Performance analysis of USA (Liberty All-Star Equity Fund)
Annual Return
Over the past 3 years, USA has had an average annual return of +5.38%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, USA has had an average annual return of +1.86%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, USA has had an average annual return of +12.11%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, USA has had an average annual return of +6.70%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.13% | +0.07% | +20.89% | +23.25% | -25.15% | +34% | +12.96% | +39.77% | -5.06% | +34.63% | +6.28% | -2.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.05% | +33.55% | +21.13% | -8.02% | +22.24% | +34.37% | -44.15% | -5.30% | +11.74% | -5.51% | +11.19% | +56.87% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -33.98% | -1.53% | +18.40% | -7.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.68% | -1.15% | -7.35% | +8.15% | -0.17% | -0.51% | +2.22% | -0.13% | |||||
| 2025 | +4.88% | -2.67% | -5.48% | -0.36% | +3.92% | +2.87% | -1.67% | +1.23% | -3.94% | -0.47% | -0.13% | +2.45% | +0.07% |
| 2024 | +5.66% | +2.74% | +5.93% | -4.17% | +0.75% | +1.19% | +2.85% | +2.49% | +1.72% | -0.99% | +6.47% | -4.79% | +20.89% |
| 2023 | +12.39% | -0.96% | +0.16% | -0.19% | -0.99% | +8.19% | +5.99% | -6.72% | -5.28% | -1.52% | +8.42% | +3.40% | +23.25% |
| 2022 | -5.64% | -5.71% | +11.14% | -10.96% | -1.42% | -9.38% | +10.55% | -6.64% | -12.64% | +9.94% | +6.59% | -9.95% | -25.15% |
| 2021 | +1.27% | +7.49% | +4.23% | +10.24% | +2.07% | +7.88% | -4.28% | +0.83% | +0.94% | -1.98% | -0.06% | +1.95% | +34% |
| 2020 | +0.78% | -11.86% | -17.55% | +14.39% | +3.90% | +2.14% | +5.95% | +4.75% | -2.75% | -3.49% | +16.14% | +5.02% | +12.96% |
| 2019 | +12.57% | +3.05% | +0.49% | +6.25% | -5.85% | +7.90% | +2.02% | -3.92% | +4.41% | +1.41% | +4.04% | +2.89% | +39.77% |
| 2018 | +6.64% | -4.43% | -1.92% | +4.74% | +1.28% | +1.11% | +4.65% | +2.30% | +1.95% | -13.95% | +4.81% | -10.03% | -5.06% |
| 2017 | +4.07% | +3.73% | +0.37% | +3.12% | +1.28% | +1.61% | +3.35% | -1.57% | +7.10% | +1.99% | +1.85% | +3.45% | +34.63% |
Drawdown analysis of USA (Liberty All-Star Equity Fund)
The maximum drawdown for the USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1106 trading sessions.
The current USA drawdown is -5.51%.
Since Nov 1, 1999 USA has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.18% | Jul 13, 2007 | 416 | Mar 9, 2009 | 1106 | Jul 30, 2013 | 1522 |
| -50.47% | May 21, 2001 | 346 | Oct 9, 2002 | 353 | Mar 5, 2004 | 699 |
| -47.07% | Feb 12, 2020 | 24 | Mar 18, 2020 | 170 | Nov 17, 2020 | 194 |
| -33.98% | Oct 11, 2021 | 242 | Sep 27, 2022 | 449 | Jul 12, 2024 | 691 |
| -25.78% | Sep 27, 2018 | 60 | Dec 24, 2018 | 120 | Jun 18, 2019 | 180 |
| -21.83% | May 14, 2015 | 188 | Feb 11, 2016 | 208 | Dec 7, 2016 | 396 |
| -20.11% | Nov 5, 1999 | 88 | Mar 14, 2000 | 66 | Jun 16, 2000 | 154 |
| -18.49% | Apr 5, 2004 | 90 | Aug 13, 2004 | 127 | Feb 14, 2005 | 217 |
| -17.96% | Aug 2, 2005 | 217 | Jun 13, 2006 | 133 | Dec 20, 2006 | 350 |
| -17.69% | Jan 28, 2025 | 48 | Apr 7, 2025 | Ongoing | Ongoing | Ongoing |
| -10.82% | Jan 31, 2001 | 44 | Apr 4, 2001 | 18 | May 1, 2001 | 62 |
| -10.47% | Aug 27, 2014 | 33 | Oct 14, 2014 | 25 | Nov 18, 2014 | 58 |
| -10.41% | Apr 21, 2021 | 15 | May 12, 2021 | 13 | Jun 1, 2021 | 28 |
| -10.03% | Jan 26, 2018 | 44 | Apr 2, 2018 | 46 | Jun 6, 2018 | 90 |
| -9.03% | Feb 16, 2005 | 49 | Apr 28, 2005 | 61 | Jul 26, 2005 | 110 |
| -8.61% | Sep 1, 2000 | 28 | Oct 12, 2000 | 56 | Jan 3, 2001 | 84 |
| -7.72% | Jun 25, 2021 | 26 | Aug 3, 2021 | 30 | Sep 15, 2021 | 56 |
| -7.20% | Jan 20, 2021 | 7 | Jan 29, 2021 | 8 | Feb 10, 2021 | 15 |
| -7.13% | Jul 12, 2024 | 16 | Aug 5, 2024 | 19 | Aug 30, 2024 | 35 |
| -6.96% | Dec 4, 2024 | 11 | Dec 19, 2024 | 22 | Jan 24, 2025 | 33 |
| -6.92% | Jul 24, 2019 | 15 | Aug 14, 2019 | 50 | Oct 24, 2019 | 65 |
| -6.92% | Dec 26, 2013 | 25 | Feb 3, 2014 | 17 | Feb 27, 2014 | 42 |
| -6.30% | Dec 24, 2014 | 24 | Jan 30, 2015 | 20 | Mar 2, 2015 | 44 |
| -6.14% | Sep 18, 2013 | 15 | Oct 9, 2013 | 7 | Oct 18, 2013 | 22 |
| -5.99% | Nov 26, 2014 | 13 | Dec 16, 2014 | 5 | Dec 23, 2014 | 18 |