PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Columbia Acorn Fund (ACRNX) Sharpe Ratio: 1.57

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

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.

ACRNX's Sharpe Ratio of 1.57 indicates that for each unit of volatility, it generates 1.57 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 4, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

ACRNX Sharpe Ratio Rank

ACRNX Sharpe Ratio Rank: 30.230
Below Average

ACRNX ranks above 30.2% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

ACRNX Sharpe Ratio Market Positioning

The chart shows ACRNX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.44 or lower
  • Yellow zone (middle 50%): 1.44 to 2.54
  • Green zone (top 25%): 2.54 or higher
  • Top 1%: 4.68+
  • Median: 2.10 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Columbia Acorn Fund's Sharpe Ratio with other mutual funds in the Mid Cap Growth Equities category across multiple time periods, showing how ACRNX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 4, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NEEIXNeedham Growth Fund Institutional Class3.83
NEEGXNeedham Growth Fund3.79
VHCOXVanguard Capital Opportunity Fund Investor Shares3.38
TAAGXTimothy Plan Aggressive Growth Fund3.12
POAGXPrimeCap Odyssey Aggressive Growth Fund3.07
EEOFXEssex Environmental Opportunities Fund2.77
CTIGXCalamos Timpani SMID Growth Fund2.25
TGFRXTanaka Growth Fund2.15
MGOYXVictory Munder Mid-Cap Core Growth Fund2.15
PGOFXPioneer Select Mid Cap Growth Fund2.11
ACRNXColumbia Acorn Fund1.57

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows ACRNX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when ACRNX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does ACRNX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio