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ACRNX vs. NSEPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.8

Performance

ACRNX vs. NSEPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Acorn Fund (ACRNX) and Columbia Select Large Cap Equity Fund (NSEPX). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%200.00%SeptemberOctoberNovemberDecember2025February
-13.47%
168.38%
ACRNX
NSEPX

Key characteristics

Sharpe Ratio

ACRNX:

0.15

NSEPX:

0.74

Sortino Ratio

ACRNX:

0.33

NSEPX:

1.06

Omega Ratio

ACRNX:

1.04

NSEPX:

1.14

Calmar Ratio

ACRNX:

0.04

NSEPX:

1.13

Martin Ratio

ACRNX:

0.56

NSEPX:

3.65

Ulcer Index

ACRNX:

4.98%

NSEPX:

2.81%

Daily Std Dev

ACRNX:

18.98%

NSEPX:

13.80%

Max Drawdown

ACRNX:

-78.62%

NSEPX:

-54.89%

Current Drawdown

ACRNX:

-68.98%

NSEPX:

-5.44%

Returns By Period

In the year-to-date period, ACRNX achieves a -5.60% return, which is significantly lower than NSEPX's 0.14% return. Over the past 10 years, ACRNX has underperformed NSEPX with an annualized return of -9.73%, while NSEPX has yielded a comparatively higher 6.70% annualized return.


ACRNX

YTD

-5.60%

1M

-8.38%

6M

-1.34%

1Y

1.20%

5Y*

-3.17%

10Y*

-9.73%

NSEPX

YTD

0.14%

1M

-2.85%

6M

1.53%

1Y

9.32%

5Y*

9.34%

10Y*

6.70%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ACRNX vs. NSEPX - Expense Ratio Comparison

ACRNX has a 0.83% expense ratio, which is higher than NSEPX's 0.55% expense ratio.


ACRNX
Columbia Acorn Fund
Expense ratio chart for ACRNX: current value at 0.83% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.83%
Expense ratio chart for NSEPX: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%

Risk-Adjusted Performance

ACRNX vs. NSEPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACRNX
The Risk-Adjusted Performance Rank of ACRNX is 1616
Overall Rank
The Sharpe Ratio Rank of ACRNX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of ACRNX is 1717
Sortino Ratio Rank
The Omega Ratio Rank of ACRNX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of ACRNX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of ACRNX is 1818
Martin Ratio Rank

NSEPX
The Risk-Adjusted Performance Rank of NSEPX is 5252
Overall Rank
The Sharpe Ratio Rank of NSEPX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of NSEPX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of NSEPX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of NSEPX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of NSEPX is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for ACRNX, currently valued at 0.15, compared to the broader market-1.000.001.002.003.004.000.150.74
The chart of Sortino ratio for ACRNX, currently valued at 0.33, compared to the broader market0.002.004.006.008.0010.000.331.06
The chart of Omega ratio for ACRNX, currently valued at 1.04, compared to the broader market1.002.003.001.041.14
The chart of Calmar ratio for ACRNX, currently valued at 0.04, compared to the broader market0.005.0010.0015.000.041.13
The chart of Martin ratio for ACRNX, currently valued at 0.56, compared to the broader market0.0020.0040.0060.0080.000.563.65
ACRNX
NSEPX

The current ACRNX Sharpe Ratio is 0.15, which is lower than the NSEPX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of ACRNX and NSEPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.15
0.74
ACRNX
NSEPX

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 0.52%.


TTM20242023202220212020201920182017201620152014
ACRNX
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%
NSEPX
Columbia Select Large Cap Equity Fund
0.52%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 -78.62%, 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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-68.98%
-5.44%
ACRNX
NSEPX

Volatility

ACRNX vs. NSEPX - Volatility Comparison

Columbia Acorn Fund (ACRNX) has a higher volatility of 6.23% compared to Columbia Select Large Cap Equity Fund (NSEPX) at 3.88%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than NSEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
6.23%
3.88%
ACRNX
NSEPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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