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Columbia Acorn Fund (ACRNX)

Mutual Fund · Currency in USD · Last updated Mar 24, 2023

The fund invests a majority of its net assets in the common stock of small- and mid-sized companies with market capitalizations generally in the range of market capitalizations in the Russell 2500 Growth Index, the fund's benchmark, (the index) at the time of purchase. It invests the majority of its assets in U.S. companies, but also may invest up to 33% of its total assets in foreign companies in developed markets (for example, Japan, Canada and the United Kingdom) and in emerging markets.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Columbia Acorn Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $128,119 for a total return of roughly 1,181.19%. All prices are adjusted for splits and dividends.


1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%1,500.00%1,600.00%NovemberDecember2023FebruaryMarch
1,181.19%
1,494.20%
ACRNX (Columbia Acorn Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Columbia Acorn Fund

Return

Columbia Acorn Fund had a return of 5.91% year-to-date (YTD) and -15.87% in the last 12 months. Over the past 10 years, Columbia Acorn Fund had an annualized return of 6.92%, while the S&P 500 had an annualized return of 9.76%, indicating that Columbia Acorn Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-5.85%-3.20%
Year-To-Date5.91%2.84%
6 months4.28%4.19%
1 year-15.87%-12.48%
5 years (annualized)2.99%8.83%
10 years (annualized)6.92%9.76%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20239.92%-0.20%
2022-9.51%6.70%2.81%-5.58%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Columbia Acorn Fund Sharpe ratio is -0.48. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.48
-0.54
ACRNX (Columbia Acorn Fund)
Benchmark (^GSPC)

Dividend History

Columbia Acorn Fund granted a 5.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.48 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.48$0.48$3.72$2.20$1.68$1.80$3.64$5.98$12.28$5.61$2.36$1.97

Dividend yield

5.00%5.29%27.46%17.67%17.46%23.69%45.43%93.51%212.57%95.04%40.40%44.04%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.48$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$3.01
2020$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.00$0.00$0.00$1.50
2019$0.00$0.00$0.00$0.00$0.00$0.67$0.00$0.00$0.00$0.00$0.00$1.01
2018$0.00$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$1.11
2017$0.00$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.00$0.00$0.00$3.07
2016$0.00$0.00$0.00$0.00$0.00$2.05$0.00$0.00$0.00$0.00$0.00$3.92
2015$0.00$0.00$0.00$0.00$0.00$1.64$0.00$0.00$0.00$0.00$0.00$10.64
2014$0.00$0.00$0.00$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$4.84
2013$0.00$0.00$0.00$0.00$0.00$0.42$0.00$0.00$0.00$0.00$0.00$1.94
2012$0.36$0.00$0.00$0.00$0.00$0.00$1.61

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-36.49%
-17.68%
ACRNX (Columbia Acorn Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Columbia Acorn 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 Fund is 87.19%, recorded on Dec 11, 1987. It took 1058 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.19%Sep 8, 198769Dec 11, 19871058Jan 1, 19921127
-83.04%Nov 26, 1993272Dec 12, 19945202Jun 22, 20155474
-82.81%Jul 7, 1986119Dec 18, 1986141Jul 3, 1987260
-81.64%Feb 18, 199294Jun 26, 1992109Nov 26, 1992203
-80.88%Feb 16, 19936Feb 23, 199333Apr 9, 199339
-80.44%Sep 7, 199311Sep 21, 199347Nov 25, 199358
-80.4%Jul 6, 199313Jul 22, 199332Sep 6, 199345
-80.33%Jun 1, 19936Jun 8, 199319Jul 5, 199325
-80.19%Apr 12, 199312Apr 27, 199324May 31, 199336
-80.18%Jan 4, 19932Jan 5, 199329Feb 15, 199331

Volatility Chart

Current Columbia Acorn Fund volatility is 25.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
25.99%
19.59%
ACRNX (Columbia Acorn Fund)
Benchmark (^GSPC)