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LACAX: COLUMBIA ACORN FUND COLUMBIA ACORN FUND CLASS A (MUTUAL FUND)
Basic Info 9.95 0.47(4.51%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 11/16/2000 |
| Last Dividend Date: | 06/08/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.83% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 11.3 | 24.7 | 13.3 | 2.6 | 9.3 | 8.4 | 7.7 | 8.4 | 4.6 | 14.2 | 21.6 | -34.0 | 8.3 | 29.4 | 26.3 | -5.2 | 24.9 | 10.4 | -2.5 | 0.7 | 30.4 | 17.7 | -4.9 | 25.7 | 39.3 | -38.8 | 7.2 | 14.1 | 12.8 | 21.2 | 44.9 | -13.8 | 5.6 | -5.9 |
| Sharpe Ratio | NA | 1.04 | 1.04 | 0.46 | 0.0 | 0.33 | NA | NA | 0.32 | 0.07 | 0.56 | 0.95 | -0.97 | 0.37 | 0.85 | 1.63 | -0.35 | 2.5 | 0.62 | -0.16 | 0.05 | 2.35 | 1.12 | -0.17 | 1.19 | 1.24 | -0.93 | 0.25 | 0.83 | 0.93 | 1.57 | 3.16 | -0.73 | 0.16 | -1.11 |
| Draw Down(%) | NA | 16.6 | 16.6 | 30.1 | 45.7 | 45.7 | NA | NA | 56.9 | 27.5 | 9.7 | 16.9 | 40.0 | 15.6 | 35.7 | 9.8 | 26.3 | 3.7 | 16.2 | 13.6 | 12.5 | 7.0 | 11.8 | 26.1 | 17.0 | 27.4 | 52.2 | 10.6 | 12.8 | 7.8 | 9.7 | 10.5 | 30.5 | 24.9 | 14.7 |
| Standard Deviation(%) | NA | 24.9 | 21.1 | 21.6 | 25.1 | 23.2 | NA | NA | 22.1 | 24.4 | 18.9 | 19.0 | 36.6 | 22.4 | 34.0 | 15.3 | 19.1 | 9.7 | 16.2 | 15.5 | 14.3 | 12.9 | 15.8 | 29.5 | 21.6 | 31.5 | 42.7 | 16.4 | 13.0 | 11.3 | 12.9 | 14.0 | 20.4 | 19.2 | 40.7 |
| Treynor Ratio | NA | 0.22 | 0.19 | 0.09 | 0.0 | 0.07 | NA | NA | 0.07 | 0.02 | 0.09 | 0.17 | -0.32 | 0.07 | 0.33 | 0.24 | -0.06 | 0.22 | 0.1 | -0.03 | 0.01 | 0.32 | 0.19 | -0.05 | 0.27 | 0.38 | -0.45 | 0.04 | 0.12 | 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 | 0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.05 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | -0.01 | -0.05 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.03 | -0.03 | 0.02 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.19 | 1.15 | 1.11 | 1.11 | 1.04 | NA | NA | 0.99 | 1.06 | 1.15 | 1.07 | 1.12 | 1.14 | 0.89 | 1.05 | 1.02 | 1.09 | 0.98 | 0.92 | 1.0 | 0.95 | 0.95 | 1.03 | 0.96 | 1.04 | 0.88 | 0.92 | 0.88 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.79 | 0.85 | 0.9 | 0.89 | NA | NA | 0.8 | 0.85 | 0.86 | 0.89 | 0.96 | 0.87 | 0.87 | 0.91 | 0.95 | 0.84 | 0.93 | 0.88 | 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 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 4.8 | 29.2 | 18.7 | 15.9 | 13.5 | 27.1 | 34.6 | 40.7 | 15.8 | 7.9 | 7.0 | 4.1 | 3.6 | 0.0 | 2.3 | 8.0 | 8.7 | 6.4 | 4.2 | 0.1 | 0.0 | 2.1 | 0.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.0 | 65.4 | 31.2 | -4.6 | -51.6 | -39.2 | -51.3 | 118.9 | 137.2 | 25.7 | 55.5 | 36.3 | N/A | -100.0 | -71.6 | -4.1 | 48.6 | 74.3 | 4585.0 | N/A | -100.0 | 483.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2000
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