TY vs USA

Comparison between Tri-Continental Corp (TY, ETF) and Liberty All-Star Equity Fund (USA, ETF).

5-Year PerformanceTY has outperformed USA, delivering a return of +10.7% compared to +3.5%

TY vs USA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	USA(ETF)
Net Assets	$2B	$2B
Max Drawdown	78.22%	82.89%
Sharpe Ratio	2.22	-0.31
5Y Beta	0.72	0.80
5Y Dividends CAGR	14.97%	5.01%

Net Assets

$2B

USA

$2B

Max Drawdown

Winner

78.22%

USA

82.89%

Sharpe Ratio

Winner

2.22

USA

-0.31

5Y Beta

Winner

0.72

USA

0.80

5Y Dividends CAGR

Winner

14.97%

USA

5.01%

TY vs USA - Historical Returns

Returns include dividend reinvestment.

Period	TY	USA
1 month	+4.91%	+2.96%
3 months	+3.94%	-2.32%
6 months	+8.22%	-0.44%
1 year	+25.34%	-3.74%
5 years(CAGR)	+10.68%	+3.50%
10 years(CAGR)	+14.33%	+12.41%
Max(CAGR)	+6.04%	+6.63%

Winner

+4.91%

USA

+2.96%

Winner

+3.94%

USA

-2.32%

Winner

+8.22%

USA

-0.44%

Winner

+25.34%

USA

-3.74%

5Y(CAGR)

Winner

+10.68%

USA

+3.50%

10Y(CAGR)

Winner

+14.33%

USA

+12.41%

Max(CAGR)

+6.04%

Winner

USA

+6.63%

TY vs USA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	USA
2026	+6.42%	-3.31%
2025	+17.62%	-0.65%
2024	+22.64%	+22.04%
2023	+17.19%	+21.13%
2022	-16.33%	-25.15%
2021	+31.10%	+37.60%
2020	+12.05%	+11.48%
2019	+28.15%	+39.77%
2018	-5.84%	-4.91%
2017	+27.70%	+32.32%
2016	+16.71%	+8.93%
2015	-2.05%	-2.04%
2014	+11.95%	+9.24%
2013	+26.03%	+28.69%
2012	+15.67%	+18.32%
2011	+4.25%	-8.62%
2010	+20.29%	+19.75%
2009	+16.94%	+30.27%
2008	-44.86%	-43.42%
2007	+3.50%	-5.19%
2006	+20.29%	+10.28%
2005	+4.01%	-5.71%
2004	+12.95%	+10.37%
2003	+21.39%	+50.09%
2002	-28.57%	-35.15%
2001	-3.49%	-2.94%
2000	-21.17%	+17.03%
1999	-8.03%	-7.83%

TY vs USA Drawdown Comparison

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The current TY drawdown is -0.20%. The current USA drawdown is -8.52%.

Rank	TY	USA
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-69.18% Jul 13, 2007 - Jul 30, 2013
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-50.47% May 21, 2001 - Mar 5, 2004
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-47.07% Feb 12, 2020 - Nov 17, 2020
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-33.98% Oct 11, 2021 - Jul 12, 2024
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-25.78% Sep 27, 2018 - Jun 18, 2019
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-21.83% May 14, 2015 - Dec 7, 2016
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-20.11% Nov 5, 1999 - Jun 16, 2000
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-18.49% Apr 5, 2004 - Feb 14, 2005
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-17.97% Aug 2, 2005 - Dec 20, 2006
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-17.69% Jan 28, 2025 - Apr 7, 2025
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-10.82% Jan 31, 2001 - May 1, 2001
#12	-6.25% May 3, 2019 - Jun 20, 2019	-10.47% Aug 27, 2014 - Nov 18, 2014
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-10.41% Apr 21, 2021 - Jun 1, 2021
#14	-5.06% Mar 28, 2024 - May 20, 2024	-10.03% Jan 26, 2018 - Jun 6, 2018
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-9.02% Feb 16, 2005 - Jul 26, 2005

Correlation

Correlation between TY and USA is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (1999 - 2026)

TY vs USA dividend yield comparison.

Year	TY	USA
2026	0.83%	5.74%
2025	11.97%	10.67%
2024	10.61%	10.22%
2023	4.36%	9.56%
2022	8.71%	12.11%
2021	14.13%	9.67%
2020	6.25%	9.13%
2019	6.86%	9.75%
2018	8.13%	12.64%
2017	4.69%	8.89%
2016	4.12%	9.30%
2015	4.05%	9.53%
2014	3.51%	6.52%
2013	3.38%	5.86%
2012	3.74%	6.71%
2011	1.93%	8.06%
2010	1.81%	6.29%
2009	3.32%	7.16%
2008	21.44%	18.57%
2007	11.69%	12.77%
2006	1.25%	10.62%
2005	1.29%	9.54%
2004	1.26%	9.31%
2003	1.04%	8.25%
2002	1.96%	13.25%
2001	7.43%	10.82%
2000	1.56%	5.90%
1999	0.43%	0.00%