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Columbia Acorn European Fund (CAEZX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US1971995402

Inception Date

Aug 18, 2011

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

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


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


150.00%200.00%250.00%300.00%350.00%400.00%December2025FebruaryMarchAprilMay
196.44%
396.55%
CAEZX (Columbia Acorn European Fund)
Benchmark (^GSPC)

Returns By Period

Columbia Acorn European Fund (CAEZX) returned 8.69% year-to-date (YTD) and 4.90% over the past 12 months. Over the past 10 years, CAEZX returned 6.18% annually, underperforming the S&P 500 benchmark at 10.43%.


CAEZX

YTD

8.69%

1M

18.17%

6M

1.27%

1Y

4.90%

5Y*

7.76%

10Y*

6.18%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of CAEZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.41%-0.28%-2.75%5.17%2.07%8.69%
2024-3.80%3.03%1.84%-5.96%7.81%-3.15%6.68%3.04%0.54%-7.33%-1.93%-3.75%-4.20%
20238.28%0.31%3.77%3.63%-1.20%1.08%2.06%-5.98%-7.79%-6.72%16.95%11.09%25.11%
2022-15.25%-6.06%-1.84%-9.24%-2.15%-12.25%12.59%-10.92%-14.66%8.01%13.51%-3.03%-38.02%
20210.25%0.36%-1.08%8.80%2.77%0.23%6.03%3.95%-7.33%5.56%-3.04%4.42%21.76%
2020-3.14%-8.14%-19.45%13.71%12.87%1.71%9.38%6.79%-2.04%-4.28%11.04%8.18%23.09%
201910.45%4.18%1.23%6.55%-3.15%7.95%-3.80%-2.52%1.37%6.13%6.51%4.96%46.34%
20185.81%-3.92%-1.53%1.50%1.38%-2.25%2.33%0.96%-3.31%-10.38%-3.42%-6.48%-18.57%
20174.25%2.18%2.99%7.69%5.94%-1.14%3.33%-0.06%3.56%1.40%1.17%1.93%38.37%
2016-5.97%-0.86%8.51%0.07%1.54%-6.30%5.99%0.67%1.72%-6.17%-3.74%2.46%-3.28%
2015-0.84%7.03%-1.58%4.67%0.13%-2.45%0.26%-2.81%-3.37%4.46%0.27%-0.85%4.44%
2014-2.55%6.48%-2.09%0.13%0.81%-0.58%-3.57%0.13%-5.83%-0.28%1.79%-2.20%-7.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CAEZX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CAEZX is 3737
Overall Rank
The Sharpe Ratio Rank of CAEZX is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of CAEZX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of CAEZX is 3838
Omega Ratio Rank
The Calmar Ratio Rank of CAEZX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of CAEZX is 3535
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Columbia Acorn European Fund (CAEZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Columbia Acorn European Fund Sharpe ratios as of May 9, 2025 (values are recalculated daily):

  • 1-Year: 0.26
  • 5-Year: 0.35
  • 10-Year: 0.30
  • All Time: 0.42

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Columbia Acorn European Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.26
0.48
CAEZX (Columbia Acorn European Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Columbia Acorn European Fund provided a 2.46% dividend yield over the last twelve months, with an annual payout of $0.64 per share.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.64$0.64$0.22$0.00$0.14$0.13$0.24$0.12$0.24$0.16$0.23$0.09

Dividend yield

2.46%2.67%0.84%0.00%0.40%0.45%1.04%0.77%1.26%1.10%1.57%0.65%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.41$0.64
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2020$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.13
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2018$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2017$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.18$0.24
2016$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.13$0.16
2015$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.16$0.23
2014$0.01$0.00$0.00$0.00$0.00$0.00$0.09$0.09

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-22.16%
-7.82%
CAEZX (Columbia Acorn European Fund)
Benchmark (^GSPC)

Worst Drawdowns

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 22.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.98%Sep 7, 2021278Oct 12, 2022
-40.36%Jan 3, 202055Mar 23, 202082Jul 20, 2020137
-25.93%Jun 14, 2018134Dec 24, 2018216Nov 1, 2019350
-17%Jun 9, 2014424Feb 11, 2016294Apr 12, 2017718
-16.42%Oct 28, 201120Nov 25, 201158Feb 21, 201278

Volatility

Volatility Chart

The current Columbia Acorn European Fund volatility is 5.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.56%
11.21%
CAEZX (Columbia Acorn European Fund)
Benchmark (^GSPC)