ACINX vs. BSTZ

Last updated Jun 23, 2026

ACINX (Columbia Acorn International Fund) is Foreign Small & Mid Cap Equities fund managed by Columbia, while BSTZ (BlackRock Science and Technology Trust II) is a stock. Over the past 5 years, ACINX returned -1.01%/yr vs 5.21%/yr for BSTZ. A 0.64 correlation means they provide meaningful diversification when combined.

Performance

ACINX vs. BSTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Acorn International Fund (ACINX) and BlackRock Science and Technology Trust II (BSTZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ACINX achieves a 7.56% return, which is significantly lower than BSTZ's 42.73% return.

ACINX

• 1D: 1.00%
• 1M: 1.61%
• YTD: 7.56%
• 6M: 7.80%
• 1Y: 7.97%
• 3Y*: 4.78%
• 5Y*: -1.01%
• 10Y*: 4.68%

BSTZ

• 1D: -0.23%
• 1M: 8.66%
• YTD: 42.73%
• 6M: 40.98%
• 1Y: 77.01%
• 3Y*: 34.40%
• 5Y*: 5.21%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACINX vs. BSTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
ACINX Columbia Acorn International Fund	7.56%	12.52%	-6.57%	19.57%	-33.64%	12.92%	15.15%	11.16%
BSTZ BlackRock Science and Technology Trust II	42.73%	25.06%	37.49%	18.72%	-55.34%	12.71%	87.46%	5.04%

Correlation

The correlation between ACINX and BSTZ is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.55
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.67
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019	0.64

The correlation between ACINX and BSTZ shifts across timeframes, from 0.55 (1 year) to 0.67 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

ACINX vs. BSTZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACINX

ACINX Risk / Return Rank: 6
ACINX Sharpe Ratio Rank: 6
ACINX Sortino Ratio Rank: 6
ACINX Omega Ratio Rank: 6
ACINX Calmar Ratio Rank: 6
ACINX Martin Ratio Rank: 6

BSTZ

BSTZ Risk / Return Rank: 96
BSTZ Sharpe Ratio Rank: 96
BSTZ Sortino Ratio Rank: 94
BSTZ Omega Ratio Rank: 94
BSTZ Calmar Ratio Rank: 97
BSTZ Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACINX vs. BSTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and BlackRock Science and Technology Trust II (BSTZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	ACINX	BSTZ	Difference
Sharpe ratio: Return per unit of total volatility	0.39	3.15	-2.75
Sortino ratio: Return per unit of downside risk	0.69	3.78	-3.09
Omega ratio: Gain probability vs. loss probability	1.08	1.51	-0.43
Calmar ratio: Return relative to maximum drawdown	0.50	8.36	-7.86
Martin ratio: Return relative to average drawdown	1.58	24.86	-23.29

ACINX vs. BSTZ - Sharpe Ratio Comparison

The current ACINX Sharpe Ratio is 0.39, which is lower than the BSTZ Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of ACINX and BSTZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

ACINX vs. BSTZ - Drawdown Comparison

The maximum ACINX drawdown since its inception was -60.92%, roughly equal to the maximum BSTZ drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for ACINX and BSTZ.

Drawdown Indicators

	ACINX	BSTZ	Difference
Max Drawdown Largest peak-to-trough decline	-60.92%	-60.51%	-0.41%
Max Drawdown (1Y) Largest decline over 1 year	-14.23%	-9.26%	-4.97%
Max Drawdown (3Y) Largest decline over 3 years	-22.22%	-25.31%	+3.09%
Max Drawdown (5Y) Largest decline over 5 years	-46.12%	-60.51%	+14.39%
Max Drawdown (10Y) Largest decline over 10 years	-46.12%	—	—
Current Drawdown Current decline from peak	-13.77%	-2.08%	-11.69%
Average Drawdown Average peak-to-trough decline	-15.71%	-27.39%	+11.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.46%	3.11%	+1.35%

Volatility

ACINX vs. BSTZ - Volatility Comparison

The current volatility for Columbia Acorn International Fund (ACINX) is 5.43%, while BlackRock Science and Technology Trust II (BSTZ) has a volatility of 11.11%. This indicates that ACINX experiences smaller price fluctuations and is considered to be less risky than BSTZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACINX	BSTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.43%	11.11%	-5.68%
Volatility (6M) Calculated over the trailing 6-month period	15.05%	21.21%	-6.16%
Volatility (1Y) Calculated over the trailing 1-year period	17.87%	24.63%	-6.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.21%	27.79%	-8.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.37%	30.29%	-11.92%

Dividends

ACINX vs. BSTZ - Dividend Comparison

ACINX's dividend yield for the trailing twelve months is around 4.74%, less than BSTZ's 7.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACINX Columbia Acorn International Fund	4.74%	5.92%	10.97%	0.00%	3.12%	16.16%	12.94%	11.09%	29.07%	6.17%	1.33%	5.34%
BSTZ BlackRock Science and Technology Trust II	7.96%	12.46%	9.75%	10.90%	14.73%	5.14%	3.42%	2.44%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ACINX and BSTZ in my portfolio?

ACINX and BSTZ have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ACINX or BSTZ?

BSTZ has higher volatility (11.11%) compared to ACINX (5.43%). In terms of maximum drawdown, ACINX dropped -60.92% vs BSTZ's -60.51%.

Which has better risk-adjusted returns?

BSTZ currently has the higher Sharpe Ratio (3.15 vs 0.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.