Columbia Acorn Fund (ACRNX)

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

Columbia Acorn Fund (ACRNX) has returned -9.00% so far this year and 10.67% over the past 12 months. Over the last ten years, ACRNX has returned 7.33% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1980, ACRNX's average daily return is +0.06%, while the average monthly return is +1.34%. At this rate, your investment would double in approximately 4.3 years.

Historically, 63% of months were positive and 37% were negative. The best month was Dec 1988 with a return of +77.4%, while the worst month was Oct 1987 at -25.2%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 8 months.

On a daily basis, ACRNX closed higher 53% of trading days. The best single day was Dec 21, 1988 with a return of +71.7%, while the worst single day was Oct 22, 1987 at -14.8%.

Columbia Acorn Fund has an annualized alpha of 7.61%, beta of 0.83, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.

• This fund captured 123.17% of S&P 500 Index gains but only 99.19% of its losses — a favorable profile for investors.
• R² of 0.42 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

ACRNX has an expense ratio of 0.83%, placing it in the medium range.

ACRNX ranks 14 for risk / return — in the bottom 14% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Acorn Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

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

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.

The table below displays the maximum drawdowns of the Columbia Acorn 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 Fund was 56.70%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.

The current Columbia Acorn Fund drawdown is 20.25%.

The chart below shows the rolling one-month volatility.