USA vs ROBO
Comparison between Liberty All-Star Equity Fund (USA, ETF) and ROBO GLOBAL(R) ROBOTICS AND AUTOMATION INDEX ETF (ROBO, ETF).
5-Year PerformanceROBO has outperformed USA, delivering a return of +6.0% compared to +1.9%
USA vs ROBO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USA vs ROBO - Historical Returns
Returns include dividend reinvestment.
USA vs ROBO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USA | ROBO |
|---|---|---|
| 2026 | -1.29% | +20.51% |
| 2025 | -0.65% | +23.76% |
| 2024 | +22.04% | +1.03% |
| 2023 | +21.13% | +23.10% |
| 2022 | -25.15% | -34.06% |
| 2021 | +37.60% | +15.51% |
| 2020 | +11.48% | +43.18% |
| 2019 | +39.77% | +29.15% |
| 2018 | -4.91% | -21.71% |
| 2017 | +32.32% | +42.57% |
| 2016 | +8.93% | +19.95% |
| 2015 | -2.04% | -5.24% |
| 2014 | +9.24% | -4.62% |
| 2013 | +28.69% | +8.06% |
| 2012 | +18.32% | N/A |
| 2011 | -8.62% | N/A |
| 2010 | +19.75% | N/A |
| 2009 | +30.27% | N/A |
| 2008 | -43.42% | N/A |
| 2007 | -5.19% | N/A |
| 2006 | +10.28% | N/A |
| 2005 | -5.71% | N/A |
| 2004 | +10.37% | N/A |
| 2003 | +50.09% | N/A |
| 2002 | -35.15% | N/A |
| 2001 | -2.94% | N/A |
| 2000 | +17.03% | N/A |
| 1999 | -7.83% | N/A |
USA vs ROBO Drawdown Comparison
The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.
The maximum drawdown for ROBO was -43.65%, occurring on Oct 14, 2022. Recovery took 1028 trading sessions.
The current USA drawdown is -6.61%. The current ROBO drawdown is -5.68%.
| Rank | USA | ROBO |
|---|---|---|
| #1 | -69.18% Jul 13, 2007 - Jul 30, 2013 | -43.65% Nov 4, 2021 - Dec 10, 2025 |
| #2 | -50.47% May 21, 2001 - Mar 5, 2004 | -36.78% Jan 23, 2018 - Jul 20, 2020 |
| #3 | -47.07% Feb 12, 2020 - Nov 17, 2020 | -26.30% Jul 1, 2014 - Sep 22, 2016 |
| #4 | -33.98% Oct 11, 2021 - Jul 12, 2024 | -17.35% Feb 25, 2026 - Apr 24, 2026 |
| #5 | -25.78% Sep 27, 2018 - Jun 18, 2019 | -16.46% Feb 12, 2021 - Nov 4, 2021 |
| #6 | -21.83% May 14, 2015 - Dec 7, 2016 | -12.00% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -20.11% Nov 5, 1999 - Jun 16, 2000 | -9.06% Apr 2, 2014 - Jun 30, 2014 |
| #8 | -18.49% Apr 5, 2004 - Feb 14, 2005 | -7.69% Jan 22, 2014 - Apr 2, 2014 |
| #9 | -17.97% Aug 2, 2005 - Dec 20, 2006 | -6.84% Sep 2, 2020 - Oct 8, 2020 |
| #10 | -17.69% Jan 28, 2025 - Apr 7, 2025 | -5.63% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -10.82% Jan 31, 2001 - May 1, 2001 | -5.52% Dec 11, 2025 - Jan 5, 2026 |
| #12 | -10.47% Aug 27, 2014 - Nov 18, 2014 | -5.45% Nov 24, 2017 - Jan 4, 2018 |
| #13 | -10.41% Apr 21, 2021 - Jun 1, 2021 | -5.44% May 13, 2026 - May 22, 2026 |
| #14 | -10.03% Jan 26, 2018 - Jun 6, 2018 | -5.16% Sep 30, 2016 - Nov 22, 2016 |
| #15 | -9.02% Feb 16, 2005 - Jul 26, 2005 | -4.86% Jan 25, 2021 - Feb 4, 2021 |
Correlation
Correlation between USA and ROBO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
USA vs ROBO dividend yield comparison.
| Year | USA | ROBO |
|---|---|---|
| 2026 | 5.62% | 0.00% |
| 2025 | 10.67% | 0.42% |
| 2024 | 10.22% | 0.55% |
| 2023 | 9.56% | 0.05% |
| 2022 | 12.11% | 0.00% |
| 2021 | 9.67% | 0.18% |
| 2020 | 9.13% | 0.20% |
| 2019 | 9.75% | 0.37% |
| 2018 | 12.64% | 0.37% |
| 2017 | 8.89% | 0.02% |
| 2016 | 9.30% | 0.19% |
| 2015 | 9.53% | 0.28% |
| 2014 | 6.52% | 0.19% |
| 2013 | 5.86% | 0.00% |
| 2012 | 6.71% | 0.00% |
| 2011 | 8.06% | 0.00% |
| 2010 | 6.29% | 0.00% |
| 2009 | 7.16% | 0.00% |
| 2008 | 18.57% | 0.00% |
| 2007 | 12.77% | 0.00% |
| 2006 | 10.62% | 0.00% |
| 2005 | 9.54% | 0.00% |
| 2004 | 9.31% | 0.00% |
| 2003 | 8.25% | 0.00% |
| 2002 | 13.25% | 0.00% |
| 2001 | 10.82% | 0.00% |
| 2000 | 5.90% | 0.00% |
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