Columbia Acorn Fund (ACRNX)
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.
Fund Info
| ISIN | US1971994090 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Jun 10, 1970 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
The Columbia Acorn Fund has a high expense ratio of 0.83%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: ACRNX vs. VGHCX
Performance
Performance Chart
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.
Returns By Period
Columbia Acorn Fund had a return of -0.18% year-to-date (YTD) and 11.21% in the last 12 months. Over the past 10 years, Columbia Acorn Fund had an annualized return of 6.78%, while the S&P 500 had an annualized return of 10.42%, indicating that Columbia Acorn Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.18% | 5.05% |
| 1 month | -7.62% | -4.27% |
| 6 months | 17.06% | 18.82% |
| 1 year | 11.21% | 21.22% |
| 5 years (annualized) | 3.61% | 11.38% |
| 10 years (annualized) | 6.78% | 10.42% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.56% | 7.43% | 3.63% | |||||||||
| 2023 | -6.34% | -8.90% | 9.77% | 10.52% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Columbia Acorn Fund(ACRNX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Acorn Fund granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.48 | $3.72 | $2.20 | $1.68 | $1.80 | $3.64 | $5.98 | $12.28 | $5.61 | $2.36 |
Dividend yield | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 13.87% | 23.63% | 39.09% | 63.48% | 17.56% | 6.33% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 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 |
| 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 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.94 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
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 85.81%, occurring on Jan 14, 1991. Recovery took 242 trading sessions.
The current Columbia Acorn Fund drawdown is 27.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -85.81% | Sep 5, 1989 | 350 | Jan 14, 1991 | 242 | Dec 25, 1991 | 592 |
| -85.57% | Sep 2, 1986 | 328 | Dec 11, 1987 | 444 | Sep 4, 1989 | 772 |
| -80.18% | Jan 4, 1993 | 2 | Jan 5, 1993 | 5119 | May 14, 2013 | 5121 |
| -80.14% | Jan 2, 1992 | 1 | Jan 2, 1992 | 254 | Jan 1, 1993 | 255 |
| -79.79% | Dec 26, 1991 | 1 | Dec 26, 1991 | 4 | Jan 1, 1992 | 5 |
Volatility
Volatility Chart
The current Columbia Acorn Fund volatility is 4.61%, 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.