ACRNX vs. NSEPX
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and Columbia Select Large Cap Equity Fund (NSEPX).
ACRNX is managed by Columbia Threadneedle. It was launched on Jun 10, 1970. NSEPX is managed by Columbia Threadneedle. It was launched on Oct 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACRNX or NSEPX.
Correlation
The correlation between ACRNX and NSEPX is 0.84, 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
ACRNX vs. NSEPX - Performance Comparison
Key characteristics
ACRNX:
1.03
NSEPX:
1.38
ACRNX:
1.48
NSEPX:
1.87
ACRNX:
1.18
NSEPX:
1.25
ACRNX:
0.23
NSEPX:
2.06
ACRNX:
4.55
NSEPX:
7.30
ACRNX:
4.20%
NSEPX:
2.57%
ACRNX:
18.59%
NSEPX:
13.65%
ACRNX:
-87.35%
NSEPX:
-54.89%
ACRNX:
-79.78%
NSEPX:
-1.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with ACRNX having a 4.00% return and NSEPX slightly lower at 3.85%. Over the past 10 years, ACRNX has underperformed NSEPX with an annualized return of -8.35%, while NSEPX has yielded a comparatively higher 7.72% annualized return.
ACRNX
4.00%
1.88%
10.91%
19.47%
-2.48%
-8.35%
NSEPX
3.85%
1.12%
8.99%
17.78%
9.32%
7.72%
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ACRNX vs. NSEPX - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than NSEPX's 0.55% expense ratio.
Risk-Adjusted Performance
ACRNX vs. NSEPX — Risk-Adjusted Performance Rank
ACRNX
NSEPX
ACRNX vs. NSEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and Columbia Select Large Cap Equity Fund (NSEPX). 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
ACRNX vs. NSEPX - Dividend Comparison
ACRNX has not paid dividends to shareholders, while NSEPX's dividend yield for the trailing twelve months is around 0.50%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Acorn Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Columbia Select Large Cap Equity Fund | 0.50% | 0.52% | 0.95% | 1.04% | 0.96% | 1.47% | 1.06% | 1.44% | 0.79% | 1.17% | 2.01% | 1.08% |
Drawdowns
ACRNX vs. NSEPX - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -87.35%, which is greater than NSEPX's maximum drawdown of -54.89%. Use the drawdown chart below to compare losses from any high point for ACRNX and NSEPX. For additional features, visit the drawdowns tool.
Volatility
ACRNX vs. NSEPX - Volatility Comparison
Columbia Acorn Fund (ACRNX) and Columbia Select Large Cap Equity Fund (NSEPX) have volatilities of 4.12% and 4.17%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.