The ROE as of December 2025 (TTM) for Liberty All-Star Equity Fund (USA) is 9.81%

According to Liberty All-Star Equity Fund’s latest financial reports and current stock price. The company's current ROE is 9.81%. This represents a change of 39.95% compared to the average of 7.01% of the last 4 quarters.

Liberty All-Star Equity Fund (USA) Historical ROE (quarterly & annually)

How has USA ROE performed in the past?

The mean historical ROE of Liberty All-Star Equity Fund over the last ten years is 8.38%. The current 9.81% ROE has changed 17.04% with respect to the historical average. Over the past ten years (40 quarters), USA's ROE was at its highest in in the December 2020 quarter at 20.38%. The ROE was at its lowest in in the June 2022 quarter at -28.74%.

Liberty All-Star Equity Fund (USA) ROE by Quarter and Year

Discovering the peaks and valleys of Liberty All-Star Equity Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Liberty All-Star Equity Fund (USA) Average ROE

How has USA ROE performed in the past?

The current ROE of Liberty All-Star Equity Fund (USA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

Liberty All-Star Equity Fund (USA) ROE vs. Peers

How is USA’s ROE compared to its peers?

Liberty All-Star Equity Fund’s ROE is less than Pimco Dynamic Income Opportunities Fund (2.13%), less than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (10.61%), less than SRH Total Return Fund, Inc. (19.29%), less than Kayne Anderson Energy Infrastructure Fund, Inc. (22.82%), greater than John Hancock Classic Value Fund (0%), greater than Royce Pennsylvania Mutual Fund (0%), less than Nuveen Municipal Value Fund, Inc. (2.18%), greater than Brandes International Equity Fund (0%), greater than Pear Tree Polaris Foreign Value Fund (0%),

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