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. It was launched on Jun 10, 1970. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Performance
ACRNX vs. VGHCX - Performance Comparison
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ACRNX vs. VGHCX - 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% |
VGHCX Vanguard Health Care Fund Investor Shares | -5.90% | 19.63% | 8.99% | 5.46% | -1.05% | 14.36% | 12.57% | 22.93% | 1.03% | 19.59% |
Returns By Period
In the year-to-date period, ACRNX achieves a -9.00% return, which is significantly lower than VGHCX's -5.90% return. Over the past 10 years, ACRNX has underperformed VGHCX with an annualized return of 7.33%, while VGHCX has yielded a comparatively higher 9.25% 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%
VGHCX
- 1D
- 0.43%
- 1M
- -8.80%
- YTD
- -5.90%
- 6M
- 7.14%
- 1Y
- 9.73%
- 3Y*
- 9.19%
- 5Y*
- 7.98%
- 10Y*
- 9.25%
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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.
Return for Risk
ACRNX vs. VGHCX — Risk / Return Rank
ACRNX
VGHCX
ACRNX vs. VGHCX - Risk-Adjusted Trends 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.
| ACRNX | VGHCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.53 | -0.13 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.83 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.10 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.43 | 1.14 | -0.71 |
Martin ratioReturn relative to average drawdown | 1.61 | 2.80 | -1.19 |
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 | VGHCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.53 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.44 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.53 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.93 | -0.29 |
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.
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 7.02%.
| 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% |
VGHCX Vanguard Health Care Fund Investor Shares | 7.02% | 6.00% | 22.72% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.10% | 7.30% | 8.54% | 8.16% |
Drawdowns
ACRNX vs. VGHCX - Drawdown Comparison
The maximum ACRNX drawdown since its inception was -56.70%, 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.
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Drawdown Indicators
| ACRNX | VGHCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.70% | -36.93% | -19.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | -9.20% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -45.58% | -16.95% | -28.63% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -27.18% | -18.40% |
Current DrawdownCurrent decline from peak | -20.25% | -8.80% | -11.45% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -5.25% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.91% | +0.56% |
Volatility
ACRNX vs. VGHCX - Volatility Comparison
Columbia Acorn Fund (ACRNX) has a higher volatility of 7.83% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 4.82%. 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.
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Volatility by Period
| ACRNX | VGHCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 4.82% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.31% | 10.26% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.40% | 17.43% | +6.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.85% | 18.05% | +6.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 17.62% | +5.26% |