Liberty All-Star Equity Fund
LIBERTY ALL STAR EQUITY FUND

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
14.24%
Sharpe
0.47
Sortino
0.77
Max drawdown
-29.95%
Best month
16.03%
Worst month
-17.55%
Beta vs VTSAX
0.94
Correlation
0.83

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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