Liberty All Star Fund Five Year Return
| ASG Fund | USD 5.85 0.06 1.04% |
Liberty All Star fundamentals help investors to digest information that contributes to Liberty All's financial success or failures. It also enables traders to predict the movement of Liberty Fund. The fundamental analysis module provides a way to measure Liberty All's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Liberty All fund.
Liberty |
Liberty All Star Fund Five Year Return Analysis
Liberty All's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Liberty All Five Year Return | 11.03 % |
Most of Liberty All's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Liberty All Star is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Liberty All Star has a Five Year Return of 11.0317%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The five year return for all United States funds is notably lower than that of the firm.
Liberty Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Liberty All's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Liberty All could also be used in its relative valuation, which is a method of valuing Liberty All by comparing valuation metrics of similar companies.Liberty All is currently under evaluation in five year return among similar funds.
Liberty Fundamentals
| Return On Equity | -32.23 | ||||
| Return On Asset | -0.46 | ||||
| Operating Margin | (157.39) % | ||||
| Current Valuation | 294.84 M | ||||
| Shares Outstanding | 53.63 M | ||||
| Shares Owned By Insiders | 0.20 % | ||||
| Shares Owned By Institutions | 18.48 % | ||||
| Number Of Shares Shorted | 154.85 K | ||||
| Price To Earning | 2.12 X | ||||
| Price To Book | 0.67 X | ||||
| Price To Sales | 160.52 X | ||||
| Revenue | 1.78 M | ||||
| Gross Profit | 1.87 M | ||||
| Net Income | (122.45 M) | ||||
| Cash And Equivalents | 1.01 M | ||||
| Cash Per Share | 0.04 X | ||||
| Total Debt | 2.6 M | ||||
| Debt To Equity | 0.01 % | ||||
| Current Ratio | 0.93 X | ||||
| Book Value Per Share | 7.98 X | ||||
| Short Ratio | 0.96 X | ||||
| Earnings Per Share | 2.52 X | ||||
| Number Of Employees | 13 | ||||
| Beta | 1.34 | ||||
| Market Capitalization | 377.54 M | ||||
| Total Asset | 98.99 M | ||||
| Retained Earnings | (32.97 M) | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 18.46 % | ||||
| One Year Return | 28.51 % | ||||
| Three Year Return | (1.68) % | ||||
| Five Year Return | 11.03 % | ||||
| Last Dividend Paid | 0.44 |
About Liberty All Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Liberty All Star's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Liberty All using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Liberty All Star based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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