Liberty All Star Fund Manager Performance Evaluation

Liberty All Relative Risk vs. Return Landscape

If you would invest  530.00  in Liberty All Star on October 31, 2025 and sell it today you would earn a total of  0.00  from holding Liberty All Star or generate 0.0% return on investment over 90 days. Liberty All Star is generating 0.0041% of daily returns assuming volatility of 0.9097% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Liberty, and above 99% of all equities are expected to generate higher returns over the next 90 days.Considering the 90-day investment horizon Liberty All is expected to generate 12.93 times less return on investment than the market. In addition to that, the company is 1.21 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of volatility.

Liberty All Current Valuation

Below is the normalized historical share price chart for Liberty All Star extending back to March 06, 1986. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Liberty All stands at 5.30, as last reported on the 29th of January, with the highest price reaching 5.35 and the lowest price hitting 5.30 during the day.

Liberty All Target Price Odds to finish over Current Price

Considering the 90-day investment horizon Liberty All has a beta of 0.74. This suggests as returns on the market go up, Liberty All average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Liberty All Star will be expected to be much smaller as well. Additionally Liberty All Star has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial.

Predictive Modules for Liberty All

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Liberty All Star. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.

Hype Prediction Low Estimated High 4.40 5.30 6.20 Details

Intrinsic Valuation Low Real High 4.36 5.26 6.16 Details

Naive Forecast Low Next High 4.38 5.29 6.19 Details

Bollinger Band Projection (param) Lower Middle Band Upper 5.18 5.29 5.41 Details

Liberty All Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Liberty All is not an exception. The market had few large corrections towards the Liberty All's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Liberty All Star, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Liberty All within the framework of very fundamental risk indicators.

Liberty All Fundamentals Growth

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.