Columbia Acorn International Select Fund (ACFFX)
The fund invests at least 65% of its net assets in foreign companies in developed markets. It also may invest up to 35% of its total assets in companies in emerging markets. The fund generally invests in at least three countries other than the United States but may invest up to 25% of its total assets in securities of U.S. issuers. It normally invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations in the range of market capitalizations in the MSCI ACWI ex USA Growth Index (Net), the fund's primary benchmark, at the time of purchase.
Fund Info
| ISIN | US1971997630 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Nov 22, 1998 |
| Category | Foreign Large Cap Equities |
| Minimum Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The Columbia Acorn International Select Fund has a high expense ratio of 0.98%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in Columbia Acorn International Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Columbia Acorn International Select Fund had a return of 12.23% year-to-date (YTD) and -0.16% in the last 12 months. Over the past 10 years, Columbia Acorn International Select Fund had an annualized return of 4.40%, while the S&P 500 had an annualized return of 9.92%, indicating that Columbia Acorn International Select Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 1.11% | 2.46% |
| Year-To-Date | 12.23% | 9.94% |
| 6 months | 5.65% | 3.54% |
| 1 year | -0.16% | 2.92% |
| 5 years (annualized) | 1.27% | 9.08% |
| 10 years (annualized) | 4.40% | 9.92% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 10.69% | -2.92% | 3.30% | 0.98% | -1.26% | |||||||
| 2022 | 14.02% | -4.43% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Select Fund (ACFFX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ACFFX Columbia Acorn International Select Fund | -0.07 | ||||
^GSPC S&P 500 | 0.10 |
Dividend History
Columbia Acorn International Select Fund granted a 3.74% dividend yield in the last twelve months. The annual payout for that period amounted to $0.92 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.92 | $0.92 | $1.84 | $0.09 | $2.76 | $1.85 | $0.07 | $0.22 | $0.50 | $3.07 | $2.36 | $4.04 |
Dividend yield | 3.74% | 4.20% | 5.31% | 0.29% | 10.45% | 9.38% | 0.33% | 1.33% | 3.04% | 18.52% | 13.25% | 26.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Acorn International Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.92 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.63 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.85 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.96 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.83 |
| 2012 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.92 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Columbia Acorn International Select Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Columbia Acorn International Select Fund is 64.62%, recorded on Mar 12, 2003. It took 790 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.62% | Mar 6, 2000 | 754 | Mar 12, 2003 | 790 | May 2, 2006 | 1544 |
| -56.55% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1042 | Apr 30, 2013 | 1380 |
| -47.5% | Nov 15, 2021 | 218 | Sep 27, 2022 | — | — | — |
| -37.59% | Jan 23, 2020 | 42 | Mar 23, 2020 | 95 | Aug 6, 2020 | 137 |
| -25.47% | Jul 7, 2014 | 405 | Feb 11, 2016 | 322 | May 23, 2017 | 727 |
Volatility Chart
The current Columbia Acorn International Select Fund volatility is 4.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.