JUNW vs ASG
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and Liberty All-Star Growth Fund Inc (ASG, ETF).
JUNW vs ASG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JUNW
$368M
ASG
$367M
Expense Ratio
JUNW
0.74%
ASG
N/A
Max Drawdown
Winner
JUNW
8.57%
ASG
84.48%
Sharpe Ratio
Winner
JUNW
0.86
ASG
0.22
5Y Beta
Winner
JUNW
0.41
ASG
1.09
5Y Dividends CAGR
JUNW
N/A
ASG
-3.90%
JUNW vs ASG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JUNW
+1.25%
ASG
+1.15%
3M
JUNW
+1.27%
Winner
ASG
+3.29%
6M
JUNW
+3.50%
Winner
ASG
+6.15%
1Y
Winner
JUNW
+7.84%
ASG
+7.08%
5Y(CAGR)
JUNW
N/A
ASG
-0.50%
10Y(CAGR)
JUNW
N/A
ASG
+11.32%
Max(CAGR)
Winner
JUNW
+10.57%
ASG
+6.60%
JUNW vs ASG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JUNW | ASG |
|---|---|---|
| 2026 | +4.31% | +6.67% |
| 2025 | +11.29% | +2.85% |
| 2024 | +11.33% | +18.41% |
| 2023 | +7.28% | +15.87% |
| 2022 | N/A | -40.29% |
| 2021 | N/A | +24.85% |
| 2020 | N/A | +39.32% |
| 2019 | N/A | +57.70% |
| 2018 | N/A | -14.19% |
| 2017 | N/A | +43.89% |
| 2016 | N/A | +3.13% |
| 2015 | N/A | +4.26% |
| 2014 | N/A | +0.17% |
| 2013 | N/A | +44.76% |
| 2012 | N/A | +11.88% |
| 2011 | N/A | -4.53% |
| 2010 | N/A | +33.10% |
| 2009 | N/A | +29.43% |
| 2008 | N/A | -50.81% |
| 2007 | N/A | +23.66% |
| 2006 | N/A | +9.69% |
| 2005 | N/A | -8.80% |
| 2004 | N/A | +9.47% |
| 2003 | N/A | +44.89% |
| 2002 | N/A | -33.18% |
| 2001 | N/A | -1.79% |
| 2000 | N/A | -5.79% |
| 1999 | N/A | +4.85% |
JUNW vs ASG Drawdown Comparison
The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The maximum drawdown for ASG was -63.66%, occurring on Nov 20, 2008. Recovery took 820 trading sessions.
The current JUNW drawdown is -0.60%. The current ASG drawdown is -17.14%.
| Rank | JUNW | ASG |
|---|---|---|
| #1 | -8.57% Feb 19, 2025 - May 12, 2025 | -63.66% Dec 26, 2007 - Mar 29, 2011 |
| #2 | -3.86% Sep 14, 2023 - Nov 14, 2023 | -55.24% Sep 1, 2000 - Dec 26, 2007 |
| #3 | -3.54% Jul 16, 2024 - Aug 19, 2024 | -45.88% Nov 12, 2021 - Oct 14, 2022 |
| #4 | -2.31% Feb 26, 2026 - Apr 8, 2026 | -45.72% Sep 13, 2018 - Jan 17, 2020 |
| #5 | -1.92% Jun 2, 2026 - Jul 15, 2026 | -42.54% Feb 5, 2020 - Jul 15, 2020 |
| #6 | -1.70% Aug 1, 2023 - Sep 14, 2023 | -26.14% Jul 21, 2011 - Jan 17, 2013 |
| #7 | -1.69% Aug 30, 2024 - Sep 16, 2024 | -25.27% Jul 20, 2015 - Jan 13, 2017 |
| #8 | -1.51% May 16, 2025 - May 27, 2025 | -15.14% Dec 27, 2013 - Apr 24, 2015 |
| #9 | -1.25% Jul 15, 2026 - Aug 3, 2026 | -11.70% Oct 28, 2013 - Dec 23, 2013 |
| #10 | -1.13% Oct 28, 2025 - Nov 26, 2025 | -11.58% Mar 23, 2000 - Jun 16, 2000 |
| #11 | -1.13% Dec 16, 2024 - Jan 15, 2025 | -10.03% Apr 30, 2021 - May 20, 2021 |
| #12 | -0.77% Aug 13, 2026 - Aug 20, 2026 | -9.67% Aug 31, 2020 - Oct 12, 2020 |
| #13 | -0.74% Oct 29, 2024 - Nov 6, 2024 | -9.37% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -0.71% Oct 8, 2025 - Oct 20, 2025 | -9.27% Feb 10, 2021 - Apr 30, 2021 |
| #15 | -0.65% Jul 28, 2025 - Aug 8, 2025 | -9.16% May 20, 2021 - Oct 19, 2021 |
Correlation
Correlation between JUNW and ASG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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