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

Correlation

The correlation between ACRNX and VGHCX is 0.76, 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. VGHCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Acorn Fund (ACRNX) and Vanguard Health Care Fund Investor Shares (VGHCX). The values are adjusted to include any dividend payments, if applicable.

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
1,401.01%
12,522.74%
ACRNX
VGHCX

Key characteristics

Sharpe Ratio

ACRNX:

-0.11

VGHCX:

-0.77

Sortino Ratio

ACRNX:

-0.06

VGHCX:

-0.93

Omega Ratio

ACRNX:

0.99

VGHCX:

0.88

Calmar Ratio

ACRNX:

-0.11

VGHCX:

-0.48

Martin Ratio

ACRNX:

-0.40

VGHCX:

-1.07

Ulcer Index

ACRNX:

10.28%

VGHCX:

10.94%

Daily Std Dev

ACRNX:

25.01%

VGHCX:

15.55%

Max Drawdown

ACRNX:

-87.19%

VGHCX:

-36.93%

Current Drawdown

ACRNX:

-25.59%

VGHCX:

-21.76%

Returns By Period

In the year-to-date period, ACRNX achieves a -11.03% return, which is significantly lower than VGHCX's -6.81% return. Over the past 10 years, ACRNX has outperformed VGHCX with an annualized return of 6.02%, while VGHCX has yielded a comparatively lower 5.37% annualized return.


ACRNX

YTD

-11.03%

1M

16.91%

6M

-15.10%

1Y

-2.62%

5Y*

4.35%

10Y*

6.02%

VGHCX

YTD

-6.81%

1M

3.21%

6M

-14.11%

1Y

-11.85%

5Y*

4.26%

10Y*

5.37%

*Annualized

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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 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 1414
Overall Rank
The Sharpe Ratio Rank of ACRNX is 1616
Sharpe Ratio Rank
The Sortino Ratio Rank of ACRNX is 1414
Sortino Ratio Rank
The Omega Ratio Rank of ACRNX is 1414
Omega Ratio Rank
The Calmar Ratio Rank of ACRNX is 1313
Calmar Ratio Rank
The Martin Ratio Rank of ACRNX is 1313
Martin Ratio Rank

VGHCX
The Risk-Adjusted Performance Rank of VGHCX is 11
Overall Rank
The Sharpe Ratio Rank of VGHCX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of VGHCX is 11
Sortino Ratio Rank
The Omega Ratio Rank of VGHCX is 22
Omega Ratio Rank
The Calmar Ratio Rank of VGHCX is 11
Calmar Ratio Rank
The Martin Ratio Rank of VGHCX is 33
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. 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.


The current ACRNX Sharpe Ratio is -0.11, which is higher than the VGHCX Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of ACRNX and VGHCX, 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 Ratio-1.00-0.500.000.501.001.502.002.50December2025FebruaryMarchAprilMay
-0.11
-0.77
ACRNX
VGHCX

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 1.01%.


TTM20242023202220212020201920182017201620152014
ACRNX
Columbia Acorn Fund
0.00%0.00%0.00%5.30%26.17%13.28%11.43%13.87%23.63%39.09%63.48%17.56%
VGHCX
Vanguard Health Care Fund Investor Shares
1.01%0.99%0.84%0.78%0.86%0.87%1.17%1.22%1.00%1.00%1.18%1.00%

Drawdowns

ACRNX vs. VGHCX - Drawdown Comparison

The maximum ACRNX drawdown since its inception was -87.19%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for ACRNX and VGHCX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%December2025FebruaryMarchAprilMay
-25.59%
-21.76%
ACRNX
VGHCX

Volatility

ACRNX vs. VGHCX - Volatility Comparison

Columbia Acorn Fund (ACRNX) has a higher volatility of 12.08% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 8.14%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
12.08%
8.14%
ACRNX
VGHCX