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ASG · Liberty All-star Growth Fund, Inc.

Over the last 15 years (2011-09 to 2026-09), $10,000 invested in ASG with dividends reinvested grew to $41,821, 9.95% a year, with a worst peak-to-trough fall of -41.76%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
9.95%
Volatility (annualized)
22.03%
Worst drawdown
-41.76%
Sharpe ratio
0.47

How ASG held up in past market crashes

ASG has been through 5 of the market crashes since 2000 in our data. Its deepest price fall was 68.1% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 8.9 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of ASG in each market crash, next to the S&P 500
CrashASG deepest fallS&P 500 (SPY)Peak to bottomBack to peak
Dot-com bust-63.6%-49.1%Aug 2000 to Oct 2002Not yet
2008 financial crisis-68.1%-56.5%Nov 2007 to Mar 20098.9 years
2018 fourth-quarter selloff-37.5%-20.2%Oct 2018 to Dec 201812 months
2020 COVID crash-37.4%-34.1%Feb 2020 to Mar 20204 months
2022 bear market-44.8%-25.4%Jan 2022 to Oct 2022Not yet

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About ASG

Liberty All-Star Growth Fund, Inc. is a closed-end investment company that seeks long-term capital appreciation through a diversified portfolio of growth-oriented equity securities. The fund uses a multi-manager approach, allocating assets among several investment advisers to cover small-, mid-, and large-cap opportunities across a range of U.S. industries. Its holdings commonly include companies in technology, industrials, consumer discretionary, health care, and communication services, reflecting a broad growth mandate rather than concentration in a single sector. Liberty All-Star Growth Fund, Inc. is designed for investors looking for professionally managed exposure to public equities with an emphasis on capital growth and portfolio diversification. The fund also maintains a distribution policy for common shareholders, making it a notable vehicle within the closed-end fund market for combining growth-oriented stock selection with regular payout mechanics.

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.