Liberty All Star Fund Manager Performance Evaluation
| ASG Fund | USD 5.84 0.01 0.17% |
The fund secures a Beta (Market Risk) of 0.94, which conveys possible diversification benefits within a given portfolio. Liberty All returns are very sensitive to returns on the market. As the market goes up or down, Liberty All is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Liberty All Star are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly unfluctuating basic indicators, Liberty All may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Trading Signals - Stock Traders Daily | 09/24/2024 |
2 | Liberty All-Star Growth Fund, Inc. October 2024 Monthly Update - PR Newswire | 11/14/2024 |
3 | ASG Senate allocates 10,000 in funding to new student organizations, swears in new co-president - Daily Northwestern | 11/21/2024 |
| Expense Ratio | 1.1100 |
Liberty |
Liberty All Relative Risk vs. Return Landscape
If you would invest 526.00 in Liberty All Star on August 31, 2024 and sell it today you would earn a total of 58.00 from holding Liberty All Star or generate 11.03% return on investment over 90 days. Liberty All Star is generating 0.1708% of daily returns assuming volatility of 0.9685% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Liberty, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Liberty All Current Valuation
Fairly Valued
Today
Please note that Liberty All's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Liberty All Star secures a last-minute Real Value of $5.77 per share. The latest price of the fund is $5.84. We determine the value of Liberty All Star from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Liberty fund is determined by what a typical buyer is willing to pay for full or partial control of Liberty All Star. Since Liberty All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Liberty Fund. However, Liberty All's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.84 | Real 5.77 | Hype 5.84 | Naive 5.77 |
The real value of Liberty Fund, also known as its intrinsic value, is the underlying worth of Liberty All Star Fund, which is reflected in its stock price. It is based on Liberty All's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Liberty All's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Liberty All Star helps investors to forecast how Liberty fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Liberty All more accurately as focusing exclusively on Liberty All's fundamentals will not take into account other important factors: Liberty All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Liberty All's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Liberty All Star, and traders can use it to determine the average amount a Liberty All's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1764
| Best Portfolio | Best Equity | |||
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| Small Returns | ASG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Liberty All is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Liberty All by adding it to a well-diversified portfolio.
Liberty All Fundamentals Growth
Liberty Fund prices reflect investors' perceptions of the future prospects and financial health of Liberty All, and Liberty All fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Liberty Fund performance.
| Return On Equity | -32.23 | |||
| Return On Asset | -0.46 | |||
| Operating Margin | (157.39) % | |||
| Current Valuation | 294.84 M | |||
| Shares Outstanding | 53.63 M | |||
| Price To Earning | 2.12 X | |||
| Price To Book | 0.67 X | |||
| Price To Sales | 160.52 X | |||
| Revenue | 1.78 M | |||
| Cash And Equivalents | 1.01 M | |||
| Cash Per Share | 0.04 X | |||
| Total Debt | 2.6 M | |||
| Debt To Equity | 0.01 % | |||
| Book Value Per Share | 7.98 X | |||
| Earnings Per Share | 2.52 X | |||
| Total Asset | 98.99 M | |||
| Retained Earnings | (32.97 M) | |||
About Liberty All Performance
By analyzing Liberty All's fundamental ratios, stakeholders can gain valuable insights into Liberty All's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Liberty All has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Liberty All has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Liberty All-Star Growth Fund, Inc. is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Weatherbie Capital, LLC, Congress Asset Management Company, and Sustainable Growth Advisers, LP. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the NASDAQ Composite Index, Russell 3000 Growth Index, and the SP 500 Index. It conducts in-house research to make its investments. The fund was previously known as Charles Allmon Trust, Inc. Liberty All-Star Growth Fund, Inc. was formed on March 14, 1986 and is domiciled in the United States.Things to note about Liberty All Star performance evaluation
Checking the ongoing alerts about Liberty All for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Liberty All Star help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: ASG Senate allocates 10,000 in funding to new student organizations, swears in new co-president - Daily Northwestern | |
| The fund generated three year return of -2.0% |
- Analyzing Liberty All's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Liberty All's stock is overvalued or undervalued compared to its peers.
- Examining Liberty All's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Liberty All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Liberty All's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Liberty All's fund. These opinions can provide insight into Liberty All's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Liberty Fund
Liberty All financial ratios help investors to determine whether Liberty Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Liberty with respect to the benefits of owning Liberty All security.
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