ASG vs USDU

Comparison between Liberty All-Star Growth Fund Inc (ASG, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceUSDU has outperformed ASG, delivering a return of +5.5% compared to -0.4%

ASG vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ASG(ETF)	USDU(ETF)
Net Assets	$380M	$380M
Expense Ratio	N/A	0.51%
Max Drawdown	84.48%	16.80%
Sharpe Ratio	0.48	0.38
5Y Beta	1.08	-0.03
5Y Dividends CAGR	-2.89%	64.63%

Net Assets

ASG

$380M

Winner

USDU

$380M

Expense Ratio

ASG

N/A

USDU

0.51%

Max Drawdown

ASG

84.48%

Winner

USDU

16.80%

Sharpe Ratio

Winner

ASG

0.48

USDU

0.38

5Y Beta

ASG

1.08

Winner

USDU

-0.03

5Y Dividends CAGR

ASG

-2.89%

Winner

USDU

64.63%

ASG vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	ASG	USDU
1 month	+1.14%	+2.02%
3 months	+13.27%	+2.41%
6 months	+3.10%	+3.97%
1 year	+9.88%	+6.23%
5 years(CAGR)	-0.36%	+5.50%
10 years(CAGR)	+11.76%	+3.02%
Max(CAGR)	+6.58%	+3.33%

ASG

+1.14%

Winner

USDU

+2.02%

Winner

ASG

+13.27%

USDU

+2.41%

ASG

+3.10%

Winner

USDU

+3.97%

Winner

ASG

+9.88%

USDU

+6.23%

5Y(CAGR)

ASG

-0.36%

Winner

USDU

+5.50%

10Y(CAGR)

Winner

ASG

+11.76%

USDU

+3.02%

Max(CAGR)

Winner

ASG

+6.58%

USDU

+3.33%

ASG vs USDU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ASG	USDU
2026	+5.05%	+3.52%
2025	+2.85%	-3.69%
2024	+18.41%	+13.69%
2023	+15.87%	+2.16%
2022	-40.29%	+7.08%
2021	+24.85%	+4.02%
2020	+39.32%	-5.93%
2019	+57.70%	+1.09%
2018	-14.19%	+5.76%
2017	+43.89%	-8.65%
2016	+3.13%	+1.71%
2015	+4.26%	+6.62%
2014	+0.17%	+8.82%
2013	+44.76%	+0.44%
2012	+11.88%	N/A
2011	-4.53%	N/A
2010	+33.10%	N/A
2009	+29.43%	N/A
2008	-50.81%	N/A
2007	+23.66%	N/A
2006	+9.69%	N/A
2005	-8.80%	N/A
2004	+9.47%	N/A
2003	+44.89%	N/A
2002	-33.18%	N/A
2001	-1.79%	N/A
2000	-5.79%	N/A
1999	+4.85%	N/A

ASG vs USDU Drawdown Comparison

The maximum drawdown for ASG was -63.66%, occurring on Nov 20, 2008. Recovery took 820 trading sessions.

The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.

The current ASG drawdown is -18.40%. The current USDU drawdown is -0.58%.

Rank	ASG	USDU
#1	-63.66% Dec 26, 2007 - Mar 29, 2011	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-55.24% Sep 1, 2000 - Dec 26, 2007	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-45.88% Nov 12, 2021 - Oct 14, 2022	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-45.72% Sep 13, 2018 - Jan 17, 2020	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-42.54% Feb 5, 2020 - Jul 15, 2020	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-26.14% Jul 21, 2011 - Jan 17, 2013	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-25.27% Jul 20, 2015 - Jan 13, 2017	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-15.14% Dec 27, 2013 - Apr 24, 2015	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-11.70% Oct 28, 2013 - Dec 23, 2013	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-11.58% Mar 23, 2000 - Jun 16, 2000	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-10.03% Apr 30, 2021 - May 20, 2021	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-9.67% Aug 31, 2020 - Oct 12, 2020	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-9.37% Jan 20, 2021 - Feb 5, 2021	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-9.27% Feb 10, 2021 - Apr 30, 2021	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-9.16% May 20, 2021 - Oct 19, 2021	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between ASG and USDU is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

ASG vs USDU dividend yield comparison.

Year	ASG	USDU
2026	4.33%	0.00%
2025	8.68%	3.83%
2024	8.32%	3.97%
2023	8.14%	6.99%
2022	10.14%	7.83%
2021	11.33%	0.00%
2020	7.68%	0.69%
2019	7.08%	3.06%
2018	10.48%	0.88%
2017	7.58%	0.00%
2016	8.61%	0.00%
2015	16.81%	6.48%
2014	6.40%	1.58%
2013	5.52%	0.00%
2012	6.65%	0.00%
2011	7.09%	0.00%
2010	5.88%	0.00%
2009	7.14%	0.00%
2008	18.08%	0.00%
2007	10.23%	0.00%
2006	10.99%	0.00%
2005	10.66%	0.00%
2004	9.53%	0.00%
2003	8.49%	0.00%
2002	13.27%	0.00%
2001	11.04%	0.00%
2000	7.31%	0.00%