Performance analysis of ASG (Liberty All-Star Growth Fund)
Annual Return
Over the past 3 years, ASG has had an average annual return of +10.25%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ASG has had an average annual return of -0.37%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, ASG has had an average annual return of +11.95%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, ASG has had an average annual return of +6.65%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.43% | +2.30% | +16.84% | +16.34% | -40.89% | +22.72% | +38.04% | +60.57% | -14.35% | +44.58% | -0.24% | +3.85% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.32% | +47.97% | +13.93% | -4.31% | +35.48% | +40.40% | -51.15% | +23.43% | +10.30% | -9.49% | +6.58% | +49.20% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -33.11% | -2.44% | -7.40% | +4.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.27% | -2.29% | -7.41% | +11.64% | +2.70% | +1.31% | +6.43% | ||||||
| 2025 | +2.94% | -8.07% | -6.68% | +0.92% | +7.66% | +5.19% | +3.01% | +0.73% | -0% | -0.18% | -0.85% | -1.30% | +2.30% |
| 2024 | +1.19% | +3.44% | +1.48% | -5.07% | +2.75% | +2.10% | +3.57% | +1.30% | +2.37% | -0.89% | +7.81% | -3.75% | +16.84% |
| 2023 | +11.08% | -2.24% | +0.76% | -1.52% | +1.18% | +5.05% | +3.13% | -3.29% | -6.62% | -6.48% | +10.87% | +5.18% | +16.34% |
| 2022 | -16.82% | -5.72% | +8.96% | -12.09% | -7.39% | -3.16% | +10.72% | -12.15% | -11.13% | +9.90% | +1.35% | -8.87% | -40.89% |
| 2021 | +3.12% | +7.70% | -3.80% | +9.71% | -5.07% | +1.02% | -2.35% | +3.05% | -1.60% | +9.04% | -0.25% | +1.35% | +22.72% |
| 2020 | +9.58% | -16.60% | -20.24% | +19.74% | +9.36% | +5.54% | +15.30% | +7.44% | -7.06% | +1.27% | +15.37% | +1.86% | +38.04% |
| 2019 | +15.11% | +8.08% | +3.93% | +5.40% | -6.10% | +7.98% | +3.78% | -0.17% | +0.17% | +5.24% | +1.65% | +4.67% | +60.57% |
| 2018 | +9.90% | +0.50% | +0.67% | -1.36% | +0.85% | +12.20% | +2.52% | +3.15% | -7.70% | -20.47% | -0.56% | -10.59% | -14.35% |
| 2017 | +5.01% | +5.83% | +0% | +4.39% | +2.16% | +3.80% | +3.63% | -0.40% | +5.23% | +7.08% | -1.11% | +2.21% | +44.58% |
Drawdown analysis of ASG (Liberty All-Star Growth Fund)
The maximum drawdown for the ASG was -63.65%, occurring on Nov 20, 2008. Recovery took 591 trading sessions.
The current ASG drawdown is -17.02%.
Since Nov 1, 1999 ASG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 5 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.65% | Dec 26, 2007 | 229 | Nov 20, 2008 | 591 | Mar 29, 2011 | 820 |
| -55.24% | Sep 1, 2000 | 524 | Oct 8, 2002 | 1313 | Dec 26, 2007 | 1837 |
| -45.88% | Nov 12, 2021 | 231 | Oct 14, 2022 | Ongoing | Ongoing | Ongoing |
| -45.72% | Sep 13, 2018 | 70 | Dec 24, 2018 | 268 | Jan 17, 2020 | 338 |
| -42.53% | Feb 5, 2020 | 29 | Mar 18, 2020 | 82 | Jul 15, 2020 | 111 |
| -26.14% | Jul 21, 2011 | 51 | Oct 3, 2011 | 324 | Jan 17, 2013 | 375 |
| -25.27% | Jul 20, 2015 | 141 | Feb 9, 2016 | 235 | Jan 13, 2017 | 376 |
| -15.14% | Dec 27, 2013 | 199 | Oct 13, 2014 | 133 | Apr 24, 2015 | 332 |
| -11.70% | Oct 28, 2013 | 3 | Oct 31, 2013 | 36 | Dec 23, 2013 | 39 |
| -11.59% | Mar 23, 2000 | 45 | May 26, 2000 | 14 | Jun 16, 2000 | 59 |
| -10.03% | Apr 30, 2021 | 8 | May 12, 2021 | 6 | May 20, 2021 | 14 |
| -9.67% | Aug 31, 2020 | 5 | Sep 8, 2020 | 24 | Oct 12, 2020 | 29 |
| -9.37% | Jan 20, 2021 | 7 | Jan 29, 2021 | 5 | Feb 5, 2021 | 12 |
| -9.27% | Feb 10, 2021 | 33 | Mar 30, 2021 | 22 | Apr 30, 2021 | 55 |
| -9.16% | May 20, 2021 | 40 | Jul 19, 2021 | 65 | Oct 19, 2021 | 105 |
| -9.11% | Jan 24, 2018 | 12 | Feb 9, 2018 | 18 | Mar 8, 2018 | 30 |
| -9.03% | Jan 20, 2000 | 37 | Mar 14, 2000 | 7 | Mar 23, 2000 | 44 |
| -8.50% | Mar 13, 2018 | 36 | May 3, 2018 | 28 | Jun 13, 2018 | 64 |
| -8.31% | Dec 23, 2020 | 6 | Jan 4, 2021 | 8 | Jan 14, 2021 | 14 |
| -8.28% | Oct 12, 2020 | 12 | Oct 28, 2020 | 6 | Nov 5, 2020 | 18 |
| -8.22% | Oct 31, 2017 | 11 | Nov 15, 2017 | 25 | Dec 21, 2017 | 36 |
| -7.68% | Nov 15, 1999 | 10 | Nov 30, 1999 | 22 | Dec 31, 1999 | 32 |
| -7.59% | Jul 17, 2000 | 10 | Jul 31, 2000 | 20 | Aug 28, 2000 | 30 |
| -7.49% | Dec 4, 2020 | 4 | Dec 10, 2020 | 5 | Dec 17, 2020 | 9 |
| -7.41% | Jul 19, 2018 | 17 | Aug 13, 2018 | 15 | Sep 4, 2018 | 32 |