USA
Price:
$7.29
Market Cap:
$2.06B
Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Inde...[Read more]
Industry
Asset Management
IPO Date
1986-10-24
Stock Exchange
NYSE
Ticker
USA
According to Liberty All-Star Equity Fund’s latest financial reports and current stock price. The company's current ROE is 35.34%. This represents a change of 297.01% compared to the average of 8.90% of the last 4 quarters.
The mean historical ROE of Liberty All-Star Equity Fund over the last ten years is 7.88%. The current 35.34% ROE has changed 348.39% with respect to the historical average. Over the past ten years (40 quarters), USA's ROE was at its highest in in the June 2020 quarter at 16.41%. The ROE was at its lowest in in the March 2022 quarter at -14.37%.
Average
7.88%
Median
11.42%
Minimum
-26.32%
Maximum
23.73%
Discovering the peaks and valleys of Liberty All-Star Equity Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 152.23%
Maximum Annual ROE = 23.73%
Minimum Annual Increase = -583.22%
Minimum Annual ROE = -26.32%
Year | ROE | Change |
---|---|---|
2023 | 21.24% | -180.71% |
2022 | -26.32% | -246.73% |
2021 | 17.94% | 19.06% |
2020 | 15.07% | -36.50% |
2019 | 23.73% | -583.22% |
2018 | -4.91% | -125.99% |
2017 | 18.90% | 152.23% |
2016 | 7.49% | -460.37% |
2015 | -2.08% | -126.76% |
2014 | 7.77% | -70.72% |
The current ROE of Liberty All-Star Equity Fund (USA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
4.29%
5-year avg
10.33%
10-year avg
7.88%
Liberty All-Star Equity Fund’s ROE is less than Adams Diversified Equity Fund, Inc. (26.89%), less than BlackRock Science and Technology Trust II (12.61%), less than Virtus Artificial Intelligence & Technology Opportunities Fund (13.36%), less than Royce Value Trust Inc. (12.08%), less than PIMCO Energy and Tactical Credit Opportunities Fund (24.50%), less than Neuberger Berman Next Generation Connectivity Fund Inc. (12.24%), less than DoubleLine Yield Opportunities Fund (8.29%), less than Highland Global Allocation Fund (6.63%), less than DoubleLine Income Solutions Fund (16.42%), less than Carlyle Secured Lending, Inc. (0%), less than Sixth Street Specialty Lending, Inc. (10.65%), less than Hercules Capital, Inc. (11.90%), less than BlackRock TCP Capital Corp. (17.36%), greater than Trinity Capital Inc. (-4.49%), less than Cohen & Steers REIT and Preferred Income Fund, Inc. (13.08%), less than Cohen & Steers Infrastructure Fund, Inc (14.46%), less than Cohen & Steers Total Return Realty Fund, Inc. (5.68%), less than Reaves Utility Income Fund (8.94%), greater than BlackRock Science and Technology Trust (-1.58%), less than null (21.03%),
Company | ROE | Market cap |
---|---|---|
26.89% | $2.30B | |
12.61% | $1.59B | |
13.36% | $809.76M | |
12.08% | $1.90B | |
24.50% | $905.76M | |
12.24% | $1.03B | |
8.29% | $783.43M | |
6.63% | $172.33M | |
16.42% | $1.31B | |
0% | $857.77M | |
10.65% | $1.94B | |
11.90% | $3.05B | |
17.36% | $774.60M | |
-4.49% | $844.71M | |
13.08% | $1.10B | |
14.46% | $2.48B | |
5.68% | $341.19M | |
8.94% | $2.73B | |
-1.58% | $1.27B | |
21.03% | $0 |
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What is the 3-year average ROE for Liberty All-Star Equity Fund (USA)?
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How does the current ROE for Liberty All-Star Equity Fund (USA) compare to its historical average?