45% 13.95%
5 Years 100.87% 132.76% 116.91%

Trend Score (consistency of price movement) USA QQQ S&P 500
1 Month 12.2% 75.5% 79.1%
3 Months 82.8% 94% 91.7%
12 Months 24.9% 41.9% 44%
5 Years 68.5% 76.7% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. QQQ vs. S&P 500
1 Month %th0.00 -3.44% -2.57%
3 Month %th0.00 -8.43% -4.08%
12 Month %th0.00 -4.55% -4.13%
5 Years %th0.00 -13.70% -7.39%

FAQs

Does Liberty All Star (USA) outperform the market?

No, over the last 12 months USA made 9.24%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.45%. Over the last 3 months USA made 4.32%, while QQQ made 13.93%.

Performance Comparison USA vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

USA vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0% -2.7% -2.5% -5%
US NASDAQ 100 QQQ -0.6% -3.6% -3.7% -5%
German DAX 40 DAX 0.6% 2.5% -18.4% -22%
Shanghai Shenzhen CSI 300 CSI 300 1.2% -1.2% 0.3% -8%
Hongkong Hang Seng HSI -1.3% -5.8% -19.9% -27%
India NIFTY 50 INDA -0.1% -0.8% -3.7% 8%
Brasil Bovespa EWZ 1.8% -0.8% -25.6% 1%

USA vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -1.4% -4.4% -8.8% -17%
Consumer Discretionary XLY -0.5% 0.6% 5.9% -10%
Consumer Staples XLP 3.4% 3.2% -1.3% 2%
Energy XLE 6.9% -2.3% -1% 12%
Financial XLF 0% -0.7% -5.8% -19%
Health Care XLV 2% -0.2% 4.3% 16%
Industrial XLI 0.1% -1.1% -9.4% -13%
Materials XLB 1.3% 0.4% -3% 8%
Real Estate XLRE 4.3% 1.2% -1.5% -2%
Technology XLK -0.9% -6.5% -4.5% -2%
Utilities XLU 2.1% 1.4% -6.9% -12%
Aerospace & Defense XAR -2.2% -7.4% -22.9% -41%
Biotech XBI 2.8% -3% 10.6% 20%
Homebuilder XHB -0.5% -0.3% 7.2% 11%
Retail XRT 2.8% 0.2% 5.3% 5%

USA vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 15.4% -7.27% 2.24% 18%
Natural Gas UNG 9.9% 4.8% -3.5% 17%
Gold GLD 6.4% 2.7% -23.3% -31%
Silver SLV 3.8% -6.3% -20.4% -14%
Copper CPER -1% -5.2% -21.3% -8%

USA vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.5% -0.7% -0.7% 12%
iShares High Yield Corp. Bond HYG 2.8% 0% -3.3% -1%