Liberty All-Star Equity Fund

Liberty All-Star Equity Fundverified

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

The ROE as of November 2024 (TTM) for Liberty All-Star Equity Fund (USA) is 35.34%

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.

Liberty All-Star Equity Fund (USA) Historical ROE (quarterly & annually)

How has USA ROE performed in the past?

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%.

Quarterly (TTM)
Annual

Average

7.88%

Median

11.42%

Minimum

-26.32%

Maximum

23.73%

Liberty All-Star Equity Fund (USA) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
202321.24%-180.71%
2022-26.32%-246.73%
202117.94%19.06%
202015.07%-36.50%
201923.73%-583.22%
2018-4.91%-125.99%
201718.90%152.23%
20167.49%-460.37%
2015-2.08%-126.76%
20147.77%-70.72%

Liberty All-Star Equity Fund (USA) Average ROE

How has USA ROE performed in the past?

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 (USA) ROE vs. Peers

How is USA’s ROE compared to its peers?

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%),

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