ACINX vs. OAKIX
Compare and contrast key facts about Columbia Acorn International Fund (ACINX) and Oakmark International Fund (OAKIX).
ACINX is managed by Columbia Threadneedle. It was launched on Sep 22, 1992. OAKIX is managed by Oakmark. It was launched on Sep 29, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACINX or OAKIX.
Key characteristics
| ACINX | OAKIX | |
|---|---|---|
| YTD Return | 4.01% | 1.04% |
| 1Y Return | 21.42% | 13.03% |
| 3Y Return (Ann) | -5.80% | -0.64% |
| 5Y Return (Ann) | 3.60% | 4.42% |
| 10Y Return (Ann) | 4.26% | 4.68% |
| Sharpe Ratio | 1.34 | 0.90 |
| Sortino Ratio | 2.00 | 1.38 |
| Omega Ratio | 1.24 | 1.16 |
| Calmar Ratio | 0.56 | 0.55 |
| Martin Ratio | 7.21 | 3.58 |
| Ulcer Index | 2.96% | 3.68% |
| Daily Std Dev | 15.90% | 14.69% |
| Max Drawdown | -66.29% | -60.45% |
| Current Drawdown | -20.68% | -8.09% |
Correlation
The correlation between ACINX and OAKIX is 0.74, 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.
Performance
ACINX vs. OAKIX - Performance Comparison
In the year-to-date period, ACINX achieves a 4.01% return, which is significantly higher than OAKIX's 1.04% return. Over the past 10 years, ACINX has underperformed OAKIX with an annualized return of 4.26%, while OAKIX has yielded a comparatively higher 4.68% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACINX vs. OAKIX - Expense Ratio Comparison
ACINX has a 0.97% expense ratio, which is lower than OAKIX's 1.04% expense ratio.
Risk-Adjusted Performance
ACINX vs. OAKIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn International Fund (ACINX) and Oakmark International Fund (OAKIX). 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.
Dividends
ACINX vs. OAKIX - Dividend Comparison
ACINX's dividend yield for the trailing twelve months is around 3.70%, more than OAKIX's 1.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACINX Columbia Acorn International Fund | 3.70% | 0.00% | 3.12% | 16.16% | 12.94% | 11.09% | 33.75% | 7.01% | 1.33% | 5.34% | 7.18% | 6.68% |
OAKIX Oakmark International Fund | 1.83% | 1.85% | 2.97% | 1.23% | 0.33% | 1.81% | 7.53% | 3.19% | 1.73% | 5.28% | 6.89% | 2.84% |
Drawdowns
ACINX vs. OAKIX - Drawdown Comparison
The maximum ACINX drawdown since its inception was -66.29%, which is greater than OAKIX's maximum drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for ACINX and OAKIX. For additional features, visit the drawdowns tool.
Volatility
ACINX vs. OAKIX - Volatility Comparison
The current volatility for Columbia Acorn International Fund (ACINX) is 5.24%, while Oakmark International Fund (OAKIX) has a volatility of 5.52%. This indicates that ACINX experiences smaller price fluctuations and is considered to be less risky than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.