ACRNX vs. CB
ACRNX (Columbia Acorn Fund) is Mid Cap Growth Equities fund managed by Columbia, while CB (Chubb Limited) is a stock. Over the past 10 years, ACRNX returned 9.48%/yr vs 12.62%/yr for CB. At a 0.41 correlation, their price movements are largely independent.
Performance
ACRNX vs. CB - Performance Comparison
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Returns By Period
In the year-to-date period, ACRNX achieves a 16.94% return, which is significantly higher than CB's 14.35% return. Over the past 10 years, ACRNX has underperformed CB with an annualized return of 9.48%, while CB has yielded a comparatively higher 12.62% annualized return.
ACRNX
- 1D
- -1.04%
- 1M
- 0.33%
- 6M
- 9.42%
- YTD
- 16.94%
- 1Y
- 27.43%
- 3Y*
- 13.34%
- 5Y*
- 2.59%
- 10Y*
- 9.48%
CB
- 1D
- 1.99%
- 1M
- 8.11%
- 6M
- 16.40%
- YTD
- 14.35%
- 1Y
- 29.21%
- 3Y*
- 25.17%
- 5Y*
- 18.38%
- 10Y*
- 12.62%
ACRNX vs. CB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 16.94% | 4.80% | 14.46% | 21.85% | -33.80% | 8.62% | 29.65% | 26.65% | -8.82% | 25.78% |
CB Chubb Limited | 14.35% | 14.46% | 23.89% | 4.20% | 15.97% | 27.85% | 1.41% | 22.94% | -9.63% | 12.82% |
Correlation
The correlation between ACRNX and CB is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Mar 24, 1993 | 0.41 |
The correlation between ACRNX and CB shifts across timeframes, from -0.18 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ACRNX vs. CB — Risk / Return Rank
ACRNX
CB
ACRNX vs. CB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and Chubb Limited (CB). 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.
| ACRNX | CB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.29 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.58 | 3.14 | -1.56 |
| Martin ratioReturn relative to average drawdown | 5.95 | 8.46 | -2.51 |
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Drawdowns
ACRNX vs. CB - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -56.70%, which is greater than CB's maximum drawdown of -50.99%. Use the drawdown chart below to compare losses from any high point for ACRNX and CB.
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Drawdown Indicators
| ACRNX | CB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -50.99% | -5.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -9.36% | -7.27% |
Max Drawdown (3Y)Largest decline over 3 years | -30.05% | -14.35% | -15.70% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -19.26% | -26.32% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -42.59% | -2.99% |
Current DrawdownCurrent decline from peak | -3.98% | -1.78% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -10.66% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 3.46% | +0.95% |
Volatility
ACRNX vs. CB - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 7.79% compared to Chubb Limited (CB) at 7.08%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than CB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACRNX | CB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.79% | 7.08% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 17.72% | 13.95% | +3.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.09% | 18.33% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 20.32% | +4.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 23.70% | -0.58% |
Dividends
ACRNX vs. CB - Dividend Comparison
ACRNX's dividend yield for the trailing twelve months is around 0.89%, less than CB's 1.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.89% | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 8.55% | 24.10% | 39.09% | 63.48% |
CB Chubb Limited | 1.11% | 1.22% | 1.30% | 1.51% | 1.49% | 1.65% | 2.01% | 1.91% | 2.24% | 1.93% | 2.07% | 4.23% |
Frequently Asked Questions
ACRNX and CB have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ACRNX has higher volatility (7.79%) compared to CB (7.08%). In terms of maximum drawdown, ACRNX dropped -56.70% vs CB's -50.99%.
CB currently has the higher Sharpe Ratio (1.60 vs 1.19), 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.
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