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LAIAX: COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS A (MUTUAL FUND)
Basic Info 23.75 0.43(1.84%) May 12
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 02/22/2001 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 2.77% |
| Expenses | 1.23% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/22/2001 |
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(%) | 2.1 | 10.3 | -4.4 | 2.1 | -2.0 | -0.7 | 2.5 | 4.2 | 4.6 | -13.0 | 19.3 | -35.7 | -2.2 | 1.0 | 29.5 | -16.2 | 32.0 | -2.5 | -1.6 | -4.6 | 21.9 | 21.2 | -14.4 | 22.2 | 50.4 | -46.1 | 16.7 | 34.3 | 21.4 | 28.9 | 47.1 | -16.6 | -17.4 |
| Sharpe Ratio | NA | 1.04 | -0.63 | -0.07 | -0.26 | -0.14 | NA | NA | 0.18 | -1.13 | 0.99 | -1.33 | -0.12 | 0.02 | 2.49 | -1.21 | 4.5 | -0.18 | -0.14 | -0.51 | 2.32 | 1.61 | -0.65 | 1.3 | 2.24 | -1.31 | 0.82 | 2.15 | 2.09 | 2.36 | 5.03 | -1.49 | -1.42 |
| Draw Down(%) | NA | 15.0 | 27.4 | 27.4 | 53.4 | 53.4 | NA | NA | 60.4 | 20.3 | 17.8 | 45.6 | 18.4 | 38.9 | 7.9 | 24.0 | 3.0 | 10.6 | 15.6 | 13.2 | 9.1 | 12.2 | 24.0 | 14.7 | 21.5 | 56.2 | 13.0 | 19.0 | 8.8 | 10.5 | 11.6 | 29.4 | 31.2 |
| Standard Deviation(%) | NA | 21.5 | 19.7 | 20.2 | 20.5 | 18.9 | NA | NA | 17.9 | 17.3 | 15.3 | 28.1 | 19.0 | 31.6 | 11.3 | 14.5 | 7.0 | 14.7 | 12.0 | 9.0 | 9.4 | 13.2 | 22.3 | 17.0 | 22.5 | 35.9 | 16.8 | 14.5 | 9.2 | 11.8 | 9.2 | 11.8 | 15.9 |
| Treynor Ratio | NA | 0.32 | -0.16 | -0.02 | -0.08 | -0.04 | NA | NA | 0.04 | -0.24 | 0.19 | -0.49 | -0.05 | 0.01 | 0.39 | -0.24 | 0.51 | -0.03 | -0.02 | -0.07 | 0.34 | 0.29 | -0.19 | 0.29 | 0.67 | -0.6 | 0.17 | 0.36 | 0.28 | 0.36 | 1.02 | -0.49 | -0.36 |
| Alpha | NA | 0.03 | -0.03 | -0.01 | -0.02 | -0.02 | NA | NA | 0.0 | -0.06 | 0.03 | -0.05 | 0.02 | -0.15 | 0.02 | -0.03 | 0.02 | -0.02 | -0.01 | 0.0 | 0.03 | 0.02 | -0.02 | 0.03 | 0.06 | -0.07 | 0.01 | 0.04 | 0.04 | 0.05 | 0.1 | -0.05 | -0.05 |
| Beta | NA | 0.71 | 0.76 | 0.78 | 0.71 | 0.75 | NA | NA | 0.73 | 0.8 | 0.78 | 0.76 | 0.5 | 0.9 | 0.71 | 0.72 | 0.62 | 0.78 | 0.68 | 0.66 | 0.65 | 0.75 | 0.77 | 0.76 | 0.75 | 0.79 | 0.82 | 0.87 | 0.69 | 0.77 | 0.46 | 0.36 | 0.62 |
| RSquared | NA | 0.86 | 0.83 | 0.81 | 0.68 | 0.75 | NA | NA | 0.8 | 0.81 | 0.81 | 0.82 | 0.35 | 0.79 | 0.83 | 0.84 | 0.64 | 0.86 | 0.83 | 0.84 | 0.84 | 0.93 | 0.96 | 0.94 | 0.93 | 0.94 | 0.89 | 0.82 | 0.61 | 0.71 | 0.47 | 0.44 | 0.63 |
| Yield(%) | N/A | 0.0 | 2.8 | 1.1 | 0.9 | 4.5 | 5.5 | 6.8 | N/A | 2.8 | 0.0 | 0.0 | 1.1 | 0.6 | 12.6 | 21.0 | 8.4 | 1.1 | 4.7 | 6.2 | 7.2 | 1.7 | 2.5 | 2.0 | 1.7 | 1.5 | 8.6 | 12.5 | 5.6 | 0.7 | 0.3 | 0.1 | 3.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -83.5 | -93.3 | 10.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 90.5 | -94.6 | -62.3 | 211.1 | 681.5 | -79.4 | -31.1 | -3.8 | 409.4 | -42.6 | 47.2 | 68.9 | -38.4 | -80.7 | -19.1 | 164.6 | 938.1 | 229.8 | 370.0 | -98.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2001
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