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

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.


-0.50.00.51.00.8

Performance

NSEPX vs. ACRNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Acorn Fund (ACRNX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%AugustSeptemberOctoberNovemberDecember2025
9.31%
9.71%
NSEPX
ACRNX

Key characteristics

Sharpe Ratio

NSEPX:

1.24

ACRNX:

0.93

Sortino Ratio

NSEPX:

1.70

ACRNX:

1.35

Omega Ratio

NSEPX:

1.23

ACRNX:

1.17

Calmar Ratio

NSEPX:

1.88

ACRNX:

0.21

Martin Ratio

NSEPX:

6.62

ACRNX:

4.12

Ulcer Index

NSEPX:

2.59%

ACRNX:

4.25%

Daily Std Dev

NSEPX:

13.77%

ACRNX:

18.82%

Max Drawdown

NSEPX:

-54.89%

ACRNX:

-87.35%

Current Drawdown

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

YTD

3.26%

1M

1.67%

6M

9.30%

1Y

16.20%

5Y*

8.84%

10Y*

7.72%

ACRNX

YTD

2.08%

1M

1.35%

6M

9.71%

1Y

15.57%

5Y*

-2.97%

10Y*

-8.48%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NSEPX vs. ACRNX - Expense Ratio Comparison

NSEPX has a 0.55% expense ratio, which is lower than ACRNX's 0.83% expense ratio.


ACRNX
Columbia Acorn Fund
Expense ratio chart for ACRNX: current value at 0.83% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.83%
Expense ratio chart for NSEPX: current value at 0.55% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.55%

Risk-Adjusted Performance

NSEPX vs. ACRNX — Risk-Adjusted Performance Rank

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

NSEPX
The Risk-Adjusted Performance Rank of NSEPX is 6868
Overall Rank
The Sharpe Ratio Rank of NSEPX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of NSEPX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of NSEPX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of NSEPX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of NSEPX is 7171
Martin Ratio Rank

ACRNX
The Risk-Adjusted Performance Rank of ACRNX is 4040
Overall Rank
The Sharpe Ratio Rank of ACRNX is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of ACRNX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of ACRNX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of ACRNX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of ACRNX is 5353
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.

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.


Sharpe ratio
The chart of Sharpe ratio for NSEPX, currently valued at 1.24, compared to the broader market-1.000.001.002.003.004.001.240.93
The chart of Sortino ratio for NSEPX, currently valued at 1.70, compared to the broader market0.005.0010.001.701.35
The chart of Omega ratio for NSEPX, currently valued at 1.23, compared to the broader market1.002.003.004.001.231.17
The chart of Calmar ratio for NSEPX, currently valued at 1.88, compared to the broader market0.005.0010.0015.0020.001.880.24
The chart of Martin ratio for NSEPX, currently valued at 6.62, compared to the broader market0.0020.0040.0060.0080.006.624.12
NSEPX
ACRNX

The current NSEPX Sharpe Ratio is 1.24, which is higher than the ACRNX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of NSEPX and ACRNX, 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 Ratio0.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
1.24
0.93
NSEPX
ACRNX

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.


TTM20242023202220212020201920182017201620152014
NSEPX
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%
ACRNX
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.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-2.50%
-66.46%
NSEPX
ACRNX

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.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
4.42%
5.07%
NSEPX
ACRNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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