ACINX vs. HLMSX
Compare and contrast key facts about Columbia Acorn International Fund (ACINX) and Harding Loevner International Small Companies Portfolio (HLMSX).
ACINX is managed by Columbia. It was launched on Sep 22, 1992. HLMSX is managed by Harding Loevner. It was launched on Mar 25, 2007.
Performance
ACINX vs. HLMSX - Performance Comparison
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ACINX vs. HLMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACINX Columbia Acorn International Fund | -3.08% | 12.52% | -6.57% | 19.57% | -33.64% | 12.92% | 15.15% | 29.84% | -18.35% | 31.20% |
HLMSX Harding Loevner International Small Companies Portfolio | -3.25% | 14.87% | -6.92% | 11.78% | -24.50% | 12.82% | 18.51% | 29.45% | -17.65% | 34.42% |
Returns By Period
In the year-to-date period, ACINX achieves a -3.08% return, which is significantly higher than HLMSX's -3.25% return. Over the past 10 years, ACINX has underperformed HLMSX with an annualized return of 3.72%, while HLMSX has yielded a comparatively higher 5.40% annualized return.
ACINX
- 1D
- 4.01%
- 1M
- -9.38%
- YTD
- -3.08%
- 6M
- -5.08%
- 1Y
- 10.43%
- 3Y*
- 3.11%
- 5Y*
- -2.12%
- 10Y*
- 3.72%
HLMSX
- 1D
- 2.21%
- 1M
- -5.44%
- YTD
- -3.25%
- 6M
- -5.18%
- 1Y
- 8.56%
- 3Y*
- 3.59%
- 5Y*
- -0.47%
- 10Y*
- 5.40%
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ACINX vs. HLMSX - Expense Ratio Comparison
ACINX has a 0.97% expense ratio, which is lower than HLMSX's 1.37% expense ratio.
Return for Risk
ACINX vs. HLMSX — Risk / Return Rank
ACINX
HLMSX
ACINX vs. HLMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and Harding Loevner International Small Companies Portfolio (HLMSX). 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.
| ACINX | HLMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.67 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.96 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.13 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 0.72 | -0.07 |
Martin ratioReturn relative to average drawdown | 2.25 | 1.83 | +0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACINX | HLMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.67 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | -0.03 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.36 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.18 |
Correlation
The correlation between ACINX and HLMSX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACINX vs. HLMSX - Dividend Comparison
ACINX's dividend yield for the trailing twelve months is around 6.11%, more than HLMSX's 4.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACINX Columbia Acorn International Fund | 6.11% | 5.92% | 10.97% | 0.00% | 3.12% | 16.16% | 12.94% | 11.09% | 29.07% | 6.17% | 1.33% | 5.34% |
HLMSX Harding Loevner International Small Companies Portfolio | 4.17% | 4.04% | 1.17% | 1.00% | 1.83% | 2.82% | 0.03% | 0.52% | 7.56% | 1.13% | 4.37% | 1.54% |
Drawdowns
ACINX vs. HLMSX - Drawdown Comparison
The maximum ACINX drawdown since its inception was -60.92%, roughly equal to the maximum HLMSX drawdown of -60.77%. Use the drawdown chart below to compare losses from any high point for ACINX and HLMSX.
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Drawdown Indicators
| ACINX | HLMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.92% | -60.77% | -0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.23% | -10.59% | -3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -46.12% | -38.22% | -7.90% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -38.22% | -7.90% |
Current DrawdownCurrent decline from peak | -22.30% | -17.42% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -15.71% | -13.24% | -2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 4.19% | -0.04% |
Volatility
ACINX vs. HLMSX - Volatility Comparison
Columbia Acorn International Fund (ACINX) has a higher volatility of 8.80% compared to Harding Loevner International Small Companies Portfolio (HLMSX) at 5.45%. This indicates that ACINX's price experiences larger fluctuations and is considered to be riskier than HLMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACINX | HLMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.80% | 5.45% | +3.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 8.63% | +4.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.24% | 13.41% | +4.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.95% | 14.94% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 14.88% | +3.29% |