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LAFAX: COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS A (MUTUAL FUND)
Basic Info 28.03 0.31(1.09%) July 11
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 03/15/2001 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 2.76% |
| Expenses | 0.99% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 14.3 | 6.0 | 8.9 | 1.4 | 4.7 | 5.6 | 6.0 | 6.1 | -0.3 | 18.1 | -39.1 | 6.1 | 18.2 | 33.4 | -12.5 | 35.3 | 0.9 | -1.3 | -7.0 | 14.3 | 22.0 | -10.1 | 21.4 | 31.0 | -42.3 | 21.3 | 36.0 | 15.6 | 23.8 | 41.1 | -15.2 | -14.0 |
| Sharpe Ratio | NA | 1.46 | 0.28 | 0.34 | -0.01 | 0.17 | NA | NA | 0.28 | -0.46 | 0.84 | -1.36 | 0.37 | 0.58 | 2.49 | -0.86 | 4.34 | 0.05 | -0.11 | -0.72 | 1.46 | 1.9 | -0.49 | 1.3 | 1.52 | -1.23 | 1.02 | 2.29 | 1.33 | 1.7 | 3.96 | -1.2 | -0.97 |
| Draw Down(%) | NA | 15.1 | 17.7 | 24.0 | 51.6 | 51.6 | NA | NA | 56.6 | 10.7 | 20.5 | 47.5 | 12.2 | 37.6 | 8.1 | 20.0 | 2.3 | 10.7 | 15.3 | 19.0 | 8.7 | 7.9 | 20.5 | 11.9 | 18.8 | 53.2 | 12.5 | 16.1 | 8.2 | 10.1 | 13.8 | 25.2 | 32.8 |
| Standard Deviation(%) | NA | 19.7 | 18.4 | 19.6 | 20.0 | 19.1 | NA | NA | 17.9 | 15.1 | 16.7 | 30.0 | 16.2 | 30.8 | 12.8 | 16.2 | 8.0 | 15.4 | 12.5 | 9.8 | 9.8 | 11.7 | 20.7 | 16.5 | 20.3 | 34.9 | 18.0 | 14.3 | 10.1 | 13.4 | 10.2 | 13.6 | 20.2 |
| Treynor Ratio | NA | 0.39 | 0.07 | 0.08 | 0.0 | 0.04 | NA | NA | 0.07 | -0.11 | 0.17 | -0.51 | 0.12 | 0.19 | 0.41 | -0.17 | 0.52 | 0.01 | -0.02 | -0.12 | 0.26 | 0.37 | -0.14 | 0.3 | 0.47 | -0.58 | 0.22 | 0.38 | 0.18 | 0.27 | 0.77 | -0.36 | -0.31 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.02 | -0.07 | 0.05 | -0.1 | 0.03 | -0.01 | 0.02 | 0.0 | 0.0 | -0.02 | 0.01 | 0.03 | 0.0 | 0.03 | 0.01 | -0.05 | 0.03 | 0.04 | 0.01 | 0.03 | 0.07 | -0.03 | -0.04 |
| Beta | NA | 0.73 | 0.78 | 0.85 | 0.79 | 0.82 | NA | NA | 0.74 | 0.65 | 0.84 | 0.8 | 0.5 | 0.92 | 0.79 | 0.79 | 0.67 | 0.81 | 0.69 | 0.58 | 0.56 | 0.61 | 0.7 | 0.72 | 0.66 | 0.75 | 0.84 | 0.86 | 0.76 | 0.86 | 0.52 | 0.45 | 0.64 |
| RSquared | NA | 0.85 | 0.83 | 0.83 | 0.8 | 0.82 | NA | NA | 0.79 | 0.69 | 0.78 | 0.8 | 0.48 | 0.88 | 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 | 0.43 |
| Yield(%) | N/A | 2.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.0 | 0.0 | 0.0 | 0.8 | 0.3 | 11.3 | 6.4 | 0.1 | 0.8 | 2.0 | 11.2 | 8.8 | 16.0 | 3.5 | 1.3 | 0.8 | 1.7 | 6.8 | 0.0 | 1.3 | 0.2 | 0.0 | 0.0 | 0.6 |
| Dividend Growth(%) | N/A | 209.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 200.0 | -96.5 | 41.4 | 16760.9 | -93.1 | -62.9 | -85.6 | 31.1 | -42.3 | 303.8 | 223.4 | 103.4 | -72.6 | -71.2 | 62766.7 | -98.7 | 746.4 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2001
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