ACRNX vs. VGHCX
Compare and contrast key facts about Columbia Acorn Fund (ACRNX) and Vanguard Health Care Fund Investor Shares (VGHCX).
ACRNX is managed by Columbia Threadneedle. It was launched on Jun 10, 1970. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACRNX or VGHCX.
Key characteristics
| ACRNX | VGHCX | |
|---|---|---|
| YTD Return | 2.38% | 2.06% |
| 1Y Return | 14.53% | 3.33% |
| 3Y Return (Ann) | -5.25% | 5.70% |
| 5Y Return (Ann) | 4.07% | 10.23% |
| 10Y Return (Ann) | 6.97% | 9.65% |
| Sharpe Ratio | 0.82 | 0.33 |
| Daily Std Dev | 17.87% | 12.02% |
| Max Drawdown | -85.81% | -36.98% |
| Current Drawdown | -25.19% | -4.45% |
Correlation
The correlation between ACRNX and VGHCX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ACRNX vs. VGHCX - Performance Comparison
In the year-to-date period, ACRNX achieves a 2.38% return, which is significantly higher than VGHCX's 2.06% return. Over the past 10 years, ACRNX has underperformed VGHCX with an annualized return of 6.97%, while VGHCX has yielded a comparatively higher 9.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. VGHCX - Expense Ratio Comparison
ACRNX has a 0.83% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Risk-Adjusted Performance
ACRNX vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Acorn Fund (ACRNX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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. VGHCX - Dividend Comparison
ACRNX has not paid dividends to shareholders, while VGHCX's dividend yield for the trailing twelve months is around 6.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACRNX Columbia Acorn Fund | 0.00% | 0.00% | 5.30% | 26.17% | 13.28% | 11.43% | 13.87% | 23.63% | 39.09% | 63.48% | 17.56% | 6.33% |
VGHCX Vanguard Health Care Fund Investor Shares | 6.95% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% | 8.73% |
Drawdowns
ACRNX vs. VGHCX - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -85.81%, which is greater than VGHCX's maximum drawdown of -36.98%. Use the drawdown chart below to compare losses from any high point for ACRNX and VGHCX. For additional features, visit the drawdowns tool.
Volatility
ACRNX vs. VGHCX - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 5.45% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 3.36%. This indicates that ACRNX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.