Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) | NA | -3.80% | 6.85% | 3.70% | 7.55% | 7.13% | 9.11% | … | … |
Data as of 04/24/2023, Common starting date is 09/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) | 09/26/1996 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -3.80 | 6.85 | 3.70 | 7.55 | 7.13 | 9.11 | … | … | 9.54 | -33.62 | 8.56 | 24.06 | 31.37 | -1.99 | 15.74 | 13.23 | -1.76 | 3.89 | 32.52 | 19.03 | -4.95 | 23.16 | 41.49 | -39.27 | 3.31 | 8.28 | 12.98 | 20.62 | 47.13 | -18.49 | 19.25 | -8.99 | 23.02 | 5.79 | 32.30 | 9.39 |
| Sharpe Ratio | NA | -0.14 | 0.22 | 0.10 | 0.31 | NA | NA | … | … | 1.48 | -1.00 | 0.39 | 0.63 | 1.83 | -0.18 | 1.36 | 0.77 | -0.11 | 0.24 | 2.28 | 1.10 | -0.15 | 0.94 | 1.22 | -0.93 | 0.01 | 0.38 | 0.88 | 1.28 | 2.77 | -0.86 | 0.84 | -0.55 | 1.55 | 0.13 | 2.38 | 3.90 |
| Standard Deviation(%) | NA | 32.06 | 27.45 | 27.66 | 22.31 | NA | NA | … | … | 21.21 | 35.17 | 22.05 | 37.89 | 16.34 | 18.92 | 11.10 | 17.00 | 15.95 | 15.84 | 14.24 | 17.40 | 32.51 | 24.46 | 33.80 | 43.32 | 17.24 | 12.97 | 12.17 | 15.30 | 16.75 | 22.95 | 20.35 | 23.95 | 12.65 | 17.41 | 11.98 | 9.55 |
| Draw Down(%) | NA | 20.65 | 45.82 | 45.82 | 45.82 | NA | NA | … | … | 8.86 | 39.60 | 14.90 | 39.95 | 8.94 | 26.47 | 5.14 | 18.70 | 13.91 | 13.11 | 6.01 | 12.23 | 28.81 | 20.79 | 28.60 | 51.52 | 12.24 | 11.71 | 6.98 | 11.92 | 12.13 | 37.15 | 23.02 | 21.84 | 13.04 | 32.79 | 9.58 | 3.16 |
| Yield(%) | 0.00 | 3.97 | 15.83 | 12.06 | 12.42 | 10.80 | 15.70 | … | … | 0.00 | 3.00 | 25.73 | 5.28 | 13.05 | 14.13 | 26.98 | 35.17 | 27.61 | 17.03 | 9.95 | 9.37 | 0.58 | 0.00 | 0.00 | 3.46 | 5.95 | 2.22 | 5.74 | 0.65 | 0.00 | 0.00 | 1.61 | 1.96 | 9.33 | 7.45 | 2.53 | 0.00 |
Data as of 04/24/2023, Common starting date is 09/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) |
-18.69%
Feb 2006 – Feb 2009 |
-6.16%
Feb 2004 – Feb 2009 |
3.03%
Feb 1999 – Feb 2009 |
5.40%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS Z) |
31.09%
Feb 2009 – Feb 2012 |
26.50%
Feb 2009 – Feb 2014 |
17.37%
Feb 2009 – Feb 2019 |
11.43%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart