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ACRNX: COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS Z (MUTUAL FUND)
Basic Info 14.61 0.68(4.45%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 01/21/1980 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.83% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/21/1980 |
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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 11.4 | 25.0 | 13.4 | 3.0 | 9.2 | 8.5 | 7.8 | 9.7 | 4.8 | 14.5 | 21.9 | -33.8 | 8.6 | 29.7 | 26.7 | -5.1 | 21.0 | 10.7 | -2.1 | 1.0 | 30.8 | 18.0 | -4.6 | 26.0 | 39.6 | -38.6 | 7.5 | 14.4 | 13.1 | 21.6 | 45.7 | -13.3 | 6.1 | 10.1 | 33.5 | 6.0 | 24.9 | 22.6 | 21.6 | -8.1 | 27.3 | 19.7 | 44.0 | -22.9 | 19.5 | 14.4 | -9.5 | 1.9 | 22.1 | -2.5 | 17.1 | 13.1 | -17.3 | 11.1 |
| Sharpe Ratio | NA | 1.46 | 1.35 | 0.55 | 0.03 | 0.34 | NA | NA | 0.37 | 0.08 | 0.57 | 0.96 | -0.97 | 0.38 | 0.86 | 1.65 | -0.34 | 2.07 | 0.64 | -0.14 | 0.07 | 2.38 | 1.14 | -0.16 | 1.2 | 1.26 | -0.92 | 0.27 | 0.85 | 0.96 | 1.63 | 3.22 | -0.71 | 0.19 | 0.32 | 2.6 | 0.14 | 2.02 | 2.09 | 2.6 | -1.31 | 2.27 | 1.87 | 3.65 | -2.1 | 1.64 | 0.87 | -0.49 | -0.19 | 1.64 | -0.87 | 1.02 | 0.48 | -1.84 | 0.17 |
| Draw Down(%) | NA | 16.6 | 16.6 | 30.1 | 45.6 | 45.6 | NA | NA | 56.7 | 27.5 | 9.6 | 16.8 | 39.9 | 15.6 | 35.7 | 9.7 | 26.2 | 3.7 | 16.2 | 13.5 | 12.4 | 6.9 | 11.8 | 26.0 | 17.0 | 27.3 | 52.1 | 10.6 | 12.8 | 7.7 | 9.6 | 10.4 | 30.3 | 24.7 | 15.2 | 8.8 | 32.2 | 9.0 | 10.0 | 5.1 | 12.4 | 8.4 | 8.8 | 5.6 | 28.3 | 8.0 | 8.9 | 35.4 | 12.3 | 7.6 | 17.6 | 9.5 | 15.4 | 25.0 | 28.6 |
| Standard Deviation(%) | NA | 24.1 | 20.5 | 21.4 | 25.0 | 23.1 | NA | NA | 18.6 | 24.4 | 18.9 | 19.1 | 36.6 | 22.3 | 33.9 | 15.3 | 19.1 | 9.9 | 16.2 | 15.5 | 14.3 | 12.9 | 15.8 | 29.5 | 21.5 | 31.5 | 42.7 | 16.4 | 13.0 | 11.3 | 12.7 | 14.0 | 20.4 | 19.3 | 18.2 | 11.6 | 18.2 | 10.5 | 9.0 | 6.8 | 8.5 | 11.0 | 9.2 | 10.9 | 13.5 | 8.3 | 10.9 | 27.7 | 12.8 | 10.2 | 10.9 | 10.6 | 11.1 | 15.0 | 19.6 |
| Treynor Ratio | NA | 0.3 | 0.24 | 0.11 | 0.01 | 0.07 | NA | NA | 0.07 | 0.02 | 0.09 | 0.17 | -0.32 | 0.08 | 0.31 | 0.24 | -0.06 | 0.2 | 0.11 | -0.02 | 0.01 | 0.33 | 0.19 | -0.05 | 0.27 | 0.38 | -0.45 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.06 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.05 | -0.01 | -0.03 | 0.0 | 0.0 | 0.02 | 0.0 | -0.05 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.18 | 1.15 | 1.12 | 1.11 | 1.05 | NA | NA | 0.99 | 1.07 | 1.16 | 1.07 | 1.12 | 1.14 | 0.93 | 1.06 | 1.02 | 1.03 | 0.98 | 0.93 | 1.0 | 0.95 | 0.95 | 1.03 | 0.96 | 1.04 | 0.88 | 0.92 | 0.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.8 | 0.86 | 0.91 | 0.91 | NA | NA | 0.63 | 0.87 | 0.86 | 0.89 | 0.96 | 0.87 | 0.96 | 0.92 | 0.95 | 0.74 | 0.93 | 0.9 | 0.92 | 0.94 | 0.95 | 0.98 | 0.96 | 0.96 | 0.93 | 0.93 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 4.9 | 9.6 | 9.1 | 8.2 | N/A | 0.0 | 0.0 | 0.0 | 3.4 | 22.8 | 14.9 | 13.0 | 11.6 | 20.0 | 31.6 | 38.6 | 15.2 | 7.6 | 7.1 | 4.2 | 3.5 | 0.3 | 2.3 | 8.1 | 8.8 | 6.6 | 4.2 | 0.1 | 0.0 | 2.3 | 16.3 | 21.7 | 6.5 | 11.9 | 11.6 | 9.7 | 4.9 | 1.2 | 1.0 | 0.8 | 1.3 | 1.3 | 2.4 | 3.3 | 3.5 | 0.4 | 0.3 | 0.8 | 0.8 | 0.6 | 0.6 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -71.5 | -37.0 | 105.5 | 129.8 | N/A | N/A | N/A | -100.0 | -87.2 | 68.8 | 31.2 | -6.7 | -41.4 | -48.6 | -51.3 | 118.9 | 137.5 | 20.0 | 54.2 | 44.9 | 1698.0 | -92.7 | -72.1 | -3.7 | 46.8 | 79.2 | 4675.0 | N/A | -100.0 | -86.9 | -18.2 | 233.0 | -38.4 | 12.0 | 35.0 | 74.6 | 2.4 | 35.1 | 92.1 | -55.9 | 20.7 | -40.8 | -35.4 | -5.8 | 1094.5 | 0.0 | -47.1 | 1.0 | 17.0 | 10.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/21/1980
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See Mid-Cap Growth Asset Class Trend Rankings |
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