NSEPX vs. ACRNX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Acorn Fund (ACRNX).
NSEPX is managed by Columbia Threadneedle. It was launched on Oct 2, 1998. ACRNX is managed by Columbia Threadneedle. It was launched on Jun 10, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSEPX or ACRNX.
Correlation
The correlation between NSEPX and ACRNX 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.
Performance
NSEPX vs. ACRNX - Performance Comparison
Key characteristics
NSEPX:
1.24
ACRNX:
0.93
NSEPX:
1.70
ACRNX:
1.35
NSEPX:
1.23
ACRNX:
1.17
NSEPX:
1.88
ACRNX:
0.21
NSEPX:
6.62
ACRNX:
4.12
NSEPX:
2.59%
ACRNX:
4.25%
NSEPX:
13.77%
ACRNX:
18.82%
NSEPX:
-54.89%
ACRNX:
-87.35%
NSEPX:
-2.50%
ACRNX:
-80.16%
Returns By Period
In the year-to-date period, NSEPX achieves a 3.26% return, which is significantly higher than ACRNX's 2.08% return. Over the past 10 years, NSEPX has outperformed ACRNX with an annualized return of 7.72%, while ACRNX has yielded a comparatively lower -8.48% annualized return.
NSEPX
3.26%
1.67%
9.30%
16.20%
8.84%
7.72%
ACRNX
2.08%
1.35%
9.71%
15.57%
-2.97%
-8.48%
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NSEPX vs. ACRNX - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is lower than ACRNX's 0.83% expense ratio.
Risk-Adjusted Performance
NSEPX vs. ACRNX — Risk-Adjusted Performance Rank
NSEPX
ACRNX
NSEPX vs. ACRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Acorn Fund (ACRNX). 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
NSEPX vs. ACRNX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 0.51%, while ACRNX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Select Large Cap Equity Fund | 0.51% | 0.52% | 0.95% | 1.04% | 0.96% | 1.47% | 1.06% | 1.44% | 0.79% | 1.17% | 2.01% | 1.08% |
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% |
Drawdowns
NSEPX vs. ACRNX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -54.89%, smaller than the maximum ACRNX drawdown of -87.35%. Use the drawdown chart below to compare losses from any high point for NSEPX and ACRNX. For additional features, visit the drawdowns tool.
Volatility
NSEPX vs. ACRNX - Volatility Comparison
The current volatility for Columbia Select Large Cap Equity Fund (NSEPX) is 4.42%, while Columbia Acorn Fund (ACRNX) has a volatility of 5.07%. This indicates that NSEPX experiences smaller price fluctuations and is considered to be less risky than ACRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.