Columbia Acorn USA Fund (AUSAX)
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount any borrowings for investment purposes) in U.S. companies. It normally 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.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in Columbia Acorn USA Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $81,175 for a total return of roughly 711.75%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
Columbia Acorn USA Fund had a return of 6.36% year-to-date (YTD) and -17.23% in the last 12 months. Over the past 10 years, Columbia Acorn USA Fund had an annualized return of 7.44%, while the S&P 500 had an annualized return of 9.86%, indicating that Columbia Acorn USA Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -5.56% | -3.13% |
| Year-To-Date | 6.36% | 2.92% |
| 6 months | 1.83% | 2.02% |
| 1 year | -17.23% | -11.46% |
| 5 years (annualized) | 2.80% | 7.79% |
| 10 years (annualized) | 7.44% | 9.86% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.97% | -0.19% | ||||||||||
| 2022 | -9.53% | 6.48% | 2.89% | -5.51% |
Dividend History
Columbia Acorn USA Fund granted a 4.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.44 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.44 | $0.44 | $4.54 | $0.80 | $1.68 | $2.18 | $5.22 | $7.62 | $8.52 | $6.04 | $3.00 | $2.55 |
Dividend yield | 4.43% | 4.71% | 31.95% | 6.12% | 15.94% | 27.11% | 63.70% | 111.01% | 140.48% | 97.91% | 50.56% | 56.93% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Acorn USA 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 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.13 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.66 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.66 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.95 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.68 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.56 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.96 |
| 2012 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.50 |
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 USA 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 USA Fund is 58.64%, recorded on Mar 9, 2009. It took 483 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.64% | Jun 5, 2007 | 442 | Mar 9, 2009 | 483 | Feb 4, 2011 | 925 |
| -45.82% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -39.95% | Feb 20, 2020 | 20 | Mar 18, 2020 | 141 | Oct 7, 2020 | 161 |
| -37.15% | Apr 17, 2002 | 122 | Oct 9, 2002 | 249 | Oct 7, 2003 | 371 |
| -32.95% | Apr 24, 1998 | 120 | Oct 8, 1998 | 666 | May 16, 2001 | 786 |
| -28.81% | Jul 8, 2011 | 61 | Oct 3, 2011 | 239 | Sep 14, 2012 | 300 |
| -27.58% | Jun 24, 2015 | 161 | Feb 11, 2016 | 199 | Nov 23, 2016 | 360 |
| -26.55% | Sep 4, 2018 | 78 | Dec 24, 2018 | 232 | Nov 25, 2019 | 310 |
| -23.03% | Aug 2, 2001 | 32 | Sep 21, 2001 | 141 | Apr 16, 2002 | 173 |
| -14.35% | Feb 16, 2021 | 62 | May 13, 2021 | 119 | Nov 1, 2021 | 181 |
Volatility Chart
Current Columbia Acorn USA Fund volatility is 28.19%. 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.