Columbia Acorn European Fund (CAEZX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Acorn European Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Acorn European Fund (CAEZX) has returned -7.77% so far this year and 12.96% over the past 12 months. Over the last ten years, CAEZX has returned 7.29% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Aug 18, 2011, CAEZX's average daily return is +0.04%, while the average monthly return is +0.82%. At this rate, your investment would double in approximately 7.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2023 with a return of +17.0%, while the worst month was Mar 2020 at -19.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CAEZX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -11.8%.

Columbia Acorn European Fund has an annualized alpha of -1.21%, beta of 0.82, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since August 19, 2011.

• This fund participated in 121.90% of S&P 500 Index downside but only 100.74% of its upside — more exposed to losses than it benefited from rallies.

CAEZX has a high expense ratio of 1.19%, indicating above-average management fees.

CAEZX ranks 22 for risk / return — below 22% 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.

The table below present risk-adjusted performance metrics for Columbia Acorn European Fund (CAEZX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Acorn European Fund provided a 22.73% dividend yield over the last twelve months, with an annual payout of $5.16 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Columbia Acorn European Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Columbia Acorn European 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 European Fund was 50.98%, occurring on Oct 12, 2022. The portfolio has not yet recovered.

The current Columbia Acorn European Fund drawdown is 18.09%.

The chart below shows the rolling one-month volatility.