Liberty All Star Fund Manager Performance Evaluation
| XASGX Fund | USD 5.83 0.10 1.69% |
The fund secures a Beta (Market Risk) of 1.18, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Liberty All will likely underperform.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Liberty All Star has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Liberty All is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Why your SP 500 index fund might be more risky than the internet bubble - MarketWatch | 10/06/2025 |
| Expense Ratio | 1.2000 |
Liberty |
Liberty All Relative Risk vs. Return Landscape
If you would invest 598.00 in Liberty All Star on August 18, 2025 and sell it today you would lose (15.00) from holding Liberty All Star or give up 2.51% of portfolio value over 90 days. Liberty All Star is currently producing negative expected returns and takes up 0.9718% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Liberty, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
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 mutual 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 = -0.0354
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XASGX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Liberty All is not performing at its full potential. However, 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 Liberty All to a well-diversified portfolio.
Liberty All Fundamentals Growth
Liberty Mutual 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 Mutual Fund performance.
About Liberty All Performance
Evaluating Liberty All's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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. Please also refer to our technical analysis and fundamental analysis pages.
Liberty All is entity of United States. It is traded as Fund on NMFQS exchange.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. Mutual 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.| Liberty All Star generated a negative expected return over the last 90 days |
- 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 Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Liberty All's mutual 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 Mutual Fund
Liberty All financial ratios help investors to determine whether Liberty Mutual 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.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |