ACRNX vs. CDDYX
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
ACRNX is managed by Columbia. It was launched on Jun 10, 1970. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
ACRNX vs. CDDYX - Performance Comparison
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ACRNX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | -9.00% | 4.80% | 14.46% | 21.85% | -33.80% | 8.62% | 29.65% | 26.65% | -8.82% | 25.22% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, ACRNX achieves a -9.00% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, ACRNX has underperformed CDDYX with an annualized return of 7.33%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
ACRNX
- 1D
- -1.97%
- 1M
- -12.92%
- YTD
- -9.00%
- 6M
- -7.88%
- 1Y
- 10.67%
- 3Y*
- 6.52%
- 5Y*
- -1.27%
- 10Y*
- 7.33%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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ACRNX vs. CDDYX - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
ACRNX vs. CDDYX — Risk / Return Rank
ACRNX
CDDYX
ACRNX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| ACRNX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.20 | -0.80 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.70 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.26 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.47 | -1.04 |
Martin ratioReturn relative to average drawdown | 1.61 | 6.88 | -5.27 |
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
| ACRNX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.20 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.81 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.78 | -0.46 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.85 | -0.22 |
Correlation
The correlation between ACRNX and CDDYX is 0.75, 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
ACRNX vs. CDDYX - Dividend Comparison
ACRNX has not paid dividends to shareholders, while CDDYX's dividend yield for the trailing twelve months is around 5.29%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 8.55% | 23.63% | 39.09% | 63.48% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
ACRNX vs. CDDYX - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -56.70%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for ACRNX and CDDYX.
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Drawdown Indicators
| ACRNX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -32.74% | -23.96% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -10.17% | -6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -16.91% | -28.67% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -32.74% | -12.84% |
Current DrawdownCurrent decline from peak | -20.25% | -5.46% | -14.79% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -2.79% | -5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 2.18% | +2.29% |
Volatility
ACRNX vs. CDDYX - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 7.83% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACRNX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 2.92% | +4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 6.83% | +8.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 13.61% | +10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 13.29% | +11.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 15.68% | +7.20% |