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.
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.
Compare to other instruments
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.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.85% | -3.20% |
| Year-To-Date | 5.91% | 2.84% |
| 6 months | 4.28% | 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.92% | -0.20% | ||||||||||
| 2022 | -9.51% | 6.70% | 2.81% | -5.58% |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 1987 | 69 | Dec 11, 1987 | 1058 | Jan 1, 1992 | 1127 |
| -83.04% | Nov 26, 1993 | 272 | Dec 12, 1994 | 5202 | Jun 22, 2015 | 5474 |
| -82.81% | Jul 7, 1986 | 119 | Dec 18, 1986 | 141 | Jul 3, 1987 | 260 |
| -81.64% | Feb 18, 1992 | 94 | Jun 26, 1992 | 109 | Nov 26, 1992 | 203 |
| -80.88% | Feb 16, 1993 | 6 | Feb 23, 1993 | 33 | Apr 9, 1993 | 39 |
| -80.44% | Sep 7, 1993 | 11 | Sep 21, 1993 | 47 | Nov 25, 1993 | 58 |
| -80.4% | Jul 6, 1993 | 13 | Jul 22, 1993 | 32 | Sep 6, 1993 | 45 |
| -80.33% | Jun 1, 1993 | 6 | Jun 8, 1993 | 19 | Jul 5, 1993 | 25 |
| -80.19% | Apr 12, 1993 | 12 | Apr 27, 1993 | 24 | May 31, 1993 | 36 |
| -80.18% | Jan 4, 1993 | 2 | Jan 5, 1993 | 29 | Feb 15, 1993 | 31 |
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.