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ACRNX vs. VGHCX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

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Returns By Period

In the year-to-date period, ACRNX achieves a 15.48% return, which is significantly higher than VGHCX's -4.67% return. Over the past 10 years, ACRNX has outperformed VGHCX with an annualized return of 9.49%, while VGHCX has yielded a comparatively lower 8.79% annualized return.


ACRNX

1D
1.75%
1M
7.60%
YTD
15.48%
6M
12.57%
1Y
30.40%
3Y*
14.71%
5Y*
3.94%
10Y*
9.49%

VGHCX

1D
-1.56%
1M
-1.40%
YTD
-4.67%
6M
-4.29%
1Y
16.18%
3Y*
8.30%
5Y*
7.16%
10Y*
8.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ACRNX vs. VGHCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ACRNX
Columbia Acorn Fund
15.48%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
-4.67%19.63%8.99%5.46%-1.05%14.36%12.57%22.93%1.03%19.59%

Correlation

The correlation between ACRNX and VGHCX is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.47

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.66

Correlation (All Time)
Calculated using the full available price history since May 24, 1984

0.67

The correlation between ACRNX and VGHCX shifts across timeframes, from 0.47 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ACRNX vs. VGHCX — Risk / Return Rank

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

ACRNX
ACRNX Risk / Return Rank: 2929
Overall Rank
ACRNX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
ACRNX Sortino Ratio Rank: 2828
Sortino Ratio Rank
ACRNX Omega Ratio Rank: 2727
Omega Ratio Rank
ACRNX Calmar Ratio Rank: 2727
Calmar Ratio Rank
ACRNX Martin Ratio Rank: 3232
Martin Ratio Rank

VGHCX
VGHCX Risk / Return Rank: 1717
Overall Rank
VGHCX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
VGHCX Sortino Ratio Rank: 1616
Sortino Ratio Rank
VGHCX Omega Ratio Rank: 1414
Omega Ratio Rank
VGHCX Calmar Ratio Rank: 2222
Calmar Ratio Rank
VGHCX Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


ACRNXVGHCXDifference

Sharpe ratio

Return per unit of total volatility

1.57

1.08

+0.49

Sortino ratio

Return per unit of downside risk

2.21

1.67

+0.54

Omega ratio

Gain probability vs. loss probability

1.27

1.19

+0.08

Calmar ratio

Return relative to maximum drawdown

1.93

1.73

+0.21

Martin ratio

Return relative to average drawdown

7.37

4.60

+2.77

ACRNX vs. VGHCX - Sharpe Ratio Comparison

The current ACRNX Sharpe Ratio is 1.57, which is higher than the VGHCX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of ACRNX and VGHCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ACRNXVGHCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.57

1.08

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.40

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.50

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.92

-0.27

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


ACRNXVGHCXDifference

Max Drawdown

Largest 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 (3Y)

Largest decline over 3 years

-30.05%

-16.08%

-13.97%

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 Drawdown

Current decline from peak

0.00%

-7.61%

+7.61%

Average Drawdown

Average peak-to-trough decline

-8.77%

-5.25%

-3.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.35%

3.44%

+0.91%

Volatility

ACRNX vs. VGHCX - Volatility Comparison

Columbia Acorn Fund (ACRNX) has a higher volatility of 6.41% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 3.79%. 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


ACRNXVGHCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.41%

3.79%

+2.62%

Volatility (6M)

Calculated over the trailing 6-month period

16.24%

10.35%

+5.89%

Volatility (1Y)

Calculated over the trailing 1-year period

20.50%

14.75%

+5.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.00%

18.21%

+6.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.06%

17.64%

+5.42%

ACRNX vs. VGHCX - Expense Ratio Comparison

ACRNX has a 0.83% expense ratio, which is higher than VGHCX's 0.30% expense ratio.


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 6.93%.


PositionTTM20252024202320222021202020192018201720162015
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
6.93%6.00%22.72%7.17%5.44%8.31%7.96%11.82%9.10%7.30%8.54%8.16%

Frequently Asked Questions


ACRNX and VGHCX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ACRNX has higher volatility (6.41%) compared to VGHCX (3.79%). In terms of maximum drawdown, ACRNX dropped -56.70% vs VGHCX's -36.93%.

ACRNX currently has the higher Sharpe Ratio (1.57 vs 1.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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