Find A Portfolio/Ticker
Comparison Box
ACFFX: COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z (MUTUAL FUND)
Basic Info 26.95 0.03(0.11%) May 10
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (100%) |
Start Date: | 12/04/1998 |
Last Dividend Date: | 06/08/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.99% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/07/1998 |
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(%) | 1.3 | 3.5 | 8.8 | -5.9 | 3.0 | 3.7 | 7.7 | 7.5 | 7.5 | 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 | 0.47 | 0.32 | -0.38 | 0.06 | 0.14 | NA | NA | 0.34 | 0.86 | -1.28 | 0.69 | 0.6 | 2.52 | -0.84 | 4.35 | 0.07 | -0.09 | -0.69 | 1.48 | 1.93 | -0.47 | 1.32 | 1.55 | -1.23 | 1.04 | 2.31 | 1.37 | 1.74 | 4.02 | -1.18 | -1.54 | -0.68 | 5.48 | 26.91 |
Draw Down(%) | NA | 5.5 | 20.5 | 47.5 | 47.5 | 47.5 | NA | NA | 64.2 | 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 | 13.5 | 15.3 | 21.4 | 22.4 | 18.3 | NA | NA | 18.1 | 16.7 | 29.7 | 15.6 | 30.6 | 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 | 0.08 | 0.06 | -0.1 | 0.02 | 0.03 | NA | NA | 0.08 | 0.17 | -0.48 | 0.23 | 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 | 4.6 |
Alpha | NA | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | NA | NA | 0.01 | 0.01 | -0.09 | 0.02 | -0.1 | 0.03 | -0.01 | 0.03 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.04 | 0.01 | -0.04 | 0.03 | 0.04 | 0.01 | 0.03 | 0.08 | -0.03 | -0.1 | -0.01 | 0.16 | 0.38 |
Beta | NA | 0.77 | 0.82 | 0.82 | 0.84 | 0.81 | NA | NA | 0.75 | 0.83 | 0.79 | 0.47 | 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 | 0.81 | 0.78 | 0.82 | 0.83 | 0.81 | NA | NA | 0.75 | 0.77 | 0.82 | 0.56 | 0.87 | 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 | 0.0 | 2.6 | 4.0 | 3.9 | 7.1 | 7.8 | N/A | 0.0 | 2.6 | 5.4 | 0.3 | 11.7 | 6.3 | 0.4 | 1.0 | 2.2 | 11.3 | 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 | N/A | -100.0 | -41.2 | -1.8 | 1.0 | N/A | N/A | N/A | -100.0 | -50.0 | 1944.4 | -96.7 | 49.2 | 2212.5 | -63.6 | -56.0 | -83.7 | 30.1 | -41.6 | 242.4 | 210.5 | 58.3 | -58.6 | -71.7 | 4000.0 | -82.1 | 300.0 | N/A | N/A | -100.0 | -35.7 | 366.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/07/1998
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) 0.11% (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) 0.12% (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) 0.11% (97%)
- OSMYX (Oppenheimer Intl Small Company Y) 0.05% (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) 0.31% (95%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) 0.32% (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) 0.66% (92%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) 0.15% (91%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) 0.0% (88%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) 0.08% (87%)