USA vs TY

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

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

USA vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

USA

$2B

Max Drawdown

USA

82.89%

Winner

78.22%

Sharpe Ratio

USA

-0.31

Winner

2.22

5Y Beta

USA

0.80

Winner

0.72

5Y Dividends CAGR

USA

5.01%

Winner

14.97%

USA vs TY - Historical Returns

Returns include dividend reinvestment.

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

USA

+2.96%

Winner

+4.91%

USA

-2.32%

Winner

+3.94%

USA

-0.44%

Winner

+8.22%

USA

-3.74%

Winner

+25.34%

5Y(CAGR)

USA

+3.50%

Winner

+10.68%

10Y(CAGR)

USA

+12.41%

Winner

+14.33%

Max(CAGR)

Winner

USA

+6.63%

+6.04%

USA vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

USA vs TY Drawdown Comparison

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

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

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

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

Correlation

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

0.99

-101

Dividend Comparison (1999 - 2026)

USA vs TY dividend yield comparison.

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