- ISIN
- US1971994090
- Issuer
- Columbia
- Inception Date
- Jun 10, 1970
- Category
- Mid Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ACRNX Performance Chart
Columbia Acorn Fund (ACRNX) is up 15.5% since the beginning of the year. ACRNX is currently trading at $15 per share. Investors who bought $1,000 worth of ACRNX shares 5 years ago would now be looking at an investment worth $1,213.
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Returns By Period
Columbia Acorn Fund (ACRNX) has returned 15.48% so far this year and 30.40% over the past 12 months. Over the last ten years, ACRNX has returned 9.49% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
Columbia Acorn Fund
- 1D
- 1.75%
- 1M
- 7.60%
- YTD
- 15.48%
- 6M
- 12.57%
- 1Y
- 30.40%
- 3Y*
- 14.71%
- 5Y*
- 3.94%
- 10Y*
- 9.49%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
ACRNX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, ACRNX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 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 54% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.81% | -0.29% | -8.76% | 13.20% | 5.58% | 1.34% | 15.48% | ||||||
| 2025 | 2.56% | -7.95% | -8.72% | -0.46% | 6.80% | 5.15% | 2.16% | 2.44% | 2.70% | 3.24% | 1.27% | -3.18% | 4.80% |
| 2024 | -1.56% | 7.43% | 3.63% | -6.59% | 1.52% | -0.88% | 5.06% | 1.18% | 2.67% | -0.41% | 9.64% | -6.78% | 14.46% |
| 2023 | 9.92% | -0.20% | 0.30% | -1.11% | -0.82% | 7.75% | 3.07% | -1.77% | -6.34% | -8.90% | 9.77% | 10.52% | 21.85% |
| 2022 | -15.75% | -0.25% | -1.84% | -14.07% | -3.67% | -7.59% | 15.20% | -2.84% | -9.51% | 6.70% | 2.81% | -5.58% | -33.80% |
| 2021 | 1.69% | 4.09% | -3.70% | 3.43% | -3.89% | 6.49% | 1.11% | 3.17% | -5.64% | 8.11% | -3.89% | -1.58% | 8.62% |
Benchmark Metrics
Columbia Acorn Fund has an annualized alpha of 7.77%, 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 123.30% of S&P 500 Index gains but only 99.00% 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.
- Alpha
- 7.77%
- Beta
- 0.83
- R²
- 0.42
- Upside Capture
- 123.30%
- Downside Capture
- 99.00%
Expense Ratio
ACRNX has an expense ratio of 0.83%, placing it in the medium range.
Return for Risk
Risk / Return Rank
ACRNX ranks 29 for risk / return — below 29% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and compare them to S&P 500 Index.
| ACRNX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.57 | 2.24 | -0.67 |
Sortino ratioReturn per unit of downside risk | 2.21 | 3.07 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.41 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.93 | -1.00 |
Martin ratioReturn relative to average drawdown | 7.37 | 13.52 | -6.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Columbia Acorn Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $3.72 | $2.20 | $1.68 | $1.11 | $3.64 | $5.98 | $12.28 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 8.55% | 23.63% | 39.09% | 63.48% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $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 |
| 2024 | $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 |
| 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 | $0.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 |
| 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 | $3.72 |
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.
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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 56.70%, occurring on Mar 9, 2009. Recovery took 452 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -56.70%Mar 2009 | 1y 5mo | 1y 9mo | 3y 2moOct 2007 - Dec 2010 |
Bear market2022 | -45.58%Jun 2022 | 7mo 8d | 3y 11mo | 4y 6moNov 2021 - Jun 2026 |
COVID crash2020 | -35.69%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
1998 bear market1998 | -32.25%Oct 1998 | 5mo 19d | 8mo 13d | 1y 1moApr 1998 - Jun 1999 |
1982 bear market1982 | -31.26%Aug 1982 | 1y 7mo | 8mo 9d | 2y 3moJan 1981 - Apr 1983 |
Drawdown Indicators
| ACRNX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -56.78% | +0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -9.10% | -7.53% |
Max Drawdown (3Y)Largest decline over 3 years | -30.05% | -18.90% | -11.15% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -25.43% | -20.15% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -33.92% | -11.66% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -8.77% | -10.72% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 1.97% | +2.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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