PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Columbia Acorn International Fund (ACINX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS1971998133
IssuerColumbia Threadneedle
Inception DateSep 22, 1992
CategoryForeign Small & Mid Cap Equities
Min. Investment$2,000
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

ACINX has a high expense ratio of 0.97%, indicating higher-than-average management fees.


Expense ratio chart for ACINX: current value at 0.97% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.97%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: ACINX vs. BSTZ, ACINX vs. BCSVX, ACINX vs. OAKIX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Columbia Acorn International Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptemberOctober
9.20%
12.82%
ACINX (Columbia Acorn International Fund)
Benchmark (^GSPC)

Returns By Period

Columbia Acorn International Fund had a return of 5.79% year-to-date (YTD) and 20.70% in the last 12 months. Over the past 10 years, Columbia Acorn International Fund had an annualized return of 4.55%, while the S&P 500 had an annualized return of 11.94%, indicating that Columbia Acorn International Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date5.79%21.18%
1 month0.93%5.18%
6 months6.96%11.17%
1 year20.70%32.06%
5 years (annualized)4.18%14.28%
10 years (annualized)4.55%11.94%

Monthly Returns

The table below presents the monthly returns of ACINX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.44%2.73%2.66%-4.99%6.19%-0.33%2.04%3.56%2.00%5.79%
202310.34%-2.32%3.11%1.09%-2.16%3.22%2.46%-4.13%-6.81%-5.34%12.51%8.09%19.57%
2022-13.58%-4.55%-1.57%-10.03%-1.69%-11.00%9.77%-7.01%-12.99%5.45%13.95%-2.72%-33.64%
20210.29%-0.40%-0.00%6.51%1.64%0.24%2.79%2.37%-4.54%3.60%-4.06%4.36%12.92%
2020-3.30%-8.18%-19.47%12.00%10.17%3.18%5.37%4.93%0.27%-3.01%9.20%7.72%15.15%
20198.47%3.03%0.67%4.01%-4.29%5.81%-1.92%-1.61%0.38%5.18%3.29%4.12%29.84%
20185.30%-3.87%0.95%-0.02%-0.17%-1.89%1.31%-0.79%-0.84%-10.78%0.20%-5.73%-15.95%
20174.19%2.16%3.09%4.49%3.81%-0.37%2.66%-0.11%2.26%2.00%2.06%2.22%32.33%
2016-5.24%-1.11%6.85%0.48%0.33%-2.21%4.82%0.70%2.54%-4.79%-4.53%0.63%-2.27%
20150.70%4.43%-0.75%3.31%-0.02%-2.42%-1.77%-5.59%-3.00%5.59%0.65%-1.90%-1.35%
2014-3.83%5.52%-0.25%-0.23%2.67%2.24%-2.29%0.84%-5.91%0.13%-0.46%-2.29%-4.29%
20133.77%0.38%2.75%3.29%-1.88%-2.43%2.99%-1.32%7.18%3.01%0.65%2.29%22.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ACINX is 12, indicating that it is in the bottom 12% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ACINX is 1212
ACINX (Columbia Acorn International Fund)
The Sharpe Ratio Rank of ACINX is 1111Sharpe Ratio Rank
The Sortino Ratio Rank of ACINX is 1212Sortino Ratio Rank
The Omega Ratio Rank of ACINX is 1111Omega Ratio Rank
The Calmar Ratio Rank of ACINX is 88Calmar Ratio Rank
The Martin Ratio Rank of ACINX is 1616Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


ACINX
Sharpe ratio
The chart of Sharpe ratio for ACINX, currently valued at 1.31, compared to the broader market0.002.004.001.31
Sortino ratio
The chart of Sortino ratio for ACINX, currently valued at 1.96, compared to the broader market0.005.0010.001.96
Omega ratio
The chart of Omega ratio for ACINX, currently valued at 1.24, compared to the broader market1.002.003.004.001.24
Calmar ratio
The chart of Calmar ratio for ACINX, currently valued at 0.54, compared to the broader market0.005.0010.0015.0020.0025.000.54
Martin ratio
The chart of Martin ratio for ACINX, currently valued at 6.82, compared to the broader market0.0020.0040.0060.0080.00100.006.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.61, compared to the broader market0.002.004.002.61
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.50, compared to the broader market0.005.0010.003.50
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.47, compared to the broader market1.002.003.004.001.47
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.30, compared to the broader market0.005.0010.0015.0020.0025.002.30
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 15.90, compared to the broader market0.0020.0040.0060.0080.00100.0015.90

Sharpe Ratio

The current Columbia Acorn International Fund Sharpe ratio is 1.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Columbia Acorn International Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50MayJuneJulyAugustSeptemberOctober
1.31
2.61
ACINX (Columbia Acorn International Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Columbia Acorn International Fund granted a 3.63% dividend yield in the last twelve months. The annual payout for that period amounted to $0.95 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.95$0.00$0.67$5.38$4.46$3.80$9.96$3.27$0.50$2.09$3.00$3.12

Dividend yield

3.63%0.00%3.12%16.16%12.94%11.09%33.75%7.01%1.33%5.34%7.18%6.68%

Monthly Dividends

The table displays the monthly dividend distributions for Columbia Acorn International Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.95$0.00$0.00$0.00$0.00$0.95
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.67$0.00$0.00$0.00$0.00$0.00$0.00$0.67
2021$0.00$0.00$0.00$0.00$0.00$1.18$0.00$0.00$0.00$0.00$0.00$4.20$5.38
2020$0.00$0.00$0.00$0.00$0.00$1.56$0.00$0.00$0.00$0.00$0.00$2.90$4.46
2019$0.00$0.00$0.00$0.00$0.00$2.06$0.00$0.00$0.00$0.00$0.00$1.74$3.80
2018$0.00$0.00$0.00$0.00$0.00$1.62$0.00$0.00$0.00$0.00$0.00$8.34$9.96
2017$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$2.88$3.27
2016$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$0.24$0.50
2015$0.00$0.00$0.00$0.00$0.00$0.38$0.00$0.00$0.00$0.00$0.00$1.71$2.09
2014$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$2.47$3.00
2013$0.48$0.00$0.00$0.00$0.00$0.00$2.64$3.12

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-19.32%
-0.21%
ACINX (Columbia Acorn International Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Columbia Acorn International Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Acorn International Fund was 66.29%, occurring on Mar 12, 2003. Recovery took 768 trading sessions.

The current Columbia Acorn International Fund drawdown is 19.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.29%Mar 13, 2000749Mar 12, 2003768Mar 30, 20061517
-60.21%Nov 1, 2007338Mar 9, 20091003Mar 5, 20131341
-46.12%Sep 7, 2021278Oct 12, 2022
-38.9%Jan 23, 202042Mar 23, 2020114Sep 2, 2020156
-29.02%May 26, 199898Oct 8, 1998170Jun 3, 1999268

Volatility

Volatility Chart

The current Columbia Acorn International Fund volatility is 5.03%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%MayJuneJulyAugustSeptemberOctober
5.03%
2.84%
ACINX (Columbia Acorn International Fund)
Benchmark (^GSPC)