Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R4) | NA | 0.16% | 8.42% | 4.62% | 7.33% | NA | NA | … | … |
Data as of 04/24/2023, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R4) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 0.16 | 8.42 | 4.62 | 7.33 | NA | NA | … | … | 9.46 | -30.80 | -15.27 | 24.08 | 31.27 | -1.91 | 19.42 | 12.93 | -1.36 | 2.20 | 22.16 | -1.16 |
| Sharpe Ratio | NA | -0.03 | 0.27 | 0.13 | 0.29 | NA | NA | … | … | 1.39 | -0.92 | -0.46 | 0.63 | 1.83 | -0.17 | 1.63 | 0.74 | -0.09 | 0.14 | 1.28 | -0.34 |
| Standard Deviation(%) | NA | 32.18 | 27.46 | 27.67 | 22.55 | NA | NA | … | … | 21.09 | 35.29 | 32.91 | 37.86 | 16.33 | 18.94 | 11.55 | 17.04 | 15.90 | 15.83 | 17.32 | 24.81 |
| Draw Down(%) | NA | 20.58 | 43.70 | 43.70 | 43.70 | NA | NA | … | … | 8.83 | 37.45 | 32.24 | 39.94 | 8.96 | 26.41 | 5.03 | 18.73 | 13.93 | 14.26 | 10.12 | 8.04 |
| Yield(%) | 0.00 | 3.59 | 14.72 | 11.40 | 11.32 | 8.05 | 6.04 | … | … | 0.00 | 2.72 | 23.84 | 4.92 | 12.22 | 13.31 | 28.96 | 34.16 | 27.03 | 15.40 | 0.00 | 0.00 |
Data as of 04/24/2023, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R4) |
-2.21%
Dec 2019 – Dec 2022 |
3.54%
Mar 2015 – Mar 2020 |
7.15%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSAX (COLUMBIA ACORN USA COLUMBIA ACORN USA CLASS R4) |
21.94%
Feb 2016 – Feb 2019 |
21.35%
Feb 2016 – Feb 2021 |
7.56%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart