It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ACFFX: COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z (MUTUAL FUND)
Basic Info 29.51 0.94(3.09%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 12/04/1998 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 6.80% |
| Expenses | 0.99% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/04/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 1.0 | 10.3 | 8.3 | -0.5 | 6.9 | 5.2 | 5.7 | 7.6 | 16.8 | -0.0 | 18.4 | -36.7 | 10.8 | 18.5 | 33.7 | -12.3 | 35.6 | 1.2 | -1.0 | -6.7 | 14.7 | 22.4 | -9.8 | 21.9 | 31.5 | -42.1 | 21.7 | 36.3 | 16.0 | 24.1 | 41.7 | -14.9 | -29.1 | -13.3 | 81.6 | 10.2 |
| Sharpe Ratio | NA | 0.26 | 0.6 | 0.39 | -0.13 | 0.29 | NA | NA | 0.34 | 0.83 | -0.24 | 0.89 | -1.29 | 0.69 | 0.59 | 2.52 | -0.85 | 4.35 | 0.07 | -0.09 | -0.69 | 1.48 | 1.93 | -0.47 | 1.32 | 1.55 | -1.23 | 1.04 | 2.3 | 1.36 | 1.73 | 4.02 | -1.18 | -1.55 | -0.69 | 5.47 | 26.9 |
| Draw Down(%) | NA | 14.5 | 14.5 | 20.5 | 47.5 | 47.5 | NA | NA | 64.2 | 15.0 | 10.7 | 20.5 | 45.4 | 10.7 | 37.6 | 8.0 | 19.8 | 2.3 | 10.7 | 15.2 | 18.9 | 8.7 | 7.9 | 20.4 | 11.9 | 18.8 | 53.1 | 12.5 | 16.1 | 8.2 | 10.1 | 13.6 | 25.2 | 44.6 | 37.0 | 5.7 | 1.1 |
| Standard Deviation(%) | NA | 22.3 | 17.7 | 17.1 | 20.1 | 19.3 | NA | NA | 18.1 | 17.9 | 15.1 | 16.7 | 29.7 | 15.7 | 30.8 | 12.8 | 16.2 | 8.1 | 15.3 | 12.5 | 9.8 | 9.9 | 11.6 | 20.7 | 16.5 | 20.3 | 34.9 | 18.0 | 14.3 | 10.1 | 13.3 | 10.2 | 13.6 | 20.6 | 25.5 | 14.3 | 10.7 |
| Treynor Ratio | NA | 0.06 | 0.12 | 0.08 | -0.03 | 0.07 | NA | NA | 0.08 | 0.2 | -0.04 | 0.18 | -0.46 | 0.16 | 0.2 | 0.41 | -0.17 | 0.52 | 0.01 | -0.02 | -0.12 | 0.26 | 0.37 | -0.14 | 0.3 | 0.48 | -0.57 | 0.22 | 0.39 | 0.18 | 0.27 | 0.78 | -0.36 | -0.63 | -0.15 | 1.01 | 4.59 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | 0.02 | -0.03 | 0.02 | -0.06 | 0.04 | -0.1 | 0.03 | -0.01 | 0.03 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.04 | 0.01 | -0.05 | 0.03 | 0.04 | 0.01 | 0.03 | 0.08 | -0.03 | -0.1 | -0.01 | 0.16 | 0.38 |
| Beta | NA | 0.94 | 0.89 | 0.83 | 0.82 | 0.82 | NA | NA | 0.75 | 0.74 | 0.84 | 0.84 | 0.82 | 0.69 | 0.93 | 0.79 | 0.79 | 0.67 | 0.81 | 0.69 | 0.58 | 0.56 | 0.6 | 0.7 | 0.72 | 0.66 | 0.75 | 0.84 | 0.86 | 0.76 | 0.85 | 0.52 | 0.45 | 0.5 | 1.13 | 0.77 | 0.63 |
| RSquared | NA | 0.87 | 0.81 | 0.81 | 0.82 | 0.81 | NA | NA | 0.75 | 0.82 | 0.81 | 0.78 | 0.84 | 0.75 | 0.88 | 0.79 | 0.83 | 0.57 | 0.85 | 0.78 | 0.56 | 0.58 | 0.79 | 0.93 | 0.9 | 0.9 | 0.91 | 0.83 | 0.8 | 0.62 | 0.69 | 0.5 | 0.53 | 0.25 | 0.63 | 0.53 | 0.5 |
| Yield(%) | N/A | 0.0 | 6.8 | 3.0 | 2.8 | 4.6 | 4.7 | 5.2 | N/A | 7.6 | 1.2 | 0.0 | 2.6 | 5.4 | 0.3 | 11.7 | 6.3 | 0.3 | 1.0 | 2.2 | 11.4 | 9.0 | 16.2 | 4.2 | 1.6 | 1.3 | 1.8 | 7.3 | 0.2 | 1.6 | 0.5 | 0.0 | 0.0 | 0.5 | 0.7 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 552.5 | -21.9 | -0.1 | -30.7 | N/A | N/A | N/A | 552.5 | N/A | -100.0 | -49.9 | 1904.3 | -96.7 | 49.0 | 2372.9 | -66.2 | -55.5 | -83.8 | 30.4 | -41.6 | 242.1 | 214.1 | 59.3 | -59.7 | -71.5 | 4006.0 | -82.4 | 317.6 | N/A | N/A | -100.0 | -35.7 | 366.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/04/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See FOREIGN SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (94%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (91%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (90%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (87%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (85%)
